ERP software has enhanced the operational efficiency for many enterprises. This software contains lot of important data and more businesses across the globe are selecting ERP software. But the migration of ERP data is always a challenge.
Whether you are setting up a new ERP in the system or you are upgrading the existing one, there are different techniques to get everything done smoothly. But one needs to be careful and put in a lot of time and effort to ensure that this process is done smoothly as you are working with very confidential and a huge amount of data here.
ERP is the process of editing, reformatting, organizing and then moving the ERP data to the new ERP system. For this, you need a software development expert’s help. But, we have the expert’s advice to help the fellow software developers. With the help of these tips, you can easily migrate and set up a new ERP.
Calculate & Scrutinize the Data
Before we go any further, it is important to calculate the volume of data that exists in the ERP. Once you are done calculating the data, analyze the data to understand the important data and perform segregation of the same. Remove the data that is unnecessary or irrelevant to the ERP system, so that the new ERP has the relevant data only and the size of the system is deduced.
Make sure you check the files, docs, reports, inquiries and the history in order to migrate only what is needed. Also, as the last step of the scrutiny, cross check the data and its quality and cull out areas that need modification or changes before migration to the new ERP. The software development expert must create a document of the data selected to cross check it with the enterprise leaders or the person concerned for the same so that any important data is not removed.
Select Data for Electronic Migration
In ERP, there is data like vendor data, bills, sales documents and other important documents and financial records that will need attention before you pursue migration. Also, you need to look into the data like the subsidiary data like the inventory management system which can be difficult in tracking crucial data. If there are any small files, you can transfer the files manually.
Cleanse the Data
ERP migration requires some analytical skills in order to determine what is relevant to the new ERP and what can be discarded. Cleansing of the data will reduce the size and will be easier to manage after migration as well.