Three siloed QuickBooks instances.
One unified Sage Intacct environment.
A global events and trade show company needed to migrate three US subsidiaries from QuickBooks to Sage Intacct — with multi-entity consolidation, multi-currency reporting, and a 10-day close cycle. Their UK parent had frozen further acquisitions until financial infrastructure was modernized.
Global Events & Trade Show Company
This client operates multiple US entities acquired over recent years under a UK-based parent company. Their business spans the trade show and events industry — managing complex revenue streams including booth sales, sponsorships, registrations, and media partnerships.
Each entity was running its own independent QuickBooks instance with cash-basis accounting. The UK parent required accrual-basis, multi-currency (USD→GBP) consolidated reporting — and had blocked further US acquisitions until the financial infrastructure was upgraded.
Before RelayLaunch
| Problem Area | Impact |
|---|---|
| 3 siloed QuickBooks instances | No consolidation capability |
| Cash-basis financials only | Can't meet UK GAAP/IFRS requirements |
| No multi-currency translation | USD→GBP reporting impossible |
| 15+ day month-end close | Manual processes, no quality gates |
| No deferred revenue tracking | ASC 606 compliance gap |
| Result | Acquisitions frozen by parent |
Three systems. Zero consolidation. Acquisitions frozen.
Siloed Data
Three separate QuickBooks instances with no consolidation capability. Each entity operating independently — no unified view of financial performance across the organization.
Compliance Gap
Cash-basis financials that didn't meet UK GAAP/IFRS parent reporting requirements. No multi-currency translation. No deferred revenue tracking for ASC 606 compliance.
15+ Day Close
Month-end close exceeded 15 business days with manual processes, no quality gates, and no RACI assignments. Decision-quality data arrived too late to act on.
Growth Blocked
UK parent had frozen all further US acquisitions until financial infrastructure was modernized. Every month without migration was a month of stalled growth.
Two-Lane Delivery Model.
Architecture separated from execution.
The previous attempt failed because it tried to combine systems architecture with day-to-day accounting in one role. RelayLaunch introduced a Two-Lane Delivery Model — separating the architect from the executor with clear boundaries and accountability.
Controller / Staff Accountant
Day-to-day transactions, book cleanup, close execution, bank reconciliations, journal entries. Stays as a permanent finance team member.
Systems Integration Consultant
Target-state design, migration governance, integration architecture, SOPs, quality gates, handoff. Transitions out after 6-month program completion.
7 enterprise deliverables.
6-month structured program.
Target-State Architecture
Entity structure, dimensional Chart of Accounts, UK consolidation alignment. Fewer base accounts, richer dimensional tagging for flexible reporting.
Integration Blueprint
API contracts, data flows, and exception handling for all upstream systems — event platforms, payment processing, and internal tools.
Migration Mapping Workbook
Field-level mapping from every QuickBooks account to Sage Intacct dimensions, with transformation rules and reconciliation evidence.
10-Day Close Calendar
Day-by-day close schedule with RACI assignments, cutoff rules, and quality gates. Reverse-engineered from the UK reporting deadline.
SOPs & Runbooks
Step-by-step procedures for every close task, journal entry type, and reconciliation — nothing left undocumented.
Go-Live Cutover Plan
Phased 3-wave strategy: pilot one entity first, prove the architecture, then scale. Rollback triggers and acceptance criteria at every gate.
Handoff Bundle
Admin guide, training materials, and 8-day close roadmap. The team operates independently from day one after handoff.
6 months. 3 migration waves.
9 quality gates.
Discovery & Design
Current-state assessment across all 3 entities. Data quality profiling. UK reporting requirements mapping. Target-state architecture approved.
Architecture & Mapping
Field-level mapping workbook built. Integration blueprint documented. Close calendar designed. Every account mapped to its Intacct destination.
Pilot Migration — Wave 1
First entity goes live in Sage Intacct. Architecture proven. Reconciliation evidence generated. Lessons learned applied to Waves 2 and 3.
Wave 2 & Hardening
Second entity migrated. Close process hardened. Controls implemented. Consolidation tested — first USD→GBP translation report produced.
Wave 3 & First 10-Day Close
All three entities live. First full 10-day close achieved. KPI dashboard built. Consolidated report delivered to UK parent by Day 12.
Stabilization & Handoff
Hypercare support. Team training. Complete handoff bundle delivered. 8-day close roadmap for continued optimization. Team operates independently.
Engineering-grade project delivery
applied to finance systems.
Phase-Gated Delivery
9 quality gates govern the entire program. Each with specific acceptance criteria, responsible parties, and rollback triggers. No gate is passed without documented evidence.
Automated Testing
Custom-built automation pipelines run data integrity checks at every transformation step. Reconciliation evidence generated automatically — not manually in spreadsheets.
Change Control
Every decision logged. Every scope change assessed for timeline impact. Every migration has a rollback procedure. Cloud infrastructure rigor applied to ERP migration.
Wave Strategy
Prove the architecture on one entity before scaling. Each wave follows a repeatable playbook: extract, transform, load, reconcile, accept. Lessons learned cascade forward.
This is systems integration at scale.
Whether you need an ERP migration, multi-entity consolidation, or a structured approach to replacing disconnected systems — RelayLaunch brings engineering-grade methodology to complex business problems.