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Eight Essential Steps to an Efficient Data Migration
Streamline Your Move to SAP S/4HANA® with Proven
Best Practices
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©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
Plan for Success
Data migration projects are critical to innovation and business
growth. To successfully deploy an advanced solution such as SAP
S/4HANA®, you need to completely and carefully plan and execute
your project. Reduce risk and maximize business value by following
eight essential steps to an efficient data migration.
2025
The date when SAP stops supporting
SAP® Business Suite software and
users must upgrade to
SAP S/4HANA
Source: “SAP Customers on the Move to SAP S/4HANA,” IDC, June 2019.
Number of surveyed SAP customers planning on
deploying SAP S/4HANA within three years54%
43% Number of surveyed SAP customers planning
on consolidating several ERP instances
into one instance of SAP S/4HANA
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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Proper preparation creates the foundation for future success.
As you prepare, be sure to:
• Set up your project for reusability
• Identify potential economies of scale
• Establish clear roles and responsibilities across the project team
• Highlight any exceptional needs (for example, audit reporting)
• Focus on people, processes, and technologies
Key Success Factors
• An efficient path to accelerate multiple or complex
migrations
• Careful project scoping that speeds the profile step
• Flexibility to adapt to special requirements
1PREPARE
Define Team Roles, Systems, and Schedules
©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
Plan for
Success Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1 Go
Live
Gain
Value
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Although this step is often overlooked, getting it right can reduce
the time and resources required for subsequent stages of the
process. Be sure to:
• Ensure all of your organization’s data is visible
• Identify all data sources
• Understand definitions for data sources
Key Success Factors
• Quick, noncustomized code generation and extraction
• Ability to rapidly move to the next step
• Clear knowledge of required data
EXTRACT
Collect and Stage Source Data
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2
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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3This step provides insight into your legacy data. It also defines
the critical fields required for migration. Be sure to:
• Migrate only business-relevant data
• Assess the pros and cons of existing workflows
• Assign the right resources for cleanup based on your outputs
• Cleanse and harmonize only essential data
Key Success Factors
• Data that is obvious to all stakeholders
• Clear understanding of data construction complexity
• Data rightsized for the new platform
• A focus on correct, business-relevant data
PROFILE
Analyze and Cleanse Your Data
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Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
6 / 12
©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
The design for your target data should reflect the new system,
regardless of the data source. Be sure to:
• Define the optimal data required by SAP S/4HANA
• Reuse rules after the system goes live to save future resources
• Create a collaborative process between existing data and
SAP S/4HANA
Key Success Factors
• Target data design synchronized with design used by
SAP S/4HANA
• Content that includes business rules, which enrich technical
validation
• Reusable designs that prevent rework and delays
• Ability to track progress of project
DESIGN
Create a Blueprint for SAP S/4HANA
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4
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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Instead of running the mapping process in multiple spreadsheets,
be sure to:
• Create clear interface logic between legacy sources and
SAP S/4HANA
• Ensure users can easily check the completeness of mapping
• Define reusable processes and rules within the mapping
Key Success Factors
• An auditable system that simplifies the data mapping process
• Ability to track each wave of mapping
• Automation that allows business users to map directly from the
source
MAP
Align Your Sources with Data Fields in SAP S/4HANA
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5
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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Most data sets need to be enhanced with information from
business users. To keep things simple for nontechnical colleagues,
be sure to:
• Make data construction a carefully controlled process
• Empower business users to look after their data
• Allow users to find and fix data from one location
• Enable business users to quickly identify and remediate data
Key Success Factors
• A governance structure that simplifies data validation
• Data that is dynamically linked to the target data design
• Business validation of data enrichment
• Ability for business users to easily complete data enrichment
tasks
CONSTRUCT
Manually Enrich Your Data
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6
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
Your business needs high-quality data to be available before the
system goes live. Be sure to:
• Fully validate data so it can be loaded, reconciled, and used
• Apply the correct rules and configurations for source and target
data
• Conduct testing and generate reports to prove data quality
Key Success Factors
• Automatic data validation that occurs without loading data
into SAP S/4HANA
• Autogenerated source and target validations of business and
technical data
• Data migration simulations that increase confidence in the
migration process
• Autogenerated coding, reporting, and technical activities that
save resources
TRANSFORM
Simulate and Validate Your Loading Process
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7
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
With all business and technical reconciliations complete, your team
can load data into SAP S/4HANA with confidence. Be sure to:
• Confirm that high-quality data is transferred easily
• Check that data is accepted and readily used by business users
• Load approved, business-ready data directly into SAP S/4HANA
Key Success Factors
• A full cutover plan that can be executed without needing
multiple systems
• Advanced technical and business reconciliation that occurs
after data loading
• Minimal or no business interruptions
LOAD
Move Your Data into SAP S/4HANA
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8
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
11 / 12
©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
Following these eight steps helps ensure that your data migration
is properly prepared and executed, so you can optimize your
transition to SAP S/4HANA.
