Ensuring Successful Data Migration to New ERP System

Posted By : Pratyush Kumar Singh | 23-Jul-2019

Introduction:  ERP implementation is a multi-layered, difficult endeavor that needs to be carefully planned and managed. One of the vital layers is the part of migrating your data to the new ERP system. Several firms make the error of assigning little or no importance to this essential task. As a result, they end up scrambling at the moment to resolve data display issues, etc.

There are steps you'll take which will assist you to ensure successful ERP data migration:

1.Analyze the Data Migration Project

Analyzing your data way before the particular migration is a crucial step. You recognize that your business deals with totally different sorts of data:

  • Master data – the core data that's essential for the operation of your business processes. It's a homogenous set of attributes and identifiers that describes the various entities of your company, e.g. customers, products, suppliers, chart of accounts, etc.
  • Historical data – collected data that's over 2 years old.
  • Current data – all of your recent transactional data.

So before you let your merchandiser start data migration, you initially got to create some decisions concerning these sorts of data. You have to outline things like which historical data needs to be migrated to the new system, what data needs to be migrated 1st, which can be migrated after or near to the go-live date, the level of access to users of the data, etc.

2.Review your Data and Processes 

Before migrating your data from your legacy system to a replacement ERP system, you've got to try and do some spring improvement. Review all of your data and choose its quality. This is often the perfect chance to rethink or re-evaluate the ways to record new data.

Also, you've got to assess whether or not you truly want all that data within the new system. This is often the time to wash up tangential data, inaccurate data, or duplicate content.

In the end, you must have organized, consistent data categories ready to be migrated to the new system.

3.Assign the Right People

Aside from ensuring that your vendor is totally briefed regarding your data before they start the migration process, one essential success factor for this project is assigning an in-house team or employee who will spearhead the method. 

Ideally, these individuals ought to be long-time company staff who are well versed within the company background and its history with legacy systems. You, in turn, can rest assured that you simply have trustworthy people who will ensure to keep pushing the data migration project forward until everything is successfully entered into the new system.

4. Remember that time is of the essence

The manner you map out your data migration process is crucial. you must have a clearly defined timeline that reflects the categories of data, the number of data, the required changes to be made, etc. Do make certain to also have contingency plans for delays – unforeseen problems are more likely to arise than not.

5.Test and Fix Issues

In order to ensure that everything goes as per the plan, a good tip to remember is to initially test a little amount of data to make certain it loads properly in your new ERP system. You can then increase the amount of data uploaded and also the frequency, to examine however the new solution is handling it. 

Your key users ought to then take the new system for a test drive – simulating their daily business processes and running rigorous tests on the system 

This is a key step in catching issues and confronting them ahead of time.

Conclusion: Switching to a replacement ERP system isn't straightforward, and data migration is one of the most complicated steps of the process. planning ahead and defining a method for the process can prevent a headache within the future.

About Author

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Pratyush Kumar Singh

Pratyush is a bright QA Engineer with skills in Manual Testing and always eager to learn. He has good ability to solve the problems and provide solutions.

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