ERP Upgrade Guides · 10 min read

TechnologyOne Upgrade & Support Guide

Practical guide to TechnologyOne Ci Anywhere migration, SaaS transition, configuration management, and support for Australian organisations.

Best for: IT managers, finance managers Practical guide for business decision-makers

Who this is for

IT managers, finance managers, and project leads at organisations running TechnologyOne who need to plan their Ci Anywhere migration or manage ongoing platform support.

Question this answers

What does the Ci Anywhere migration involve, and how do we manage customisations and integrations through the transition?

What you'll leave with

  • TechnologyOne's SaaS transition and what it means for on-premises users
  • Ci Anywhere migration paths and planning considerations
  • How to handle configuration, customisation, and integration challenges
  • Key risks for organisations making the transition

Platform overview

TechnologyOne is an Australian-developed ERP platform primarily used by government agencies, universities, local councils, health services, and community organisations. It's one of the few ASX-listed enterprise software companies in Australia, and it dominates in sectors where compliance, grants management, and fund accounting are critical.

The company has been in business since 1987, and many organisations have been running TechnologyOne for decades. That longevity means deep functional coverage for its target industries — but also a lot of legacy configurations and customisations in the field.

TechnologyOne is aggressively moving customers to Ci Anywhere, their cloud-hosted SaaS platform. On-premises installations are being phased out. For many organisations, this isn't a choice — it's a scheduled migration.

Common version & support issues

Forced SaaS migration. TechnologyOne has announced that all customers will move to Ci Anywhere. On-premises support is being wound down version by version. If you haven't started planning, the clock is ticking.

Customisation restrictions. The SaaS model is more restrictive than on-premises. TechnologyOne limits code-level customisation to maintain upgrade reliability. Organisations with heavy customisation need to find alternative approaches.

Release cadence. Ci Anywhere receives regular updates controlled by TechnologyOne. Unlike on-premises where you chose when to upgrade, SaaS updates are applied on TechnologyOne's schedule.

Australian-specific requirements. TechnologyOne handles Australian compliance well (BAS, STP, grant reporting), but changes in government reporting requirements can create gaps that need configuration updates or workarounds.

Upgrade and migration paths

Ci Anywhere migration. The primary path. Move from on-premises TechnologyOne to the cloud-hosted Ci Anywhere platform. This involves data migration, configuration review, reconfiguration of customisations, integration updates, and user retraining.

Version-to-version upgrade (on-premises). If you're on an older on-premises version, you may need to upgrade to a more recent on-premises version before migrating to Ci Anywhere. TechnologyOne can advise on the recommended migration path.

Integration modernisation. Regardless of migration path, this is the right time to modernise integrations. Move from direct database connections and file-based transfers to TechnologyOne's API layer.

Complementary applications. For functions that TechnologyOne doesn't cover well or where SaaS customisation restrictions limit you, build companion web applications that integrate through APIs.

Customisation & integration challenges

Configuration vs customisation. In Ci Anywhere, TechnologyOne distinguishes between configuration (supported: workflows, forms, rules, dashboards) and customisation (restricted: code-level changes, database modifications). Understand which of your current customisations are which.

Direct database access. On-premises installations often use direct SQL queries for reporting and integration. In Ci Anywhere, direct database access isn't available. Everything goes through TechnologyOne's APIs and reporting tools.

Integration points. Common integration scenarios for TechnologyOne:

  • Document management: Links to SharePoint, Objective, or TRIM/Content Manager
  • Payroll integration: Connections to payroll systems or ATO reporting
  • GIS and asset management: Integration with spatial and asset systems
  • Banking: Direct debit and credit files, bank reconciliation
  • BI and reporting: Data feeds to Power BI, Tableau, or custom dashboards

Data migration. Moving data from on-premises to Ci Anywhere requires careful planning, especially for organisations with decades of historical data. Consider what data needs migrating vs archiving.

Risks and decision points

Key risks

  • Customisation gap

    Ci Anywhere restricts deep customisation. Identify which customisations need alternative solutions.

  • Integration rework

    Direct SQL integrations must be replaced with APIs. Budget for this work.

  • Data sovereignty

    Confirm where Ci Anywhere data is hosted and whether it meets your compliance requirements.

  • Reporting changes

    External reporting tools need new connection methods. Plan for report rebuilds.

  • Change management

    Staff accustomed to the on-premises interface will need structured retraining.

How HELLO PEOPLE can help

  • Integration modernisation: Replace direct SQL and file-based integrations with API-based connections
  • Companion applications: Build web portals, mobile apps, and specialised tools for functions Ci Anywhere can't cover
  • Reporting and analytics: Create custom dashboards and data pipelines that work with Ci Anywhere's API
  • Data migration support: Extract, transform, and validate data for the Ci Anywhere migration
  • Automation: Build automated workflows for processes that exceed TechnologyOne's built-in automation

Frequently asked questions

Is TechnologyOne the same as Tech One or TechOne?

Yes — TechnologyOne (often shortened to TechOne) is the official name. The company is ASX-listed as TNE. It's an Australian-developed ERP focused on government, education, health, and community services.

What does Ci Anywhere mean for our on-premises installation?

Ci Anywhere is the cloud-hosted, browser-based version of TechnologyOne. The company is actively migrating all customers to SaaS. On-premises installations are being phased out, so if you haven't started your Ci Anywhere migration, it should be on your roadmap.

How long does a Ci Anywhere migration take?

Typically 6-12 months including planning, configuration review, data migration, user training, and parallel running. Complex environments with heavy customisation or many integrations may take longer.

What happens to our custom reports and dashboards?

Custom reports built in older TechnologyOne reporting tools need reviewing. Some translate to the Ci Anywhere reporting framework; others need rebuilding. If you're using external reporting tools (Crystal Reports, SSRS), those connections need re-establishing for the SaaS environment.

Can we still customise TechnologyOne in Ci Anywhere?

TechnologyOne limits customisation in the SaaS model to protect upgrade reliability. Configuration (settings, workflows, forms) is supported; deep code-level customisation is restricted. This means some customisations may need replacing with external applications or middleware.

Key takeaways

  • TechnologyOne is moving all customers to Ci Anywhere (SaaS) — on-premises is being phased out
  • The SaaS model limits deep customisation, so some existing customisations may need external solutions
  • Integration approaches change with Ci Anywhere — direct database connections are replaced by APIs
  • Reporting needs particular attention, especially if you rely on external reporting tools
  • Start planning now. The migration isn't optional, and waiting increases complexity.
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