Toggle Menu

blog | September 03, 2015

Data Conversion

When planning an ERP (Enterprise Resource Planning) project, data conversion is often overlooked. Whether you are switching from an ERP or other way of doing things, you will have...

By WorkWiseSoftware

When planning an ERP (Enterprise Resource Planning) project, data conversion is often overlooked. Whether you are switching from an ERP or other way of doing things, you will have to convert data, so it is often assumed whatever ERP vendor you go with can handle all that without a problem.

The process, however, does require detailed planning and a team to make it happen. Here are three keys for establishing a data conversion plan.

1: Clean up data first

The sheer volume of data might be intimidating, but cleaning up data first will be the most time efficient way to handle the process. By cleaning up, I refer to the act of deleting unneeded data, reorganizing data to transfer, and testing the data to make sure the conversion is a success.

2. Establish a timeline/process

Having a schedule and sticking to it is going to be a good driving force for the process. Knowing when you would like to be finished deleting data, done reorganizing what you have, done testing, and done migrating will be important in the scope of the overall project. If this process does not go smoothly, then your entire ERP timeline can be put off track.

3: Load data often

Many ERP vendors have simplified data loading processes and can import directly from Excel. Loading, testing, fixing problems, and retesting has never been easier. All data does not have to be loaded at once either, so going little by little can help detect any problems and make it easier to manage.

Related posts

blog | September 17, 2020

CRM Software Origins and History

blog | September 16, 2020

The Most Popular Food Trucks in the US

blog | September 09, 2020

What to Expect from CRM Vendors while Shopping