CMF’s Financial IT Systems & Software Transition services provide you with proven business processes and project governance, ensuring that you make the right financial systems upgrades and achieve company objectives quickly and effectively. While we manage every step in the transition process, you can focus on running your business.


If you are installing financial software for the first time or transitioning to a new financial program, CMF’s proven project management disciplines ensure your new system is properly implemented. Specific activities include:

  • Document development requirements
  • Vendor bid solicitation and analysis
  • Contract detail negotiation
  • Management of system development and installation projects
  • Integration of acquired entity information systems
  • Coordination of office relocations
  • Personnel and/or process consolidation
  • Information systems selection
  • Systems implementation
  • Data management


  • Process: We specialize in fully integrated process, data, and information flow, enhancing reporting and enabling more effective decision making by the management team
  • Expertise: We leverage our executive-level management experience, enabling us to properly “size” systems to the current and future realities of your company
  • Focus: We focus on solutions that work and don’t get bogged down in programming details; we quickly access and manage third-party software vendors