August 2013

Data Migration in ERP Projects Page 2

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Table of Contents 1. Data Migration in ERP Projects ............................................................................ 3 2. What is Data Migration? ........................................................................................ 3

2.1 Key Activities ..................................................................................................... 3 2.1.1 Data Collection ........................................................................................... 4 2.1.2 Data Extraction........................................................................................... 4 2.1.3 Data Cleansing & Harmonisation ................................................................. 2.1.4 Data Transformation .................................................................................... 2.1.5 Data Loading ................................................................................................ 2.1.6 Data Migration – Testing .............................................................................. 2.1.7 Data Archival & Data Retention ....................................................................

3. Planning & Implementing ........................................................................................ 3.1 Migration Strategy ............................................................................................... 3.2 Data Migration Teams ......................................................................................... 3.3 Enabling Technology ........................................................................................... 3.4 Data Migration & Accounting ............................................................................... 3.5 Planning for Audit ................................................................................................ 3.6 Dual Maintenance ............................................................................................... 3.7 Planning for Cutover............................................................................................

4. Some Other Things to Consider ............................................................................. 4.1 Tier 1 and Tier 2 Data Migration .......................................................................... 4.2 Data Migration in Regulated Environments – Computer Systems Validation .......

5. Conclusion ............................................................................................................... 6. About Lumenia ...................................................................................................... 4

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1. Data Migration in ERP Projects A key value proposition of ERP (Enterprise Resource Planning) systems is the efficiency to be gained from the integrated processes they support. These integrated processes are dependent on accurate and well maintained data. Any ERP implementation will involve the migration of data from one or more legacy systems. Depending on the scale and complexity of the implementation this can range from keying in small amounts of data to electronically migrating large volumes of data. Most implementations will involve the latter and a significant effort in preparing and cleansing the data for the migration. This white paper:

Explains what data migration is and the key activities that form part of it. Describes what is involved in a migration project, from planning through

implementation. Explores some specific challenges to be considered on migration projects.

2. What is Data Migration?

2.1 Key Activities The diagram below highlights some of the key activities that will form part of the data migration process. These are addressed individually below.

Data Collection

Data Extraction

Data Archival

& Data Retention

Testing

& Data Loading

Data Cleansing & Harmonisation Data Transformation

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2.2 Data Collection Some of the data to be loaded to the ERP system may not exist in legacy systems in the organisation. Data collection may include collecting whole data entities relating to areas that are being automated for the first time in the organisation (e.g. implementing a fixed assets module for the first time) or specific attributes relating to existing data entities (e.g. new parameters relating to existing items that will drive new supply chain planning functionality). Typically this type of data collection will be manual and will involve key stakeholders populating spreadsheets with the required data.

2.3 Data Extraction Data Extraction involves programmatically extracting data from legacy systems for further manipulation before loading to the new system. This is likely to involve technical extraction of the data by analyst developers with subsequent verification of the extracted data by business users.

3. About Lumenia Lumenia is a leading independent ERP consulting organisation and is not aligned with any ERP or other vendor of business software. We provide objective advice and experienced project resources to organisations that are planning to upgrade or change their ERP systems. Specifically, we provide services in the following areas: • ERP strategy development • ERP product and vendor selection • ERP project management • ERP change management • ERP data migration management • ERP systems validation. We have offices in Ireland and the UK and work globally with many of the world’s leading companies. For more information, please contact Lumenia at: Ireland Parkmore Business Park West, Galway T: + 353 (0) 91 746940 UK 71-75 Shelton Street, Covent Garden, London, WC2H 9BP T: + 44 (0) 207 4708766 W: www.lumeniaconsulting.com E: info@lumeniaconsulting.com

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