4 Best tips for a succesful ERP migration

Migrating from an older ERP to a new one is assured to one of the most stressful tasks if not done carefully. This change affects every part of the business and everyone has to work committed to make sure that the business objectives are met after the migration is completed. Having a clear plan will make a big difference in this process.

Can a business operate and grow their business aggressively, reach out to the new market, and boost their production using the same inexpensive accounting software they have been using for years? While it may be possible to run the business using this software, expanding the business with the same software may not be the idea.

A company that has full confidence in its operations can only take such a step forward. For them to have this confidence, they must know how the business is performing in each area. This is where you take advantage of ERP software.

Moving to a new ERP Software is proven to be very stressful. These following tips can help you change this stressful situation into something that you can manage.

Prioritize your requirements

Having a clear idea of the software deliverables and prioritizing them will make the migration much easier than you think. Everyone should have a common understanding that what will be implemented. Your business should be very precise about your requirements.

You should only take what your business needs at the moment and once you grow, you can add more functions. The logic behind this is that you will never feel good about the software when there are many modules that you are not supposed to use.

Examine existing processes before mapping them

In order to streamline your current business process, you must first take a look at the operations that are available in the ERP software. The best approach will be to clearly understand the scopes of your new system before you move to automate your processes.

It could be something like automating the shipping at a manufacturing company. With the new ERP software, an employee can click on the button once the order is ready and a document is created with all the information that is needed for shopping.

In modern ERP systems, it is possible to make changes in the business operations in the software without actually having to rewrite the code. The business owner or whoever is in charge of the ERP can set rules or change procedures according to the requirements of the company.

This gives them the ability to customize their software according to the industry or business-specific requirements.

Decide on “what to migrate”

A business might have a lot of data stored in spreadsheets. That doesn’t necessarily mean that all this data should be migrated to the ERP system. Migrating all that information might cost you a lot of time and unwanted expenses. If these data is not really important and you just want to keep them for reference purposes, it is better to keep them as it is.

The quality of the data you want to migrate is the next factor. Things like customer information and open work orders are must-have things. But when it comes to historical data like old work orders, it is not really mandatory.

You can quickly understand what data is needed by classifying it like this.

Most of the modern ERP software has an export and mapping feature which helps in importing the data without any hassles.

Go for cloud ERP

Considering cloud ERP would be a great choice if you don’t want to invest in new hardware just for this ERP implementation. When you are using a cloud ERP, your data is stored on a web server. This method is preferred by most of the companies because they can avoid hardware costs.

Apart from this, when you are using a cloud ERP, you get the power to check your ERP System from any corner in the world.

There is a misconception about the data being insecure since it is hosted on a third-party server. Cloud systems are highly secure and always backed up.

Modern ERP systems are more robust. The market has matured and businesses have gotten over their fear of losing their data. From a different perspective, it is safer to keep your sensitive information in the cloud than to keep it on-premise.

To know more about cloud ERP software, click here.