Stage 2 of 5

Pre-Migration Health Check

Before the SI plan locks, surface the operational risks that will become change orders, delays, or cutover issues later. Allari® runs an independent health check on JDE production, integrations, and team capacity so the SOW reflects what your environment actually requires.

You've selected a platform. The SI is scoping. A multi-million-dollar contract is about to be signed.

The SI's readiness model assumes your team can run JDE production and build the new platform simultaneously. Nobody has independently measured whether that's true. Industry overrun rates suggest it usually isn't.

Between selection and SI kickoff is the highest-leverage window in the entire lifecycle. The health check exists to surface risks that are invisible in the SOW but expensive during execution:

• capacity constraints and unclear ownership across the JDE estate
• undocumented integrations and fragile batch / period-end processes
• custom code, CNC, and security exposure
• data quality gaps that will surface during conversion

Risks found here are inexpensive to address. Risks missed here compound through every phase that follows — scope inflation, missed milestones, change orders, stabilization burden, and the first post-go-live stabilization event.

A 4–6 week independent health check produces a single deliverable the client owns — the readiness report, risk register, and remediation plan are yours to use with any SI, any platform vendor, or your internal leadership team.

It tells leadership what is ready, what is not ready, and what must be fixed before SI kickoff — covering JDE production load, CNC, batch and integration dependencies, security and segregation of duties, period-end stability, internal expert dependency, SI contract terms, and governance structure.

Recognition Pattern

You're here if…

• You've selected a platform and an SI but the implementation hasn't started yet
• The SI is scoping the project and you're about to sign a multi-million-dollar contract
• Nobody has independently validated whether your team, your JDE environment, and your governance structure are actually ready for dual-track execution
• You have a feeling something is being missed but can't articulate what

Risk Assessment

What's at risk

Between selecting an ERP and handing the keys to the SI is the highest-leverage window in the entire lifecycle. Risks found here are inexpensive to address. Risks missed here become far more expensive to correct once the implementation is underway.

The risks that matter live in what the SOW does not name:

• JDE production load absorbing the same people the SI assumes are available for the build
• CNC, security, and SoD exposure that auditors will surface during dual-run
• Batch chains and period-end processes that are stable today only because one or two people remember how they work
• Undocumented integrations and customizations whose downstream impact nobody has mapped
• Data quality in F4211, F0911, and master files that will not survive extraction without remediation
• Internal expert dependency — single points of exposure who cannot be in two places at once
• Unclear ownership between the SI, the client, and IT operations once execution starts

Three categories carry the highest cost:

Resource modeling gaps

The implementation plan assumes your team can run JDE and build the new platform simultaneously. Nobody has measured whether that's true. In most environments we audit, reactive support consumes a significant share of total capacity — leaving far less available for the build than the plan assumes.

Compliance exposure

Dual-run periods create SOX, audit, and regulatory risk that neither your team nor the SI has mapped. Access controls, segregation of duties, and data integrity across two live systems require explicit governance before day one.

SI contractual risk

Implementation contracts are written to protect the SI. Change order thresholds, milestone definitions, acceptance criteria, and liability caps deserve independent review before you sign. This is not adversarial — it's due diligence.

Allari does not replace your SI. We sit on the client side of the operating model: keeping production stable, making operational risk visible, protecting internal capacity, and helping leadership govern the transition.

Deliverables

What Allari does

Capacity assessment

Measure the actual reactive-to-strategic ratio of your core team. The output is one number: the share of capacity available for the migration once production load is honestly accounted for.

Resource modeling audit

Does the implementation plan account for the dual-run burden? Are the people assigned to the build the same people running production? Where are the single points of exposure?

Compliance risk mapping

SOX, audit, and regulatory exposure during the transition period. Access control gaps across two live environments.

SI contract review

Independent review of scope, change order triggers, milestone criteria, liability, and exit clauses

Governance readiness

Does a steering committee exist? Are escalation paths defined? Who arbitrates scope disputes between the SI and the client?

90-Day Readiness Report

A single document that says "here is what's ready, here is what's not, and here is what must be addressed before implementation begins"

Engagement Structure

How it works

Duration

4–6 weeks

Entry point

A 30-minute working session that determines whether a full health check is warranted

Deliverable

90-Day Readiness Report with specific findings, risk ratings, and recommended remediation before implementation kickoff. Owned by the client — usable with any SI or core team.

Timing

Designed to be completed in the gap between SI selection and SI kickoff

AUDIT TRAIL

What an OpenBook® invoice looks like

142

service requests

67.0h

measured work

$6,030

submitted as a cost

One real customer’s April 2026 invoice. 16-row line-item matrix, $22.50 per 15-minute unit, methodology footnote alongside. 47% of work finished by automation; human verified.

Stage 2

Evidence

Allari operating history

Allari Portfolio Evidence

Across enterprise customer environments Allari has operated, the median reactive load is structurally high — most teams enter migration with significantly less than full capacity available for the build. The Health Check makes that number visible before it becomes a schedule slip.

Specific engagements

Named Client Evidence

Global electronics manufacturer

The global electronics manufacturer's pre-migration assessment identified capacity gaps that would have stalled the implementation. The engagement expanded from Stage 2 into Stage 3 based on what the assessment found.

Deep Dive

Stage 2 · Health Check

What we need from your team

• Access to current production workload, support queues, integration inventory, security model, batch/close processes, and SI planning assumptions
• Time with internal system owners and project leadership
• Permission to surface readiness gaps before the plan hardens

Stage 2 → Stage 3 · JD Edwards Lifecycle

Where this goes next

Once readiness risk is visible, the next move is protecting the run. Move to JDE Operations During Migration before production work pulls your build team backward.

RELATED

Where this connects

• JD Edwards Application Support

  How we run JDE day-to-day across enterprise customer environments.

• JDE Lifecycle — full journey

  All five stages: selection, health check, operations, SI oversight, post-go-live.

• Case study · JDE → SAP transition

  Operations during a multi-year platform migration.

• The Deflationary Operating Model

  Why our cost curve falls while volume rises — Outcome Teams + OpenBook®.

JDE - STAGE 2 PRE-MIGRATION HEALTH CHECK

Before the SI plan locks, surface the operating risk.

Custom code, undocumented integrations, broken batch chains - these surface in cutover, not in the SOW. We map them first.

Get the pre-migration health check.

Surface operational risk before the SI plan locks.

30 minutes. No pitch. No obligation.