CYAXIOS

Your SaaS Provider Doesn't Know What Makes Your Firm Unique

Your vendor is forcing you to SaaS. Their team has never seen your operation. Your 15 years of customizations and edge-case handling? Gone. We capture what makes your firm unique BEFORE you migrate, so your operations team stays responsive AFTER.

The SaaS Standardization Problem

Your vendor built their SaaS platform for the average client. Your firm isn't average. Your customizations, edge cases, and operational quirks? They don't transfer.

🏢 SaaS Team Doesn't Know Your Operation

The vendor's implementation team has never seen your firm. They don't know your client-specific workflows, your regulatory quirks, or why you handle exceptions the way you do.

⚠️ Can't Train on Live Systems

Traditional on-the-job training doesn't work when mistakes impact client portfolios. You can't afford to "learn by doing" with mission-critical operations.

📉 Responsiveness Drops

Your operations team loses speed because the SaaS system doesn't match their mental model. Edge cases that took minutes now take hours to resolve.

How Cyaxios Workshops Capture What Makes Your Firm Unique

We run scenario-based workshops that capture your operational expertise BEFORE migration, test your team's readiness, and create documentation the SaaS vendor can actually use.

1

Map Your Unique Operations

We work with your operations team to identify client-specific workflows, edge cases, regulatory requirements, and the informal processes that keep your firm running.

2

Run Scenario-Based Workshops

Your team walks through real operational scenarios - exceptions, breaks, reconciliations, client-specific requirements. We document how they think, not just what they click.

3

Test Readiness Before Go-Live

Workshops reveal gaps in the SaaS configuration, missing functionality, and areas where your team needs more preparation - BEFORE you're live with client money.

4

Create Searchable Knowledge Base

Workshop insights become an AI-powered reference tool. Your team can ask "how do we handle X client's reconciliation?" and get answers based on YOUR firm's expertise.

Why Organizations Choose Cyaxios for Migrations

🎯 Faster Adoption

Everyone learns from your best users. No more waiting weeks for training slots or repeating the same questions.

🔒 Knowledge Preservation

15 years of organizational wisdom doesn't disappear. It becomes a permanent, searchable asset.

💡 Reduced Risk

Capture edge cases and workarounds before they become production problems. Test scenarios before go-live.

📊 Audit Trail

Document exactly how your team understands the new system. Perfect for compliance and regulatory requirements.

🚀 Scale Expertise

Your top 3 people's knowledge becomes accessible to all 50. AI handles the repetitive questions.

🔄 Continuous Improvement

The AI system learns as your team discovers better workflows, creating a living knowledge base.

Explore More Solutions

📚 Workshops

Learn how our scenario-based workshops capture organizational expertise through structured learning experiences.

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🤖 AI Models

Discover our industry-specific AI models and custom intelligence solutions built from your workshop data.

View Models →

🛠️ Starter Kit

Try our scenario builder to see how we structure knowledge capture for your specific use cases.

Try Builder →

📋 Services

Explore our full range of knowledge capture, AI training, and organizational intelligence services.

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Ready to Preserve Your Migration Knowledge?

Schedule a discovery call to discuss your migration timeline and knowledge capture strategy.

Schedule a Discovery Call