Migration
As a strategic choice for businesses, migration to the cloud can seem daunting, but Generis can make the process as smooth and painless as possible.
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Our migration process
Often, a business’ hesitancy towards migration can stem from concerns around integrations, and custom work within their current environments. We address these concerns with CARA’s rest APIs, robust configurability, and low code application builder.
Extract
We leverage either the tools of the existing system vendor OR our tools and 3rd party tools from our partners to extract the content, metadata / data and audit trails into formats like CSV or Excel.Analyse
We work together with the customer to analyse the existing data, determine how much of it is useful, consistent, and matches the requirements of the new system.Enrich
Based on the mapping from the analysis, we use tools to clean up and standardise the data ready for import, and iteratively import in DEV.Validate
We then validate the data import in the VAL environment with all the required documentation and testing, as well as the verifications, using our bulk import tools.Upload
The final step is to load all the data into production. Typically, we do this as a full migration about 1 month before go-live, and then a final delta migration during a cut-over go-live weekend.Latest Resources
16 June 2026
The Hidden Cost of Fragmented Systems: A Financial Services Whitepaper
Since 2021, the SEC has fined more than 100 financial services firms over $2 billion — not for fraud, not…
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15 June 2026
CARA 5.15 Feature Release – Deep Export
Export at scale and finish with a complete picture. One action. Every document in place. Every exception accounted for. Moving…
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9 April 2026
AI for Document Management in Financial Services: What Actually Works (and What Doesn’t)
The problem financial services firms have is not a document one, but a fragmentation one. And AI is making it…
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