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How can you effectively migrate data when integrating ERP software?

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Data migration is a critical process when integrating ERP software into your business operations. It involves transferring data from your existing systems to the new ERP platform, ensuring its accuracy, completeness, and compatibility. However, data migration can also pose many challenges, such as data quality issues, compatibility problems, security risks, and operational disruptions. How can you effectively migrate data when integrating ERP software and avoid these pitfalls? Here are some best practices to follow.

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Sarhan Polatates

S/4 HANA Enterprise Architect

1 Plan ahead

Before you start migrating data, you need to have a clear plan that defines the scope, objectives, timeline, and roles of the data migration project. You should also identify the data sources, formats, and types that you need to migrate, as well as the data cleansing, mapping, and validation rules that you will apply. A well-defined plan will help you avoid data loss, duplication, inconsistency, and corruption during the migration process.

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2 Choose the right tools

Data migration requires specialized tools that can handle the complexity and volume of data that you need to transfer. You should choose tools that are compatible with both your existing systems and the new ERP software, and that can perform data extraction, transformation, loading, and verification tasks efficiently and accurately. You should also test the tools before using them in the actual migration process, and ensure that they have adequate backup, recovery, and security features.

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3 Prepare your data

One of the most common causes of data migration failure is poor data quality. You should prepare your data before migrating it by performing data cleansing, deduplication, normalization, and enrichment activities. You should also ensure that your data complies with the data standards, formats, and structures of the new ERP software, and that it meets the business and regulatory requirements. Preparing your data will help you improve its usability, reliability, and value in the new ERP system.

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4 Execute in stages

Data migration is not a one-time event, but a continuous process that involves multiple stages. You should execute your data migration in stages, such as pilot, testing, validation, and production stages, and monitor the progress and performance of each stage. You should also use incremental or parallel migration methods, where you migrate data in batches or alongside your existing systems, to reduce the risk of data loss or disruption. Executing in stages will help you ensure the quality and consistency of your data migration and address any issues or errors promptly.

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5 Review and optimize

After you complete the data migration process, you should not assume that your data is ready to use in the new ERP software. You should review and optimize your data by conducting data audits, quality checks, and feedback sessions. You should also measure the outcomes and impacts of your data migration project, such as the time, cost, and resources involved, and the benefits and challenges encountered. Reviewing and optimizing your data will help you identify and resolve any remaining data issues, and enhance the performance and functionality of your new ERP system.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Sarhan Polatates

S/4 HANA Enterprise Architect
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I think the first thing to do is to take inventory of the data. The data that needs to be transferred should be determined as objects and the source of each object should be determined. The method may vary depending on each object and resource, it will be necessary to use more than one tool. The determined method should be tested in at least 3 separate cycles to ensure the accuracy of the method.

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How can you effectively migrate data when integrating ERP software?

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1 Plan ahead

2 Choose the right tools

3 Prepare your data

4 Execute in stages

5 Review and optimize

6 Here’s what else to consider

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How can you effectively migrate data when integrating ERP software?

1

2

3

4

5

6

1 Plan ahead

2 Choose the right tools

3 Prepare your data

4 Execute in stages

5 Review and optimize

6 Here’s what else to consider

Technical Sales

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