Axys migration support
Axys migrations can go sideways in predictable ways. Data that looked fine for years suddenly creates breaks. Reporting packages change. Close timelines stretch. CSSI helps operations teams keep the transition manageable by focusing on cleanup, reconciliation, and a stable workflow.
- Reduce data surprises before they hit reporting
- Keep breaks under control during the transition
- Stabilize delivery so clients see consistent output
Who this is for
This is for investment firms that run Axys today and are migrating, upgrading, or converting to another system. It is also for teams that need help cleaning up legacy data so the new environment does not inherit old issues.
Operations teams with a fixed close calendar
A migration does not pause monthly and quarterly deadlines. Support matters when the team has to keep delivering while the transition happens.
Firms with custom reports and packages
If reporting is complex, output stability matters. A migration can create small differences that turn into large client questions.
Common issues during an Axys migration
The technical migration is only one part. Most pain comes from the workflow around it.
Breaks increase temporarily
Even small data differences create new breaks. If breaks are not triaged early, they pile up fast.
Reporting output changes
If packages shift during the transition, clients notice. Stabilizing reporting and documenting expected changes reduces noise.
Work gets stuck in spreadsheets
Teams build workarounds quickly. Without a plan, those workarounds become permanent and fragile.
The close calendar stretches
A few extra hours turns into a few extra days if the workflow is not stabilized. Support can keep the calendar realistic.
A practical workflow walkthrough
The goal is not to make everything perfect mid migration. The goal is to keep the business running and avoid surprises.
- Agree on what must stay stable. Identify the reporting packages and close steps that cannot change.
- Triage breaks weekly. Handle new breaks early so they do not accumulate into a deadline crisis.
- Clean the data issues that keep recurring. Fixing the same break every week is a signal.
- Document expected changes. If output will change, document it so the team is not guessing.
- Stabilize and then expand. Once the workflow is stable, you can tighten automation and reporting.
What an Axys migration usually breaks
Most firms plan the technical cutover. Fewer plan the month that follows. That is where the real workload tends to show up. Breaks increase, reporting packages change, and the close calendar stretches. None of this is surprising. It is normal.
The goal of BackOffice support during a migration is not to add a new project. It is to protect the workflow your team already has. If your firm delivers client reporting on a schedule, that delivery needs to stay stable while the underlying system is being validated.
Migrations also surface old data problems. A field that was optional becomes required. An identifier that was inconsistent suddenly creates a break. The clean way to handle this is triage, cleanup, and documentation, not hero work at the deadline.
If you are converting to another platform, expect some differences in output. The key is deciding which differences are acceptable, which need to be fixed, and which should be communicated internally so the team is not surprised during client conversations.
How BackOffice support helps during a migration
This is the practical part. The work is a mix of break management, data cleanup, and keeping reporting stable.
Break triage and cleanup
Handle new breaks early so they do not pile up. Separate one time conversion issues from recurring problems that need cleanup.
Data normalization
Clean up inconsistent identifiers and inputs so the new environment does not inherit the same issues.
Close calendar protection
Support the month end and quarter end push so deadlines stay realistic while the system is being validated.
Reporting workflow stability
Keep packages predictable. If output changes, document it and decide what needs to be fixed versus accepted.
A workflow walkthrough
A migration goes better when everyone agrees on what has to stay stable. Then you work through breaks and cleanup in a repeatable way.
- Define the non negotiables. Which reporting packages and close steps cannot change during the transition.
- Validate output early. Compare key packages in the new environment before clients see the results.
- Triage breaks weekly. Handle the new breaks and track what keeps recurring.
- Fix recurring issues. Clean up the inputs that keep creating breaks instead of applying the same patch every week.
- Document decisions. If a difference is acceptable, capture it so the team is not surprised later.
What to bring to the first call
You do not need a perfect project plan. A few concrete details makes it easier to identify risk fast.
- Your target timeline and any hard cutover dates.
- Your close calendar and reporting schedule.
- The reporting packages you cannot afford to disrupt.
- A short list of the breaks or data issues you already see in Axys today.
- Any integrations or file formats that feed reporting and delivery.
Talk through your Axys migration plan
A short call is usually enough to spot the biggest risks. If you share your timeline, your close calendar, and the parts of reporting that cannot break, we can suggest what to stabilize first.
FAQ
Do you only support Axys migrations?
No. Axys is common, but CSSI supports multiple environments. The migration work is usually tied to data cleanup, reconciliation, and reporting workflow stabilization.
What is the biggest risk during a migration?
Letting breaks pile up until the close. If the team triages weekly and fixes recurring issues early, the migration is far less painful.
Do we need to stop reporting while we migrate?
No. Most firms keep reporting on schedule. The key is deciding what must stay stable, validating output early, and documenting expected changes.
Can you help if we are converting from Axys to Orion?
Yes. Conversions tend to create temporary increases in breaks and changes in output. Support helps keep the workflow stable while the new environment is validated.
Can you help if we are converting from Axys to another platform?
Yes. The work is usually data cleanup, reconciliation support, and reporting workflow stabilization, regardless of the target platform.
What should we prepare before we talk?
A timeline, your close calendar, and the reporting packages that matter most. If you have a list of recurring breaks or known data issues, bring that too.
What is the best next step?
A short call. We will ask what has to stay stable, where you expect risk, and what a smooth transition looks like for operations.
