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A platform replacement fails when the new system is technically installed but not absorbed by the business. Workarounds return. Controls move back to spreadsheets. Borrowers feel friction. Analysts lose confidence in the workflow. Leaders lose confidence in the number.

This guide gives lenders a practical way to reduce that risk: document the current condition, test compatibility on real collateral data, resolve material risks before scoring, convert findings into the implementation plan, and monitor adoption after go-live.

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