Migrating is a tedious task that requires a lot of planning and preparation to effectively relocate content from one system to another.
Transferring over to a new system comes with its challenges. Before jumping in the deep end, you will need to understand the route to a successful migration.
No matter the system you’re planning to move to, migration can be a complicated process because of the differences in models and architecture between the new and old system. This means that most of the time, the custom code will no longer be compatible and other complications arise.
So how do you prepare for the migration?
Initial discovery
Understand how your organisation operates by performing an analysis of your existing processes and compare it to the system you want to migrate to. This includes identifying necessary integration scenarios and carrying out prechecks in the source system, looking at the custom code, third party and industry specific enhancements, and functions used.
Reviewing stage
During the preparation, determine which elements of your existing ERP’s maps are available in the new system's modules and deployment options, then decide which ones to leave behind.
Assessment of existing system
Review all the required technical and business changes in your current ERP and identify whether the new environment will support the existing processes.
Understand the added functionality
As part of the pre-work for data migration, you need to fully understand the key functionality that the target system has to offer and how it can be used to improve your current business processes, reporting capabilities and drive efficiency for your business.
Key functionalities of a futureproof system include real-time data insights and faster access, enhanced automation capabilities, a more efficient database, and an all-in-one customisable business solution.
Now you understand the basics of data migration, you can start carefully preparing for your move over. If you’re still looking to find more information on ERPs and migration, read through our series of related blogs.