Data Migration

Data migration that lands

The migration phase decides whether an ERP project succeeds, and it's the phase most firms quote loosest. We work it the opposite way: assess first, fix the scope in writing, rehearse everything, and reconcile before anyone calls it done.

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Source systems we've landed

  • QuickBooks Desktop & Enterprise, trial-balance GL openings, AR/AP from aging detail, item and customer masters from exports
  • DBF / FoxPro-era point-of-sale systems, direct database extraction when there's no export to trust
  • Sage 300 and mid-market ERPs, SQL-level extraction with UOM and product-group normalization
  • Legacy and NetSuite-family systems, template-mapped masters with cross-reference preservation

What the assessment delivers

Every migration starts with a Migration Readiness Assessment. It's a real deliverable, here is its table of contents:

  1. 1.Source-system profile, what you run, where the data lives, how it comes out
  2. 2.Data-quality findings, duplicates, dead records, zero-cost actives, orphaned references, counted
  3. 3.Disposition counts, items, customers, vendors: migrate, archive, or fix, with the criteria stated
  4. 4.Load-order plan, the dependency map: accounts before suppliers, suppliers before items, items before open documents
  5. 5.What we need from your team, decisions, sign-offs, and access, listed up front
  6. 6.Fixed scope & quote, what we'll do and what it costs, in writing
  7. 7.Verification plan, how you'll know it worked: the reconciliations we'll run and show you

The assessment is a standalone deliverable. It produces the fixed quote, and it's useful even if you never hire us for the load.

The traps we design around

The load-order wall

P21 won't accept a vendor until the accounting foundation exists, chart of accounts, GL defaults, terms. Load in the wrong order and the project stalls on opaque errors. We load in dependency order because we've read the errors.

The silent item update

P21's item service can resolve an incoming record against an existing item by supplier part number and update it instead of creating it. An innocent-looking load quietly rewrites your catalog. Our loads are keyed and verified against exactly that.

UOM archaeology

Legacy systems encode pack sizes as single-letter unit codes with tribal-knowledge factors. We normalize to real units and sizes before the load, not after the first wrong PO.

History that shouldn't move

Re-booking years of invoices through order entry is how migrations blow their timelines. History belongs in reporting, not re-transaction, we'll tell you what to bring and what to leave.

Start with the assessment.

It produces the fixed quote, and it's useful even if you never hire us for the load.

Talk to an Engineer