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What steps should you take for a successful ERP data migration

What steps should you take for a successful ERP data migration

ERP data migration

ERP data migration: essential steps and best practices for a smooth transition

A modern ERP solution is crucial for efficient business processes, but transitioning from legacy systems to a new ERP brings challenges. Poor implementation can lead to erroneous data, system downtime and operational disruptions. With a thoughtful strategy and the right approach, you’ll minimize these risks. In this guide, we explain the key steps and best practices for a successful ERP data migration.

What is ERP data migration?

ERP data migration is the process of transferring data from legacy systems to a new ERP platform. This includes:

  • Data extraction: retrieving data from existing systems.
  • Data transformation: adapting data to the structure of the new ERP.
  • Data validation: checking for accuracy and completeness.
  • Data-loading: the actual loading of data into the new system.

A successful migration improves operational efficiency, data-driven decision making and customer service.

Key steps in ERP data migration

1. Data assessment

Before you begin, analyze the quality and structure of the existing data:

  • Take an inventory of all data resources (databases, spreadsheets, storage systems).
  • Check for redundancy, relevance and accuracy.
  • Determine what data needs to be cleaned, updated or transformed.

2. Data-mapping

Determine how data from the old system fits into the new ERP:

  • Capture the relationship between data in different systems.
  • Make sure fields in the old system match those in the new ERP.
  • Test the mapping on a small scale to detect errors early.

3. Data extraction

Hook up data from sources, focusing on:

  • Efficiency: divide large data sets into smaller batches for faster processing.
  • Consistency: check for completeness and correct inconsistencies.
  • Minimal downtime: schedule extraction off-peak or use backup systems.

4. Data transformation and cleansing

Adapt data to the new structure and standards:

  • Format: reformat dates (e.g., dates, units).
  • Cleaning: remove duplicates, correct errors and update outdated data.
  • Standardization: ensure uniform naming conventions and measurement methods.

5. Data validation

Check the data before loading it into the new ERP:

  • Make sure all required fields are completed.
  • Avoid duplicate records and check for business rules.
  • Compare data between the old and new system for accuracy.

6. Data-loading

Load the transformed data into the new ERP, preferably in phases:

  • Start with less critical data to reduce risk.
  • Make backups in case something goes wrong.
  • Monitor system performance while loading.

7. Testing and going live

Test thoroughly before the system goes live:

  • Check all features, integrations and workflows.
  • Involve end users in testing for practical feedback.
  • Perform spot checks to verify data accuracy.

Challenges in ERP data migration

  • Data quality: outdated, duplicate or incomplete data.
  • Complex data structures: difficult mapping between old and new systems.
  • Security: risk of data breach or regulatory non-compliance.
  • Downtime: disruption of business processes during migration.
  • Lack of expertise: specific knowledge required for ETL processes.

Best practices for a successful migration

  1. Early planning: establish a detailed project plan with milestones, resources and timing.
  2. Data governance: appoint data owners and pre-clean data.
  3. Phased migration: migrate in stages to spread risks.
  4. Thorough testing: use a test environment and involve end users.
  5. Backup and contingency plan: ensure recovery options in case of problems.
  6. Training and support: familiarize users with the new system.

Popular ERP migration tools

  • Boomi: cloud-based, compatible with SAP, Oracle and NetSuite.
  • Celigo: pre-built connectors for NetSuite.
  • Informatica PowerCenter: powerful for large ETL projects.
  • Dell EMC: minimizes downtime and ensures data integrity.
  • SAP Data Services: specifically for SAP environments.

Minimize your risks!

A successful ERP data migration requires careful preparation, structured execution and the right tools. By following the above steps and best practices, you will minimize risks and ensure a smooth transition. At M2Q we are happy to help you with a customized migration, contact us for a customized plan.

Questions? Let us know, and we will discuss how M2Q can support your ERP migration.

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