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An important factor in investing in a new enterprise resource planning (ERP) system may be the ability to save time. However, there seems to be a time-consuming challenge when faced with the task of migrating data from an old ERP solution or completely from another business system to a new ERP system. Fortunately, there are several ways to speed up data migration, some of which we will introduce in this article, as well as other "information you need to know" that you should keep in mind.

Define project responsibility

There must be a dedicated person or team responsible for the ERP data migration project. By handing over the the rope to someone who is fully focused on your work, this not only saves you time, but also ensures that you delegate the task to someone who knows enough about the new system. Typically, this will be the vendor of the new solution you invest in, and they should know the ideal import utility to use and how to use it. If the supplier does not provide advice or training on the migration project, care should be taken when purchasing or trying to "DIY work".

Understand your data and processes

Consider the data types to be used in the new ERP system. You can benefit from checking its quality, and if you think it's time for a thorough inspection, such as changing the way the product code, opportunity, or account is recorded, the change occurs before the business data is migrated to the business process. New system. The opportunity to migrate to a new business system or to re-evaluate your process, whether or not there is room for improvement.

Do you need to clean up?

From the last point, you need to ask yourself, "do I really need this data in the new system?" -such projects help manage cleanup and can be deleted before providing bad data, such as duplicate content or incorrect information, to the vendor or team responsible for the migration. The data should be consistent and clearly classified, which in some cases may mean using spreadsheet templates to readjust the information available for migration.

When will you move?

Typically, public transactions and current transactions are the last type of data to be migrated and completed at or after startup, while more static information, such as product and customer details, can be completed ahead of time. In the case of an early migration, you should ensure that there is a way to manually update this data before the new ERP system is enabled. Then, some types of data can give you more flexibility, such as historical sales records that are unlikely to change. Any data migrated near the startup point should be carried out after testing, so make sure that testing is scheduled for a period of time in the data migration plan to ensure a smooth migration.

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