The essential ERP and data migration checklist

26th November 2019 Written By Edenhouse

So you’re considering upgrading your business to an intelligent enterprise, based on a digital core and next-generation ERP system such as S/4HANA. There’s so much to think about though, it can be impossible to know where to start — it’s quite possible that nobody in your organisation has undertaken a project like this before.

Knowing exactly which apps and data to migrate, and which to sideline, is no mean task — we understand because we have been there! So we’ve put this essential ERP and data migration checklist together to help make your journey a success:

ERP and data migration checklist

  1. Should you stay or should you go?

Before embarking on any journey, it’s important to know what your destination looks like. Will it deliver the transformation your business needs to survive and thrive now, and into the foreseeable future? With that vision in mind, it’s so much easier to find the impetus to prepare your business and employees for what lies ahead. Our ‘Adapt or Die’ blog post should give you a taste of what the future will look like when you upgrade your ERP.

  1. Preparation is everything

The destination may look similar for other organisations, but the journey will be quite different. With a proliferation of proprietary systems that have come about as a result of evolution rather than design, no two migrations will be the same. So it’s equally important to understand what your system looks like now.

Specifically, you need to understand:

  • Whether your current ERP system is reaching end of life or there are new features you just can’t wait to exploit and, therefore, whether you need to start sooner rather than later.
  • How much of your software and hardware infrastructure is sitting idle and can, therefore, be decommissioned.
  • The scale of the project required to migrate your useful data and essential apps to a new ERP system like S/4 HANA.

You’ll also need a clear view of your deployment options — whether to upgrade your existing system, deploying around the edge in a gradual process, or whether to deploy and migrate to a brand-new system. And whether the deployment model should be in house, hosted or software as a service (SaaS).

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  1. Evidence over anecdote

Taking the time to understand the way your systems, processes and people work is invaluable. Having facts to deal with, rather than ideas, helps you reduce risk and increase accuracy — you’re much more likely to reach your goal on time and on budget, and to achieve real value from your migration. And you might even discover that your ERP migration will be easier than you originally thought.

We advise undergoing a readiness assessment to help you visualise your goals and the route you need to take to achieve them. Then, if you don’t feel you have the right skills in house, you can think about forming a strategic partnership to consider the why, when and how of your migration.

If you’d like some extra help ticking off the boxes on your ERP migration checklist, you’ll want to head over to Innovation Watch, where you’ll find a series of videos packed with everything you need to know about large-scale ERP and data migrations.