How to ensure a successful ERP Migration

ERP Migration

Let’s Find out how to execute a successful ERP Migration

An Approach to an ERP Migration

  • ERP implementation is a multi-layered, complicated endeavor that needs to be carefully planned and managed. One of the important layers is the part of migrating your data to the new ERP system.
  • Many companies make the mistake of assigning very little importance to this essential task. As a result, they either end up scrambling at the last minute to resolve data display issues or end up with a frustrating mess of an implementation altogether.
  • There are, however, steps you can take that will help you make sure the ERP data migration process proceeds without glitches and in as short a time frame as possible.
  • ERP migration phases are the process of organizing, restructuring, copying, and migrating data from your old ERP systems to your new solution.
ERP Migration
ERP Migration


Analyzing your data way ahead of the actual ERP migration is a crucial step. You know that your business deals with different kinds of data.

  • Master data – the core data that is essential for the operation of your business processes. It is a consistent set of attributes and identifiers that describes the different entities of your company, e.g. customers, products, suppliers, chart of accounts, etc.
  • Historical data – collected data that is over two years old.
  • Live/current data – all of your recent transactional data

So before you let your vendor embark on ERP data migration, you first need to make some decisions about these types of data.

This can be a tricky and complicated process. If your employees had been inputting data into your legacy system using standardized processes all along, then that’s great news. If, however, at some point or another they had created their own ways of data entry, it may open the door to a whole new set of complications.

See Also: 4 Key Practices for Successful ERP Migration.

You have to define things like,

  • What data has to be migrated first?
  • When the data should be migrated, either close to or after the Go-live date.
  • Which historical data has to be migrated to the new system.
  • The levels of access to users of the data, etc.
what is erp migration
What is ERP Migration

Hence it is very important to overlook the planning and strategizing portion of the ERP migration phases if you don’t want to be hit with unpleasant and frustrating complications.


You have to assess whether you actually need all the data in the new system or not. Before migrating your data from your Legacy system to a new ERP system. you have to do some spring cleaning.

  • Review your data and decide on its quality. This is the perfect opportunity to rethink or reassess the ways to record data.
  • You may also want to consider changing your processes and ask your new ERP vendor for recommendations on the structure of the data that is stored.
  • You have to assess whether you actually need all that data in the new system. This is the time to clean up irrelevant information, inaccurate data, and duplication.

In the end, you should have organized, consistent data categories ready to be migrated to the new system.


  • Apart from making sure that your vendor is completely briefed with the information about your data before they begin the migration process, an essential success factor for this project is assigning an in-house team or employee that will superhead the process.
  • Ideally, these people should be long-term company employees who are well-versed in the company’s background and its history with legacy systems.
  • These employees can surf your company to extract and organize that data into structured charts.
  • You, in turn, will rest assured that you have trusted people who will make sure to keep pushing the ERP system migration forward until everything is successfully entered into the new system.


  • The way you map out your data migration processes is crucial. You should have a clearly defined timeline that reflects the types of data, the amount of data, the necessary changes to be made, etc.
  • Do make sure to also have contingency plans for delays – unforeseen issues are more likely to arise than not.


In order to make sure that everything goes correctly and according to plan follow the following testing procedure :

  • First, take a small amount of test data.
  • Make sure that it loads correctly in your new ERP system.
  • Check how the new solution is handling the data, and take the feedback.

Your key users should then take the new system for a test drive. Simulating their daily business processes and running rigorous tests on the system. This is the key step in catching problems and tracking them early.


“Switching to a new ERP system is never easy, and ERP migration is one of the more complicated parts of the process. Planning ahead and defining a strategy for the process will save you a headache in the future.”

Get in touch with us to see how Ximple Solutions can help your Distribution Business!


Why is data migration so important to an ERP migration?

Data migration is a part of the ERP implementation process.ERP solutions depend on the integrity of data to produce credible results. Thus, data migration must lead to accurate, consistent, valid, and complete data. 

What are the 4 major phases of ERP implementation?

ERP implementation requires a good deployment plan to succeed. Four major phases of the ERP implementation process include: 

  • Discovery and planning entail creating a broad team of experts to oversee the ERP implantation process. The team should discover inefficiencies and possible interruptions before planning the implementation process. 
  • Evaluation and selection – The team must select the best platform for solving existing inefficiencies and problems.
  • Design and development – The ERP team must determine if the selected platform can work with existing workflows. If not, it should identify the workflows requiring change. After this, it must start the development process to help meet the needs they have defined above. It is where the data migration process should occur. The team will also determine how to train users and choose the training materials. 
  • Testing and Deployment – Testing allows the team to assess the platform before it goes live. If the platform is fine, the team will start deploying it. In this step, training is necessary to help reduce resistance to change. After deployment, the team must support the users to ensure they do not miss anything.

What are the three major plans for ERP implementation?

To ensure a successful ERP implementation procedure, carry out three activities. These include:

  1. Project management
  2. Process improvement
  3. Change management.

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