To reduce the time needed for data migration and accelerate
your time to go-live, you can also use the SAP Advanced Data
Migration application by Syniti. This application addresses the
eight steps of successful data migration, giving your team a faster
way to connect, prepare, and validate data before loading.
With a smart, simplified interface, SAP Advanced Data Migration
combines technology with best practices. The application helps
you keep data migrations on track, on time, and on budget – and
it helps you mitigate the cost overruns and conversion failures
common to complex data migrations.
Follow these eight steps so your data migration is
properly prepared and executed, optimizing your
transition to SAP S/4HANA.
GO LIVE
Prepare for Your Data Migration to SAP S/4HANA
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1Plan for
Success
Go
Live
Gain
Value
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©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
SAP Advanced Data Migration helps you:
• Control costs by reducing manual migration efforts and
avoiding deployment delays
• Gain end-to-end visibility across tasks and schedules
through a project management dashboard
• Simplify complex migration processes with built-in
methodology and intuitive templates
• Keep migration teams and executives informed using
key dashboard metrics
• Reduce risk through strong data validation, workflow, and
approval practices
LEARN MORE
Discover how SAP Advanced Data Migration can help you
accelerate data migration and speed your time to go-live.
SAP Advanced Data Migration combines
technology with best practices,helping
you keep data migrations on track,
on time, and on budget.
Extract
2
Construct
6
Profile
3
Transform
7
Map
5
Design
4
Load
8
Prepare
1
GAIN VALUE
Realize Business and Technical Benefits
Plan for
Success
Go
Live
Gain
Value
1 / 1
©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved.
© 2019 SAP SE or an SAP affiliate company. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by
SAP SE and its distributors contain proprietary software components of other software vendors. National product
specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without
representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or
omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and
services are those that are set forth in the express warranty statements accompanying such products and
services, if any. Nothing herein should be construed as constituting an additional warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in
this document or any related presentation, or to develop or release any functionality mentioned therein. This
document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future
developments, products, and/or platforms, directions, and functionality are all subject to change and may be
changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this
document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to
differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking
statements, and they should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or
registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product
and service names mentioned are the trademarks of their respective companies.
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Eight essential steps to an efficient data migration ... with proven best practices

  • 1. 1 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Eight Essential Steps to an Efficient Data Migration Streamline Your Move to SAP S/4HANA® with Proven Best Practices
  • 2. 2 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Plan for Success Data migration projects are critical to innovation and business growth. To successfully deploy an advanced solution such as SAP S/4HANA®, you need to completely and carefully plan and execute your project. Reduce risk and maximize business value by following eight essential steps to an efficient data migration. 2025 The date when SAP stops supporting SAP® Business Suite software and users must upgrade to SAP S/4HANA Source: “SAP Customers on the Move to SAP S/4HANA,” IDC, June 2019. Number of surveyed SAP customers planning on deploying SAP S/4HANA within three years54% 43% Number of surveyed SAP customers planning on consolidating several ERP instances into one instance of SAP S/4HANA Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 3. 3 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Proper preparation creates the foundation for future success. As you prepare, be sure to: • Set up your project for reusability • Identify potential economies of scale • Establish clear roles and responsibilities across the project team • Highlight any exceptional needs (for example, audit reporting) • Focus on people, processes, and technologies Key Success Factors • An efficient path to accelerate multiple or complex migrations • Careful project scoping that speeds the profile step • Flexibility to adapt to special requirements 1PREPARE Define Team Roles, Systems, and Schedules ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Plan for Success Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1 Go Live Gain Value
  • 4. 4 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Although this step is often overlooked, getting it right can reduce the time and resources required for subsequent stages of the process. Be sure to: • Ensure all of your organization’s data is visible • Identify all data sources • Understand definitions for data sources Key Success Factors • Quick, noncustomized code generation and extraction • Ability to rapidly move to the next step • Clear knowledge of required data EXTRACT Collect and Stage Source Data 4 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 2 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 5. 5 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 3This step provides insight into your legacy data. It also defines the critical fields required for migration. Be sure to: • Migrate only business-relevant data • Assess the pros and cons of existing workflows • Assign the right resources for cleanup based on your outputs • Cleanse and harmonize only essential data Key Success Factors • Data that is obvious to all stakeholders • Clear understanding of data construction complexity • Data rightsized for the new platform • A focus on correct, business-relevant data PROFILE Analyze and Cleanse Your Data 5 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 6. 