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 · Data & Integration
Overview
Replacing it all at once is often the riskiest option. We help businesses modernise in stages: stabilise what exists, wrap it with APIs so new tools can connect, and move functions to a modern platform one area at a time.
01The problem
The vendor no longer issues updates, and the hardware or OS underneath is ageing too.
One or two people understand the system, and they are close to retirement.
No APIs, so every connection to a modern tool is a nightly file or manual re-entry.
A full replacement feels so risky that nothing happens at all.
02Our approach
We start with an assessment: what the legacy system actually does, which functions are business-critical, how data is structured and what depends on it. From there, we choose a strategy per functional area — retain, wrap, replace or retire.
A common pattern is to put an integration layer around the legacy system first, so modern tools (eCommerce, CRM, BI) can connect without touching it directly. Functions then move to the new platform in phases — perhaps finance first, then inventory, then manufacturing — with data synchronised between old and new during the transition.
03Capabilities
Functional, technical and data review of the existing system.
Retain, wrap, replace or retire decisions with rationale.
Integration layer exposing legacy data to modern tools safely.
Functional areas moved to a modern ERP one at a time.
Data synchronised between legacy and new systems during transition.
Archive, access and shutdown plan for the old system.
04Technical considerations
Documenting undocumented business rules from code, data and user knowledge.
Safe read access to legacy databases without impacting performance.
New functionality built around the old system until it can be switched off.
Tracing where each data element originates during coexistence.
05Process
Understand the legacy system and its dependencies.
Choose a strategy per area and sequence the phases.
Add an integration layer to unlock data.
Move functional areas to the new platform.
Archive data and decommission the legacy system.
06Outcomes
Smaller, reversible steps instead of a single high-stakes cutover.
Modern tools connect sooner, before full replacement is complete.
Hidden business rules documented before the people who know them leave.
Where it applies
Related services
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FAQ
Not always. Smaller businesses with a simple footprint may be better off with a single, well-rehearsed cutover. Phasing helps most when the legacy system is deeply embedded or the business cannot tolerate a large-scale disruption.
It varies widely with scope. A phased programme often spans twelve to twenty-four months, with each phase delivering value on its own.
Yes, provided we can access the data. We regularly extract from older databases and file-based systems.
Next step
We will assess it and propose a modernization path you can actually execute.