ERP Data Migration Tips: Streamline Data Conversion

ERP data migration tips

Data migration is tough. Today, data is an invaluable resource. Thus, solid ERP data migration tips can save your life. As such, we’ll cover just that today.

Luckily, NetSuite has outstanding advice. Therefore, let’s combine it with our experience in the field. Additionally, we’re offering free consultation. You can book yours here if you need help.

The best ERP data migration tips: create a plan

As usual, the best recommendation is planning. Think about what you need in advance. Then, assign resources, set deadlines, and outline the whole process. That way, you can work more efficiently and with fewer errors.

The team

Similar to implementation, data migration benefits from dedicated teams. This team should include experts and user groups. For instance, always include who’ll work directly with the data.

Map your data

Typically, companies have multiple data sources and categories. Redundancy and accuracy become challenges. Mapping and analyzing lets you iron out these inconsistencies.

Choose the right data

Likewise, not all data is crucial. For instance, some customers and suppliers have been gone for years. Also, some products become obsolete. Go through your data and decide what’s relevant.

Validate and test

Finally, review all information after conversion. Ideally, you should migrate data in phases. Compare and revise the data with your legacy systems to guarantee success.

General ERP data migration tips

Now, you should keep a few things in mind. These tips aren’t for practicing. Yet, they form crucial considerations. As mentioned, data migration is complex and delicate. You’ll need care and attention to detail. With that, it’s easier to find success.

It’s a priority

Data migration can feel annoying. Yet, it’s the foundation for your ERP project. If necessary, prioritize it over all other implementation steps.

Consider data usage

Data must deliver value. So, consider how your users will leverage it. For instance, map it to your ERP database structure. The same goes for rules, analysis, and accessibility.

Assign governance

Normally, teams only need certain information. Ensure you assign data ownership and roles to each team. It’ll also allow you to validate said data.

Don’t hoard data

Lastly, be selective. More data isn’t always better. So, keep what’s relevant and ditch the rest.

What are our best ERP data migration tips?

Finally, we can share a few final tips from our experience. The most important one is to be adaptive. Every company is different. Thus, data priorities and usage vary. Don’t fall for copy-pasted strategies. Instead, develop an approach that suits your needs.

Additionally, keep the following in mind:

  • Data migration is tedious but vital. It’s the last process you should rush.
  • Assign enough resources. For data migration, cutting corners can be dangerous.
  • Consequentially, consider working with professionals. They can save time and costs.

As such, we invite you to book your free consultation today! We’ll help you find options and room for improvement.

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Zero Point ERP Solutions

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