Greeting from FACTS Team! Wishing you the best this season.
Data migration is a crucial stage of ERP Software implementation which requires careful analysis of data and removal of junk data. If it is not done carefully – the excess data may clog the system and waste lot of resources and even confuses the waste data with the priority data. For data migration the following steps should be taken care.
Identify the data
The most crucial stage of data migration is identifying the valuable data. The data can be categorized in various types such as setup data – the principles and procedures to be entered to the system and this is done manually
The other type of the data is sub master data – which is basically one time data entry required to be entered only once and it includes the terms of payments or methodologies
Master and sub master entry
The master data include the material master, Customer master, Company master etc. The entry is done for the company and its parameters. The data entered in the master tables should be extensible and transactional in nature. The data requires regular updates and maintenance. Tools can be used to make the masters entries.
When the transactional data is entered into the system – the system goes live and therefore, it should be carefully analyzed. It is the data related to everyday transactions and financial balances. The system can go live only after the transactional data is entered and fully tested. The transactional data includes the data from the Customer, Supplier, the trail balances etc.
Determine the time of data migration
All the data till date is entered into the system. The open balance and the open and closed balances should be resolved to prevent any errors in data. The data should be validated before it is to make it go-live and it should be ready for conference room pilot.
The data should be validated and the sub master data should follow the same process for set up as the master data
The transaction data should be tested for the whole data load cycle which includes the validation of accounting entries and transferring the data to ledgers
Data migration for different Countries
The sharable component of the whole software should be used for integrating the data of various countries and the templates can be used to handle different sets of data. The data having unique identity such as customer id, supplier id should be made mandatory and the second set of data include the payment terms which are non-mandatory fields
The third set of data refers to the data which is specific of certain regions and countries.
Get the tools
There are many different types of tools available to load the data into tables and it includes data loader, SQL loader, Standard API’s, forms, User Interfaces etc.
Setups can be used for data migration and certain setups can be specifically designed for moving the data into new tables.
Data archiving can be done for statutory data required for the country specific or region specific data which belongs to particular business areas
The security of the data should be ensured at each stage of data migration