Many institutions continue to rely on legacy reporting systems that have become increasingly manual, difficult to maintain, and challenging to support as technology evolves. In this webinar, the University of Montana shares how they transitioned from a legacy Microsoft Access reporting environment to Argos while maintaining the reporting accuracy, consistency, and continuity campus users relied on every day.
Join Cindy Johnson, Director of Budget, Planning & Analysis, and Lindsey Veno, Assistant Director of Budget, Planning & Analysis, from the University of Montana, along with Missy Adkison, Sr. Professional Services Consultant at Evisions, as they discuss the university’s phased approach to rebuilding financial reports, evaluating legacy SQL, and supporting a smooth transition for faculty, budget analysts, and administrative staff.
A key part of the project’s success was designing Argos reports to closely mirror the familiar look and layout of the legacy system. This thoughtful approach encouraged user adoption, reduced resistance to change, and preserved the analytical functionality finance teams depended on throughout the transition.
Attendees will gain takeaways for evaluating legacy reports, planning a phased reporting modernization, supporting user adoption, and maintaining operational continuity while transitioning to a modern reporting environment.
