Here are the main steps with migrating data to your new ERP:

• Planning: This initial phase involves understanding the scope of the migration, identifying the data to be moved, assessing the source and target systems, and defining a migration strategy. It’s crucial to set clear objectives and timelines. If you ERP is NetSuite see our post about preparing for NetSuite data migration.

• Assessment and Analysis: Assess the data quality, structure, and dependencies. Analyze the source and target environments to identify any potential issues and ensure compatibility.

• Design: Develop a detailed migration plan, including the data mapping, transformation rules, and processes needed to move the data. Design validation processes to ensure data accuracy and completeness post-migration.

• Development: Create or configure the necessary tools and scripts to facilitate the data transfer. This can involve custom coding, using data migration software, or leveraging database management tools.

• Testing: Conduct rigorous testing of the migration process in a controlled environment. This includes unit tests, system tests, and end-to-end tests to ensure that the data is accurately and completely transferred without loss or corruption.

• Execution: Perform the actual data migration, usually in phases to minimize downtime and risk. This may involve moving data in batches and using techniques like data replication or incremental loading.

• Validation: After migration, validate the data in the target system to ensure that it matches the source data in terms of accuracy, completeness, and integrity. This step often involves data reconciliation and integrity checks.

• Post-Migration: Conduct a post-migration review to address any issues that arose during the migration, optimize the new system, and decommission the old system if necessary. Provide training and documentation for users to adapt to the new environment.

Coras Consulting Data Migration Assessment

We are experts in data migration applying the latest techniques to extract and cleanse data before preparing for import to your new ERP.

Our approach is to first, carry out a detailed assessment on the data you want migrate. As part of this we apply our data framework approach to develop an initial view of your current data quality. We will talk your through the various datasets required, identify their sources and give you an idea of the work required to achieve optimal results post migration.

Our audit will give you details of your various data options transactional data v account level etc. It will also give an estimate of cleansing activities required including time and cost commitment.

Get in touch below if you would like help with any elements of data migration to your new ERP.