From Spreadsheets to ERP: A Low-Risk Data Migration Plan
Migration succeeds when your team trusts the numbers on day one. Here's how to get there.
Profile before you map
Identify owners, duplicates, missing codes and inconsistent formats. Decide which records must be active in the new system, which should be archived and which can be dropped.
Test with real scenarios
Import a sample, then ask users to process normal transactions and run reports. Reconcile totals back to the source before planning the final cutover.
Control the cutover
Agree the details in advance:
- Data freeze date and final extraction
- Opening balances and who signs them off
- Who fixes data issues found after go-live
- Fallback plan if a critical issue appears