From signed contract to running system.
A structured, five-phase approach that gets your team productive on Yukti without the 18-month consulting engagement. Clear milestones, shared responsibilities, and no surprises.
Five Phases to Go-Live
Every Yukti implementation follows the same proven structure. The scope and duration scale with your organization, but the methodology stays consistent.
Discovery
We start by understanding your business. Not just what software you use today, but why you use it and where it falls short.
Deliverables
- Business process mapping for priority departments
- Current pain points documented and prioritized
- Module selection and configuration plan
- Data migration scope assessment
- Success criteria defined with your team
Yukti Provides
- Dedicated implementation consultant
- Business process questionnaire
- Module recommendation report
- Data migration feasibility assessment
You Provide
- Access to key stakeholders for interviews
- Current system documentation (if available)
- Sample data exports for migration planning
- Decision-maker availability for scope sign-off
Configuration
Your Yukti instance gets configured to match your workflows. Modules, user roles, approval chains, and business rules are set up to reflect how your team actually works.
Deliverables
- Yukti instance provisioned and configured
- Modules installed and activated per plan
- User roles and access controls defined
- Approval workflows built and tested
- Chart of accounts and tax configuration
Yukti Provides
- Instance setup and module configuration
- Workflow configuration based on discovery
- Integration setup for email, calendar, and SSO
- Configuration documentation
You Provide
- Chart of accounts and financial structure
- Organizational hierarchy and user list
- Approval workflow requirements
- Branding assets (logo, colors) for portal
Data Migration
Historical data moves from your existing systems into Yukti. We handle the mapping, transformation, and validation so nothing gets lost in translation.
Deliverables
- Data mapping document (source to destination)
- Master data imported (products, customers, vendors)
- Historical transactions migrated where applicable
- Data validation report with discrepancy resolution
- Parallel verification against source system
Yukti Provides
- Data import templates and field mapping
- Automated migration scripts for supported systems
- Data cleansing recommendations
- Validation and reconciliation checks
You Provide
- Clean data exports from current systems
- Field mapping decisions for custom data
- Verification of migrated data accuracy
- Historical cutoff date decision
Training
Your team learns the system through role-specific training sessions. Accountants learn accounting workflows. Sales reps learn the CRM. Managers learn reporting.
Deliverables
- Role-specific training sessions (live or recorded)
- Quick-reference guides per department
- Admin training for your internal IT or power users
- Practice environment for hands-on learning
- FAQ document based on training questions
Yukti Provides
- Training curriculum tailored to your modules
- Live training sessions (remote or on-site for Enterprise)
- Recorded sessions for future onboarding
- Training environment with sample data
You Provide
- Team availability for training sessions
- Identification of power users per department
- Feedback on training materials
- Internal communication about the transition
Go-Live and Support
The system goes live with a parallel run period. Both your old system and Yukti operate side-by-side until your team is confident in the cutover. Dedicated support is available throughout the transition.
Deliverables
- Parallel run period (typically 1-2 weeks)
- Go/no-go checklist verified before cutover
- Full cutover to Yukti as primary system
- Post-go-live support period (30-90 days)
- Performance review and optimization recommendations
Yukti Provides
- Dedicated support during parallel run
- Priority issue resolution during transition
- Post-go-live health checks
- Optimization recommendations after 30 days
You Provide
- Team commitment to using the new system
- Prompt reporting of issues during parallel run
- Decision on cutover timing
- Feedback for continuous improvement
Timeline Expectations
Implementation timelines vary based on the number of modules, complexity of data migration, and level of customization. These are typical ranges, not guarantees.
Small Business
1-50 employees
Standard configuration with minimal customization. Most small businesses go live within 6 weeks.
Mid-Market
50-500 employees
Custom workflows, data migration from existing ERP, and multi-department rollout. Phased go-live is common.
Large Enterprise
500+ employees
Multi-company configuration, complex integrations, extensive data migration, and phased rollout across business units.
Shared Responsibility
Successful implementations require commitment from both sides. Here is what each party owns throughout the process.
Yukti Owns
- Platform setup, configuration, and module installation
- Data migration tooling and scripts
- Training curriculum and delivery
- Technical support during and after go-live
- System performance and uptime (cloud deployments)
- Security patches and platform updates
- Documentation and knowledge base access
You Own
- Stakeholder availability for discovery and decisions
- Data quality and accuracy in source systems
- Business process decisions and sign-offs
- Internal change management and communication
- Team participation in training sessions
- User adoption and feedback during rollout
- Timely review and approval of deliverables
Ready to Get Started?
Book a consultation to discuss your implementation scope, timeline, and requirements. We will map out a plan specific to your business.