Tips For Successful Data Migration On A New ERP Solution

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The business world is changing at an unprecedented pace, and enterprise resource planning or ERP software is at the center of this transformation. Every ERP system requires data to operate effectively and add value to the business. As more and more companies are looking to implement ERP solutions, they are often worried about the entire data migration undertaking. 

This is understandable given data is vital for businesses in the digitized environment, and anything going wrong with data migration will result in some adverse consequences. Therefore, here are some tips to help your organization establish a practical data migration roadmap for successful data migration without encountering any issues.

Understanding The Scope Of The Project:

This is one of the essential tips that every organization must consider when migrating data to a new ERP system. In general, any organization functions with three varied data categories: the current live or open transactional data, the core data needed for organizations to function optimally, and the historical data used for references. 

Hence your organization needs to define the accessibility of this critical information. This means determining the data that has to be migrated, the affected sites in the process, and the data that has to be converted. In addition, it always helps to have a clear idea about the amount of historical information that needs to be migrated to the new ERP software. 


It is imperative to ensure that your organization has a clearly defined strategy for data migration. One needs to understand that data migration is much more than a simple project for an organization’s IT department. Instead, data migration means garnering efforts and support from every department within an organization. 

Therefore, it is highly recommended that you devise specific plans for specific departments where everyone is assigned decision-making authority and responsibilities. It is recommended to work in a systematic formation with logical work sequences and realistic deadlines. Avoid rushing the plan as it can increase the chances of things going drastically wrong. 

Define Standards Of Different Sources:

People often fail to realize this, but moving data from varied sources can be a considerable challenge. Most organizations have to transfer data from the old ERP solution, Microsoft Excel Quickbooks, and more. Therefore, it is essential to understand each of these has varied categories of data, and chances are every department uses its pattern to classify data. 

Hence, an organization needs to bring together the managers and executive management from all the departments and take decisive action to augment the entire data migration undertaking from every department. This will help you find common ground or standard that works for everyone and get started on moving the data to the new ERP solution with minimum hassle or disruption.         

Testing And Validating:

Implementing anything new in an organization requires rigorous testing to optimize everything. This becomes more important when migrating data to a new ERP system because this system will function as the backbone of the entire business. Further, migrating data to a new system does not just happen overnight, but it takes time to get everything in order and get started with the process. 

Experts recommend starting the data migration after mapping out all the business processes on the novel system. As there is a lot of data that needs cleansing, formatting, copying, and restructuring, the chances of encountering issues during the process are not very uncommon. Therefore, it is recommended that you carry out extensive testing to detect any problems and resolve the same at the earliest.

Leverage Assistance From Professionals:

Data migration is a huge undertaking, so it only makes sense to leave this hassle to people equipped with the skills and competence to migrate data without any hassle. Many professionals offer unmatched data migration services to organizations of varied scales. This is the ideal way to simplify the entire process and ensure that the data critical to the business remains in safe hands.

Bottom Line

Of course, data migration can be challenging, but that does not mean one should not migrate to a new ERP solution. This is just the minimal cost one has to pay for leveraging the fantastic perks of an augmented ERP solution. Therefore, leverage these above tips and augment your data migration without hassle.      

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