Your journey to success

Corporify's data migration process follows five structured phases. It begins with a kick-off call and onboarding workshop where the team analyzes the most efficient way to transfer your data and increase software adoption. This is followed by entity data migration, where experienced legal professionals convert data from legacy systems, spreadsheets, or paper registers. The third phase involves data validation and training tailored to your team's needs. Next comes company-wide roll-out with best practices for deploying across teams and countries. Finally, continuous support ensures ongoing success through multiple channels including a knowledge base, responsive helpdesk, and dedicated customer success team.

Data migration is performed by Corporify's in-house team of experienced legal professionals, not generic IT staff. Because Corporify was founded by former lawyers who understand legal entity management, the migration team knows how to interpret and correctly transfer data from legacy entity management systems, Excel spreadsheets, and even paper-based share registers. This legal expertise ensures that complex shareholding structures, historical transactions, and governance records are accurately migrated without losing critical information or requiring extensive cleanup after implementation.

Corporify offers flexible training formats to match different organizational needs and learning preferences. Training options include one-on-one sessions for key users who need in-depth platform knowledge, webinars for broader team education, and collaborative workshops for hands-on learning. Training can be delivered remotely via video conference or on-premise at your location, depending on your preference. Each training session is designed to maximize adoption by focusing on the specific workflows and features most relevant to participants' roles, whether they are legal counsels, paralegals, finance team members, or external stakeholders.

Corporify supports international roll-outs by providing best practices for deploying the platform across different teams and countries within a corporate group. The customer success team advises on phased implementation strategies, helping organizations decide whether to roll out by region, entity type, or business unit. Because Corporify already serves users in more than 40 countries managing entities in over 85 jurisdictions, the team has practical experience with multinational deployments. The stakeholder portal's availability in six languages (Dutch, English, German, Spanish, Italian, and French) also facilitates adoption by local teams who may not work primarily in English.

After implementation, Corporify provides continuous support through three main channels. First, an online knowledge base with articles, guides, learningn paths, and how-to documentation that users can access at any time. Second, a responsive helpdesk for technical questions and issue resolution. Third, a dedicated customer success team that maintains an ongoing relationship with each customer to ensure they continue getting value from the platform. This support structure means users are never left without assistance, whether they need help with a new feature, want to add entities to their account, or encounter any challenges using the platform.

During the kick-off call and onboarding workshop, Corporify's customer success team works with your organization to create a customized implementation plan. The session analyzes your current data sources (legacy systems, spreadsheets, paper registers), identifies the most efficient migration approach, and discusses how to maximize software adoption among your team members. You receive a structured project overview that includes assigned responsibilities, specific deliverables, and a timeline with target dates for each implementation milestone. This ensures all stakeholders understand the process and their roles before work begins.

Yes, Corporify can migrate data from paper-based share registers as well as digital sources. The customer success team includes legal professionals experienced in interpreting handwritten or typed paper share registers and converting them into structured digital records. This includes historical share transactions, original shareholder information, capital increases and distributions. Once migrated, this historical data becomes fully searchable and reportable within Corporify, giving organizations a complete digital record of their shareholding history that was previously locked in physical documents.

Corporify ensures successful user adoption through a combination of role-specific training, intuitive platform design, and ongoing customer success engagement. During implementation, training is tailored to how different users will interact with the platform — legal counsels receive training on governance features, while finance teams focus on reporting and org charts. The platform itself is designed to be intuitive, reducing the learning curve. After go-live, the customer success team monitors adoption, identifies any users who may need additional support, and provides resources to address common questions. This proactive approach helps organizations achieve full adoption rather than having the platform used by only a small group.

Yes, Corporify provides a structured project plan during the onboarding process. After the initial kick-off call, you receive a detailed action plan that specifies all deliverables, assigns responsibilities to both Corporify team members and your internal stakeholders, and sets target timings for each phase of implementation. This project plan covers data migration milestones, validation checkpoints, training schedules, and the planned go-live date. Having clear timelines and responsibilities documented ensures the implementation stays on track and all parties know what to expect at each stage.

Corporify can migrate data from a variety of legacy entity management systems, not just spreadsheets. The customer success team has experience extracting and converting data from older corporate secretarial software, document management systems, and proprietary databases used for entity tracking. During the kick-off phase, the team assesses your current systems and determines the optimal extraction method for each data source. This flexibility means organizations are not limited by their current technology stack when deciding to implement Corporify — regardless of where your data currently lives, there is a migration path available.