1. Data Assessment:
Before migration, assess your existing data to identify its quality, relevance, and completeness. Determine what needs to be migrated and what can be archived or discarded.
2. Data Cleansing:
Cleanse and standardize data to remove duplicates, inconsistencies, and inaccuracies. This ensures that your data is reliable and error-free in the new system.
3. Data Mapping:
Create a detailed map that defines how data elements in your old system correspond to those in the ERP software. This mapping is crucial for a smooth transition.
4. Data Extraction:
Extract data from the source systems, ensuring that it's in a format compatible with the new ERP system.
5. Data Transformation:
Transform data as required to match the format, structure, and data types of the ERP system. This may involve data conversion and data enrichment.
6. Data Validation:
Perform data validation checks to ensure data accuracy, integrity, and compliance with business rules and regulations.
7. Data Loading:
Load the transformed data into the ERP system, making sure that the process is efficient and error-free.
8. Data Reconciliation:
Reconcile data between the source and target systems to identify and resolve any discrepancies.
Rigorously test the migrated data to verify that it functions as expected within the ERP system. This includes user acceptance testing (UAT) and data integrity checks.
10. Backup and Disaster Recovery Planning:
Establish robust backup and disaster recovery plans to safeguard your data during and after the migration process.