Data migration is a crucial stage of ERP implementation which requires careful analysis of data and removal of junk data. If it is not done carefully - the excess data may clog the system and waste a lot of resources and even confuse the waste data with the priority data. For data migration the following steps should be taken.
Identify the data: The most crucial stage of data migration is identifying the valuable data. The data will be categorized in various types such as set up data - the principles and procedures to be entered to the system and this is done manually.
The other type of data is the sub master and master data - which is basically one time entry data required to be entered only once and it includes the terms of payments or methodologies.
Master and sub master entry: The master data include the material master, customer master, company master etc. The entry is done for the company and its parameters. The data entered in the master tables should be extensible and should be of transactional nature. The data requires regular updates and maintenance. Tools can be used to make the masters entries.
Transaction data: When the transactional data is entered into the system - the system goes live and therefore, it should be carefully analyzed. It is the data related to everyday transactions and financial balances. The system can go live only after the transactional data is entered and fully tested. The transaction data includes the data from the customers, suppliers, the trail balances etc.
Determine the time of data migration: All the data till date is entered in to the system. The open balance and the open and closed balances should be resolved to prevent any errors in data. The data should be validated before it is to make it go-live and it should be ready for conference room pilot.
The data should be validated and the sub master data should follow the same process for set up as the master data.
The transaction data should be tested for the whole data load cycle which includes the validation of accounting entries and transferring the data to ledgers.
Data migration for different countries: The sharable component of the whole software should be used for integrating the data of various countries and the templates can be used to handle different sets of data. The data having unique identity such as customer id, supplier id should be made mandatory and the second set of data include the payment terms - which are non mandatory fields.
The third set of data refers to the data which is specific of certain regions and countries.
Get the tools: There are many different types of tools available to load data into the tables and it includes the data loader, SQL loader, standard APIs, forms, user interfaces etc.
Setups can be used for data migration and certain set ups can be specifically designed for moving the data into the new tables.
Data archiving: Data archiving can be done for statutory data required for the country specific or region specific data which belongs to particular business areas.
Security: The security of data should be ensured at each stage of data migration.