To successfully migrate data from an old ERP system to a new one, carefully calculate and examine current data volumes and quality. Determine what data needs to be electronically migrated, such as customer, vendor, product and financial records. Clean data folders by removing poor quality data and transferring small files manually. Assign a dedicated team to manage the migration process and ensure a smooth transition.

1. 11.16.2017
Tips for Successful ERP
Data Migration

2. Whether you're setting up a new ERP solution or upgrading the in­
house system, there's always x number of techniques that you need
to run to get the things done perfectly. There comes a lot of layers
and complexities that you need to get through and several hours of
hardwork to successfully complete the ERP.
In simple words, ERP data migration is the process of cleansing,
reformatting, restructuring, copying, and moving data from the
previous systems to the new ERP solution. The migration data might
include databases, documents, custom­built IT infrastructure and the
previous ERP solution. Migrating data from the previous ERP to new
ERP solution is no problem for the vendor as they can handle this
efficiently, but it might be difficult for you. Here are a few tips for you
that will help for a smoother migration.

3. Calculate and examine your current data
Evaluate all the volume of data you have and what you want to
discard or move to your new system. Ensure to check all the files,
docs, reports, on­screen inquiries, current data and historical data
and determine what needs to be migrated. Also, cross­check all the
data and its quality, meaning that if you want to modify any data, you
can do it before the migration.
Decide what data needs to be electronically migrate
Firstly, start with smaller data such as customer and vendor data,
bills, products, sales document and history, current and historical
financial records, etc.

4. Apart from this, you can also take into account subsidiary data like an
inventory management system that is capable of tracking crucial data
such as serial numbers, or if you are a food distributor, you can also
check the number of remaining and original quantities of food.
Simply put, you need to look at the quality and quantity of data. Poor
quality data needs to go into the trash and small files can be
transferred manually on the new system rather than electronically.
Clean your folders
Not clear off everything, but that doesn't means to migrate everything
either. Determine good data and bad data before you migrate data to
the new ERP environment. If you try to push in large volumes of data,
it might restrict your migration capacity. Thus, management needs to
weigh down the usefulness of old data.

5. Assign a dedicated team to work on the project
As mentioned, data migration has never been easy and without
proper planning and strategy, data migration can break an ERP
implementation. For a successful migration, consider assigning a
team to manage the data migration process that will ensure to check
that there are no loopholes and migration runs smoothly.
There are several other layers to data migration that your
organization needs to take into account. Besides, you can also seek
assistance from your vendor to provide guidance on this crucial
migration procedure, as it can help in minimizing risks that are
involved the other way.

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