Guide to the Graduation Process for Financials

This guide outlines the step-by-step process for transitioning to Financials, detailing strategic steps and timelines involved in the graduation process. The document begins by assessing the current system and identifying objectives to create a smooth transition plan. It covers the provisioning of Financials, where the system is set up using best practices, followed by the migration of existing data. Validation of Financials performance and security is emphasized to ensure users can focus on familiarizing themselves with the system. The guide also includes a review phase, where final tasks are completed, and support is handed over to the customer success team. Activation steps are outlined to ensure project timelines are locked in and all stakeholders are prepared. Additionally, the guide describes a learning phase where trainers are educated to effectively teach others about Financials. Finally, the launch of Financials is discussed, ensuring all data is refreshed and ready for go-live.