ERP Data Migration Guide: Profile, Cleanse, Rehearse, Reconcile
How to migrate data to a new ERP without losing control: scope, profiling, cleansing, mapping, scripted loads, mock migrations, reconciliation and cutover.
Service · Run & Improve
Overview
Most ERP outages we are called in to fix had warning signs weeks earlier: a disk filling up, backups that had silently stopped, a scheduled job failing every night. A maintenance plan catches them.
01The problem
Backups run every night, but nobody has tried restoring one in two years.
Operating system, database and platform updates fall months behind, accumulating security risk.
Logs, attachments and old records grow unchecked until performance degrades.
Former employees still have accounts; current employees have rights they no longer need.
02Our approach
We agree a maintenance calendar covering weekly, monthly and quarterly tasks, and work through it with a written checklist. Results go into a short monthly health report: what was checked, what was found, what was fixed and what needs a decision.
Restore tests are part of the routine. At least quarterly, we restore a production backup to a separate environment and confirm the system starts and the data is complete. A backup that has never been restored is a hope, not a plan.
03Capabilities
OS, database, platform and dependency updates applied on staging, then production.
Backup monitoring and scheduled restore tests to a separate environment.
Vacuuming, index maintenance, log rotation and archiving of old data.
Scheduled tasks, error logs and integration queues reviewed for recurring failures.
Quarterly review of users, roles and API credentials with your managers.
Storage, CPU and memory trends tracked against growth forecasts.
04Technical considerations
Agreed recovery point and recovery time objectives, with backup frequency and retention set to meet them.
Backups stored in a separate location or account from production, protected against accidental or malicious deletion.
Third-party modules and libraries tracked for security advisories and end-of-life.
SSL certificates, API keys and integration credentials rotated before expiry.
05Process
Initial health check of infrastructure, database, backups and access.
Agreed maintenance tasks, frequency and windows.
Tasks completed and logged against the checklist.
Monthly health report with findings and recommendations.
06Outcomes
Problems are caught while they are still warnings.
You know backups work because they have been restored.
Patched systems and tidy access reduce exposure.
Where it applies
Related services
Insights
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FAQ
Support responds to issues and requests as they arise. Maintenance is scheduled, preventive work that reduces how often issues arise. Most clients combine both.
Yes. For SaaS platforms the infrastructure work is handled by the vendor, so maintenance focuses on configuration, data, access and integrations.
At least quarterly for most businesses, and after any significant infrastructure change.
Next step
Start with a health check. We will tell you what we find.