Best Practices for Data Migration in an ERP Upgrade

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Best Practices for Data Migration in an ERP Upgrade

Index
  1. There are three main options for performing data migration
  2. Steps to perform a data migration
  3. Best Practices for Data Migration in an ERP Upgrade

This process involves the transfer of data from one system to another and usually takes place at times of transition caused by the arrival of a new application, a change in storage mode or medium, or the needs imposed by the maintenance of the corporate database. Typically, a data migration occurs during a hardware upgrade or transfer from an existing system to a completely new one.

There are three main options for performing data migration

  • Combine the systems from the two companies or sources into a new one.
  • Migrate one of the systems to the other.
  • Maintain the integrity of both systems, leaving them intact, but creating a common view of both: a data warehouse.

Steps to perform a data migration

  • To carry out a data migration it is necessary to go through the following steps:
  • Planning: from the definition of the project strategy and scope to the feasibility analysis.
  • Analytical: considering variables such as the integrity, accuracy or consistency of the data to be migrated and taking into account the characteristics of the source and target databases.
  • Application selection: it can be developed internally or acquired after evaluating the different alternatives.
  • Testing: application of test cycles to the applications that will use the database.
  • Migration: includes the extraction, transformation and loading stages.
  • Evaluation: this involves measuring the results and analyzing them, determining the necessary adjustments.

Best Practices for Data Migration in an ERP Upgrade

Use a comprehensive ETL process: When faced with an ERP application migration, it is important to use a comprehensive ETL process. This is because applications may store data in different formats and structures, which complicates data transfer. The transformation step can be one of the main challenges in this process. Using an ETL tool can facilitate connectivity with disparate data sources and destinations.

Define a data mapping and transformation strategy: Incompatible data formats and data structures can pose a significant challenge in data migration, especially when migrating data from legacy systems to modern platforms. To overcome this challenge, it is important to define a data mapping and transformation strategy that converts data from the source format to the target format. This may require the use of scripts or custom data migration tools.

Ensure that the new system can handle the migrated data: It is critical to ensure that the new ERP system can handle the structure and format of the migrated data. This may require extensive testing and system customization to ensure a successful migration.

Stakeholder buy-in: To maximize the benefits of data migration in an ERP upgrade, it is important to have stakeholder buy-in. This involves involving key users and ensuring that they are trained and prepared to use the new system.

Perform a thorough data cleansing: Prior to migration, it is important to perform a thorough data cleansing to remove errors, duplicates, and inconsistent data. This will ensure that the migrated data is accurate and reliable.