ERP Migration3 min read
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 · Consulting
ERP training built around the jobs people actually do
The quickest way to waste an ERP investment is to train everyone on everything, once, a week before go-live, using demo data. People forget most of it, then improvise — and improvisation in an ERP shows up as bad data.
Overview
What erp training involves
We train by role, on the specific transactions each person will perform, in an environment loaded with their own customers, products and open orders. Then we leave behind short, task-based guides they can refer to on day thirty, not just day one.
01The problem
Where things usually go wrong
01
Generic training
Everyone sits through the same overview, so nobody learns their own job in depth.
02
Demo data
Training scenarios use fictional products and customers that do not reflect real complexity.
03
Training too early or too late
Weeks before go-live, people forget; days before, there is no time to practise.
04
No help for new starters
Six months after go-live, new employees learn from whoever happens to sit nearby.
02Our approach
How we handle it
Training is planned from a role matrix: every role, the transactions it performs and the screens it uses. Sessions are short and practical, followed by hands-on exercises in a training environment that mirrors production.
For larger organisations, we run train-the-trainer programmes so internal super-users can support colleagues and onboard new staff. Every role gets a set of quick-reference guides — one page per task, with screenshots from your system.
03Capabilities
What the work covers
01
Role matrix
Mapping of roles to transactions, screens and permissions.
02
Role-based sessions
Focused training per role with hands-on exercises.
03
Train-the-trainer
Developing internal super-users who can support and onboard others.
04
Quick-reference guides
One-page task guides with screenshots from your system.
05
Video walkthroughs
Short recorded walkthroughs of common tasks for self-service learning.
06
Refresher and new-starter training
Periodic sessions after go-live and for new employees.
04Technical considerations
Details that decide whether it holds up
01
Training environment
A copy of the configured system with realistic data, refreshed before each training wave.
02
Permission alignment
Training accounts use the same roles as production so people see exactly what they will see live.
03
Scenario scripts
Exercises based on real situations: partial shipments, returns, price disputes, short deliveries.
04
Competency checks
Short practical checks to confirm readiness before go-live.
05Process
How the engagement runs
- 01
Analyse
Build the role matrix and identify training needs.
- 02
Prepare
Training environment, scenarios and materials.
- 03
Deliver
Role-based sessions timed close to go-live.
- 04
Reinforce
Floor support at go-live and refresher sessions afterwards.
06Outcomes
What you should expect afterwards
Faster adoption
People are productive on the new system sooner.
Cleaner data
Fewer mistakes from guesswork and improvisation.
Self-sufficiency
Internal super-users and guides reduce dependence on outside help.
Where it applies
Industries and systems we commonly see
Relevant industries
Relevant integrations
Related services
Often delivered alongside
Insights
Related reading
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12 Common ERP Implementation Mistakes (and How to Avoid Them)
The ERP implementation mistakes we see most often — from recreating the old system to skipping data rehearsals — with practical ways to avoid each.
FAQ
Frequently asked questions
Do you train on systems you did not implement?
Yes. We review the configuration first so the training matches how your system actually works.
Is training delivered on-site or remotely?
Both. Remote sessions work well for most office roles; warehouse and shop-floor training often benefits from being on-site.
How long does training take?
It depends on the role. Many roles need a few focused hours plus practice; finance and planning roles typically need more.
Next step
Want people to actually use the system?
Tell us about your roles and timeline. We will propose a training plan.