Overview

Unified IT successfully managed a complex migration of Sage 50 Accounts from a Citrix infrastructure to local PC installations utilising Sage’s Remote Data Access (RDA) feature. This project supported a geographically diverse user base across three continents, optimising operational efficiency and user experience.

Client Challenges

The client initially hosted Sage 50 on Citrix, requiring a centralised environment for remote access across different locations. However, this setup presented several challenges:

  • Latency Issues:

Remote users experienced delays, particularly with the growing need for cross-continent accessibility.

  • High Maintenance Demands:

Citrix infrastructure required considerable maintenance, impacting the client’s IT resources and operational budgets.

  • Limited Scalability: 

Adding new users and maintaining high performance proved challenging as the client expanded globally.

The client needed a more responsive, low-maintenance solution that would ensure seamless data access without the constraints of Citrix infrastructure.

Solution

Unified IT proposed migrating Sage 50 Accounts from Citrix to local installations on individual PCs, integrating Sage’s Remote Data Access (RDA) functionality to enable efficient, real-time data sharing and collaboration across locations.

  • Local Installations with RDA:

By shifting Sage 50 to local PCs and activating RDA, we provided users with direct access to Sage without the additional layer of Citrix, reducing latency and enhancing responsiveness.

  • Data Synchronisation:

RDA ensured data consistency across all regions, allowing users in Australia, the UK, and the US to access up-to-date information without network constraints.

  • Reduced Maintenance:

Transitioning from Citrix to RDA eliminated the need for intensive server maintenance, enabling the client’s IT team to focus on other critical operations.

Execution and Process

  • Project Planning:

Collaborated with the client to outline user-specific needs, operational hours, and potential downtimes to minimise disruption.

  • Environment Preparation:

Configured PCs for Sage installation, ensuring compatibility with RDA and verifying network stability for optimal data synchronisation.

  • Data Migration and Testing:

Conducted data transfer from the Citrix-hosted environment to local installations, followed by rigorous testing to confirm data integrity and synchronisation.

  • User Training:

Provided remote training sessions to help users across all regions adapt to the new setup and leverage RDA for collaborative work.

Results

  • Increased Performance:

Users reported faster access times, resulting in enhanced productivity and smoother workflows.

  • Simplified IT Maintenance:

The client’s IT team benefited from a reduced infrastructure footprint, allowing them to allocate resources to other projects.

  • Enhanced Scalability:

Adding new users became easier, as each could be set up with a local PC and integrated seamlessly with RDA.

Client Feedback

The client noted significant improvements in operational efficiency and user satisfaction across locations, with minimal disruption to day-to-day activities.

Why Unified IT ?

Unified IT specialises in providing tailored IT solutions that prioritise client needs and operational efficiency. Our expertise in Sage 50 migrations and multi-location setups ensures seamless transitions, empowering businesses to focus on growth without IT obstacles.