Nexonia Migration Checklist

What to Preserve, Improve, Rebuild, and Retire

Moving from Nexonia involves more than transferring data. Emburse, the company that owns Nexonia, is shutting down its time solution and plans to move time tracking to UKG and expense reporting to Emburse Spend - turning one system into two. Organizations do not have to follow that path. DATABASICS keeps time and expense together in one platform, helping teams avoid splitting processes, reporting, and support between two vendors.

Migration is also an opportunity to improve expense processes rather than carry outdated rules and manual workarounds into a new system. Before making the move, review your policies, approvals, users, integrations, reports, and historical records. Assign an owner to each area and decide what should be preserved, improved, rebuilt, or retired.

• Preserve: Keep controls and outputs that still serve a clear purpose, including required approvals, receipt policies, accounting codes, audit reports, access controls, and historical records.

• Improve: Identify necessary processes that cause delays or extra work. Look for slow approvals, frequent exceptions, coding errors, unclear expense categories, and manual follow-up.

• Rebuild: Determine which approval rules, accounting mappings, user roles, integrations, and reports must be configured again. Define the business requirement before recreating the process.

• Retire: Remove unused reports, outdated approval paths, inactive accounts, obsolete accounting values, duplicate spreadsheets, and unnecessary workarounds. Confirm that nothing else depends on an item before retiring it.

Migration Checklist

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