Series 8 Steps: 5) Develop a Data Migration Plan

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Cloud ERP implementation: Not easy but worth it

 

Anyone who has contemplated an ERP deployment, has recognized that switching from legacy or multiple, disparate systems to a comprehensive cloud-based ERP solution is a complicated and extensive procedure. Starting with the initial actions of gaining leadership and IT buy-in followed closely by making your ERP selection, you’re ready to take the first four official steps of Acumatica’s eight-step ERP Playbook to Implementation success: choosing your deployment option; assembling an implementation team; defining your requirements; and developing a project plan.

 

Step five—migrating your data—is part of step four. However, because migrating your data in an orderly, defined way is essential to your success, it becomes its own step.

 

Step five in our eight steps to implementation success is exactly that. Our well-defined, clearly prioritized plan orders the data migration tasks in the following user-friendly checklist:

 

  • Ensure all existing customer contact information is accurate and up-to-date
 
  • Remove incorrect or redundant data (discontinued vendors, contacts no longer with the company)
 
  • Remove incorrect or out-of-date company data (old part numbers, discontinued products)
 
  • Set up your database
 
  • Map your legacy ERP data to the new database fields
 
  • Transfer the data to the new system
 
  • Test the new system to verify all legacy data has been moved and is accessible
 
  • Verify new data can be added to the system (new product information, inventory item location, new customer information)
 

Cloud ERP implementation: One step closer to success

 

Data migration is not fast or easy, but Opus Management and our partners are committed to making it an easy-to-understand and organized process. We’re also committed to making every step of our eight-step process equally successful.

 

If you’re interested in your own cloud ERP implementation experience, then we hope you’ll contact our team today. We’ll be with you every step of the way.

 

Stay tuned for details on step six: Developing a test plan.

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