Develop a Cut-over Strategy

---

As a part of converting to Lynx, you will be loading tanks, customers, products, prices, and other information. However, before you do all that, you need to decide on how and when you will cut-over to the new system. You want this to be as smooth and non-disruptive as possible while still maintaining control over your records.

First of all, you probably want to begin using Lynx at the beginning of a month (unless you're a start-up company).  This allows you to close your "old" system in a controlled manner and establish your account balances prior to using Lynx. 

 

The following cut-over tasks need to be addressed:

• Decide on the month to start using Lynx.
• Make sure your staff is trained in the use of Lynx before then.
• Decide on the specific day to close the old system.
• Decide on the specific day to begin using Lynx.
• Work out a schedule for entering data into the system (who and when).
• Establish the method for bringing over the account balances.
• Decide on a method of balancing the new system.
• Write down the cutover schedule.
• Review the cut-over plan with all those affected.