We have a tried and tested methodology for migrating share and incentive plan data and implementing our solution. Our dedicated migration team of data specialists will take care of all the heavy lifting and data transfers to get you up and running smoothly within estimated timelines. We work closely with your team to ensure we have the right information, understand your company’s approach to managing their incentive plans, and that skills are transferred to the appropriate teams.
Features
Migration accelerators, including checklists
Stakeholder management meetings and milestone tracking
Methodology for testing, tracking, approval and signoff
Setup of plans and dynamic templates
Customisable and branded letters and communications
Access-controlled, secure repository for raw data uploads
Detailed information requirements guide
Admin training before go-live
Extensive error checking technology
“The implementation process was extremely smooth thanks to the support from the ShareForce team. The team is friendly and hands-on, and made sure that all our employee information, vesting criteria, leaver data and accounting balances were migrated without a hitch. The support team is always available, has quick turnaround times and is very efficient.”
Leave the heavy lifting to us
ShareForce’s skilled Migration Team is familiar with the issues that companies face when migrating information, including dealing with exceptions and redundant data, and will help you to make sure that ShareForce is only populated with clean data.
Aligning the books
We will migrate your accounting balances, so your accounting and reporting teams have a plug-and-play solution to manage your disclosures according to international reporting standards.
Let us automate it, your way
We will work closely with your stakeholders to ensure that ShareForce is best configured to the way your teams work so that your administration processes are automated to your satisfaction. This includes setting up the operational controls and access rights to mitigate your administration risk.
Let us help you migrate
your information
If you would like to know more about our solutions, please submit an enquiry. One of our staff will call you to discuss your requirements in more detail and set up a meeting at your convenience.