Você está fazendo a transição para uma nova plataforma de ERP. Como você pode garantir a integridade dos dados durante todo o processo?

Couple of things that have worked for me: - Target data model definition: what information should the new erp system provide thus, what should it create, modify, store, pass through. - Source and owner definition: what will feed the new erp? Will is the source system definition? Is the owner identified? Are skills available? What can it connect to? What are the risks? Are any changes envisaged? - Completeness, veracity, accessibility as per data model needs: gaps and measures to remediate - Toolchain: what’s available, what’s needed as per capability and budget alignment and the skills to work with - Role, skill and capabilities mapping from identifying, mapping, extracting, cleansing, to loading, and verifying.

To ensure data integrity during the transition to a new ERP platform, start by conducting a thorough data audit to identify and clean any inconsistencies or duplicates. Develop a detailed migration plan that includes data mapping and validation procedures. Use automated tools to handle data transfer while performing continuous checks to verify accuracy at each stage. Implement strong access controls to prevent unauthorized changes. After migration, conduct rigorous testing and validation to ensure all data has been correctly transferred. Finally, involve stakeholders in the review process and maintain comprehensive documentation to track the entire process.

Para garantizar la integración de datos durante la implantación de un ERP, sigue estos pasos: Evaluación de Calidad: Asegúrate de que los datos sean precisos y estén actualizados antes de la migración. Planificación Detallada: Desarrolla un plan de integración que incluya todas las etapas y posibles riesgos. Uso de Herramientas de ETL: Emplea herramientas de extracción, transformación y carga (ETL) para facilitar la migración Pruebas Exhaustivas: Realiza pruebas para identificar y corregir errores antes del lanzamiento Monitoreo Continuo: Implementa herramientas de monitoreo para asegurar la integridad de los datos en tiempo real

Assessing risks is critical to ensuring data integrity when switching to a new ERP system. Without proper risk assessment, you may overlook potential issues such as data loss, corruption, or security breaches during migration. Identifying risks allows you to develop strategies to mitigate them, ensuring accurate data transfer, proper system integration, and safeguarding sensitive information. It also helps in planning for contingencies and minimizing downtime, ultimately protecting the organization's operations and maintaining trust in the data. Risk assessment is essential to avoid costly mistakes and ensure a smooth transition.

Data migration to a new system is a great opportunity to isolate data that can be archived and data that needs to carried forward. Once data that need to be migrated has been identified then next step is to cleanse such data so that there are no duplicates or redundant data. Next critical event is to map data to the new system with respect to new table structures to ensure data consistency. Needless to mention, data validation alongwith data backup throughout the process is must.

Have a dedicated data stream in place which run's parallel to the project stream. The data stream will be responsible for ETL activities involving the legacy system and the target system. A good approach would be to have multiple data loads/washing machine cycles (team decides how many based on assessment of data quality & project milestones) - Mock 0: Initial extract & transform. Gives a good picture of the level of effort needed moving forward - Mock 1: Supports unit test - Mock 2: Supports integration testing - Mock 3: Supports UAT - Production: Production data load and cutover

From experience, using ETL tools add great value to the data cleansing. Not saying that Excel does not work but it has limitations. ETL tools that can automate the data validation, perform complex what-if simulations and produce proper data sanity reports will greatly reduce the grunt work.

Data cleansing is extremely important when switching to a new ERP system. It ensures that only accurate, relevant, and up-to-date information is migrated, reducing the risk of data errors that can disrupt operations and decision-making. Cleansing removes duplicate, obsolete, or incorrect data, which helps prevent issues like system inefficiencies, reporting inaccuracies, and user frustration. Clean data also improves overall system performance, enhances data integrity, and sets a solid foundation for the new ERP, leading to more reliable and effective business processes post-implementation.

Testing is vital when switching to a new ERP system because it ensures that the system functions correctly before going live. Through testing, you can identify and resolve issues like data inaccuracies, workflow errors, or integration problems, which could otherwise disrupt business operations. It also verifies that customizations, configurations, and data migration have been implemented correctly. Thorough testing reduces the risk of failures after deployment, ensures user adoption by making sure the system meets business needs, and helps ensure a smoother, more successful ERP transition.