6 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. The design for your target data should reflect the new system, regardless of the data source. Be sure to: • Define the optimal data required by SAP S/4HANA • Reuse rules after the system goes live to save future resources • Create a collaborative process between existing data and SAP S/4HANA Key Success Factors • Target data design synchronized with design used by SAP S/4HANA • Content that includes business rules, which enrich technical validation • Reusable designs that prevent rework and delays • Ability to track progress of project DESIGN Create a Blueprint for SAP S/4HANA 6 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 4 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 7. 7 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Instead of running the mapping process in multiple spreadsheets, be sure to: • Create clear interface logic between legacy sources and SAP S/4HANA • Ensure users can easily check the completeness of mapping • Define reusable processes and rules within the mapping Key Success Factors • An auditable system that simplifies the data mapping process • Ability to track each wave of mapping • Automation that allows business users to map directly from the source MAP Align Your Sources with Data Fields in SAP S/4HANA 7 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 5 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 8. 8 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Most data sets need to be enhanced with information from business users. To keep things simple for nontechnical colleagues, be sure to: • Make data construction a carefully controlled process • Empower business users to look after their data • Allow users to find and fix data from one location • Enable business users to quickly identify and remediate data Key Success Factors • A governance structure that simplifies data validation • Data that is dynamically linked to the target data design • Business validation of data enrichment • Ability for business users to easily complete data enrichment tasks CONSTRUCT Manually Enrich Your Data 8 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 6 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 9. 9 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Your business needs high-quality data to be available before the system goes live. Be sure to: • Fully validate data so it can be loaded, reconciled, and used • Apply the correct rules and configurations for source and target data • Conduct testing and generate reports to prove data quality Key Success Factors • Automatic data validation that occurs without loading data into SAP S/4HANA • Autogenerated source and target validations of business and technical data • Data migration simulations that increase confidence in the migration process • Autogenerated coding, reporting, and technical activities that save resources TRANSFORM Simulate and Validate Your Loading Process 9 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 7 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 10. 10 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. With all business and technical reconciliations complete, your team can load data into SAP S/4HANA with confidence. Be sure to: • Confirm that high-quality data is transferred easily • Check that data is accepted and readily used by business users • Load approved, business-ready data directly into SAP S/4HANA Key Success Factors • A full cutover plan that can be executed without needing multiple systems • Advanced technical and business reconciliation that occurs after data loading • Minimal or no business interruptions LOAD Move Your Data into SAP S/4HANA 10 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. 8 Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 11. 11 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. Following these eight steps helps ensure that your data migration is properly prepared and executed, so you can optimize your transition to SAP S/4HANA. To reduce the time needed for data migration and accelerate your time to go-live, you can also use the SAP Advanced Data Migration application by Syniti. This application addresses the eight steps of successful data migration, giving your team a faster way to connect, prepare, and validate data before loading. With a smart, simplified interface, SAP Advanced Data Migration combines technology with best practices. The application helps you keep data migrations on track, on time, and on budget – and it helps you mitigate the cost overruns and conversion failures common to complex data migrations. Follow these eight steps so your data migration is properly prepared and executed, optimizing your transition to SAP S/4HANA. GO LIVE Prepare for Your Data Migration to SAP S/4HANA Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1Plan for Success Go Live Gain Value
  • 12. 12 / 12 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. SAP Advanced Data Migration helps you: • Control costs by reducing manual migration efforts and avoiding deployment delays • Gain end-to-end visibility across tasks and schedules through a project management dashboard • Simplify complex migration processes with built-in methodology and intuitive templates • Keep migration teams and executives informed using key dashboard metrics • Reduce risk through strong data validation, workflow, and approval practices LEARN MORE Discover how SAP Advanced Data Migration can help you accelerate data migration and speed your time to go-live. SAP Advanced Data Migration combines technology with best practices,helping you keep data migrations on track, on time, and on budget. Extract 2 Construct 6 Profile 3 Transform 7 Map 5 Design 4 Load 8 Prepare 1 GAIN VALUE Realize Business and Technical Benefits Plan for Success Go Live Gain Value
  • 13. 1 / 1 ©2019SAPSEoranSAPaffiliatecompany.Allrightsreserved. © 2019 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/copyright for additional trademark information and notices. www.sap.com/contactsap 64838enUS (19/08) Follow us