
Knowing when it’s time for ERP data migration
Data silos
Manual, time-consuming, and error-prone workflows
A lack of IT support
Evaluating ERP data migration vendors
- Industry experience: Does the vendor have experience building, optimizing, and managing ERP systems in your industry? Reading case studies and client testimonials is an excellent way to figure out if they’re right for the job.
- Technical resources: How many developers does the vendor employ? And what software or specialties does their team of developers cover? It’s important to partner with a development team that’s proficient in the top ERP software solutions. Here at Codal, we most regularly work with NetSuite, Epicor, and SAP to build out system integrations for our clients.
- Timeline budget: Does the vendor have the necessary tools and resources to meet your business’ timeline and budget? Depending on the complexity of your operations, implementing a new ERP system can take anywhere from eight weeks to eighteen months. Codal employs developers from all around the world—particularly in the US, UK, and India—so we’re able to work around the clock on projects with quick turnaround times.
Mapping out your ERP data migration strategy
- Identify and analyze all business data: Your business collects a wide range of data, and not all of it needs to be moved to the new system. Take inventory of your data, then determine what’s most important and make sure that it’s accurate when planning your migration. This process is often referred to as “data cleansing.”
- Establish priorities: What are your goals and expectations for the updated ERP system? If you're an eCommerce company, harnessing real-time data for speedy and transparent order fulfillment may be the top priority—whereas if you’re a healthcare provider, you might prioritize data security so that your business can maintain HIPAA compliance.
- Choose between on-premise vs cloud-based ERP: When mature companies modernize their legacy ERP, they usually switch from on-premise to cloud-based systems—as this saves significant time, money, and manpower in the long run. However, some companies—usually for compliance reasons—require an on-premise solution for managing highly sensitive data.
- Define where data should live in the new system: Modern ERP software will facilitate data synchronization between your business's in-house and third-party applications. But different teams will need access to different types of data, so it’s important to nail down exactly who needs what, then build the system around those requirements. For instance, any information relevant to sales and marketing should be readily accessible from your business’ CRM platform.
- Build out integrations: Some ERP solutions have pre-built integrations for regularly-used software. For example, NetSuite provides “out-of-the-box” middleware for connecting to BigCommerce and Shopify. So if your online store is powered by one of those eCommerce platforms, integrating your website with your ERP is relatively straightforward. More custom business solutions, on the other hand, will require a more tailored approach to developing and managing middleware.
- Test the system: Before launching the new ERP system, your data migration partner should conduct tests to ensure that information doesn’t get lost or stored in the wrong place. Frequent testing at each stage of the development process is key to a successful migration.
- Train your team: In addition to automated tasks, your new ERP will introduce new workflows and communication methods between teams. It’s imperative to train your employees on these updated processes—and collect their feedback—before the new system goes live.
- Deploy new software: In most cases, ERP data migration strategies are rolled out in several stages. This allows you to get the most important integrations up and running as quickly as possible.
- Track its performance: Your data migration team should closely monitor the performance of new ERP integrations to make sure everything goes according to plan, prevent issues before they occur, and identify additional improvement opportunities.
Team up with Codal for superior ERP data migration

Gibson Toombs
Gibson Toombs

Gibson Toombs
Gibson Toombs
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