TOPTECH INTER / ERP MIGRATION
ERP & data migration planning
Plan a move from legacy business systems with TOPTECH Inter: assess data, agree trial migration and reconciliation, and define cutover and rollback requirements.
Moving a business system means checking that records and workflows still work after the move. Crystal Bridge connects your project with TOPTECH to discuss data assessment, trial migration, reconciliation and a controlled cutover plan.
When to discuss this service
- Businesses replacing a legacy ERP or accounting system
- Teams moving business data from spreadsheets or existing applications
- Organisations that need to define a cutover window and an agreed way to return to the previous system
What the project can cover
- Source and target system inventory
- Data mapping, trial migration and reconciliation
- User acceptance tests and cutover planning
- Rollback criteria, responsibilities and handover requirements
Planning and assessment
Inventory the systems and data
Identify system owners, data volumes, interfaces, backups and the business operations affected by the move.
Prepare mapping and a trial migration
Agree field mapping and data cleanup, then test the migration in a separate environment before making production changes.
Reconcile and test with users
Compare record counts, balances and representative transactions. Business users review the agreed acceptance cases.
Agree cutover and rollback
Assign responsibilities, define the final migration window and document the conditions for continuing or returning to the previous system.
Agree these deliverables in the proposal
- A source and target inventory with data mapping
- A trial migration plan and reconciliation results
- User acceptance cases and the agreed sign-off responsibilities
- A cutover runbook, rollback criteria and handover scope
What affects the estimate
- Data volume, history and the amount of cleanup needed
- Export methods, available interfaces and system access
- The number of trial migrations and acceptance scenarios
- The cutover window and support required after the move
Questions before starting
How long will the system be unavailable?
A cutover window needs to be estimated from the data volume and trial migration results. Ask for the affected operations and the expected window to be documented before approving the move.
What should we prepare if our current ERP is SAP?
Prepare the current and target product versions, modules, licensing conditions, access permissions and interface documentation for a scope assessment with the existing system owner.
What should we check after migration?
Agree record counts, balances and representative business transactions with the people who own the data. Include user acceptance and the decision to continue or roll back in the plan.