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DATA QUALITY · RECONCILIATION · CUTOVER READINESS
ERP data migration.
Move forward with trusted records.
Your new ERP needs data the business can trust. MetaDynamic plans ERP data migration from source profiling and cleansing through trial loads, reconciliation and a controlled go-live.
Business-led design · Integration · Adoption & support
From source records to signed-off data
01Profile & cleanse02Map & transform03Load & reconcile04Approve & cut over
THE BUSINESS FOUNDATION
A successful load is only the beginning.
ERP data migration transfers selected master data, balances and transactions into a target system. Success means the records are complete, correctly mapped and usable in real business processes.
We establish source ownership, retention decisions and acceptance checks early. Trial cycles expose quality problems before cutover, while reconciliation gives business owners evidence for sign-off.
From source records to signed-off data
DISCOVERProfile & cleanse
ERP Data MigrationProcess ownership · Clear controls · Practical delivery
DELIVERMap & transform · Load & reconcile
OPERATEApprove & cut over
CAPABILITIES
ERP Data Migration: capabilities that matter.
Define the scope around your processes, users and operating constraints. Each capability is designed and validated against agreed business scenarios.
Source data profiling
Identify missing values, duplicates, inconsistent formats and unsupported records.
Master data preparation
Prepare customers, suppliers, items and other agreed entities with business ownership.
Mapping & transformation
Document source-to-target rules, defaults, references and conversion logic.
Balances & open items
Reconcile agreed financial and operational opening positions with accountable owners.
Trial migration cycles
Rehearse extraction, transformation and loading using repeatable procedures.
Cutover & reconciliation
Track final deltas, validation results, exceptions and approval against the cutover plan.
ADVANCED BY DESIGN
Make data acceptance a business decision.
Technical completion does not prove operational readiness. We combine record-level checks with reconciliation and representative transactions so owners can review the evidence.
Traceable transformations
Keep mapping decisions and rejected-record handling visible throughout each migration cycle.
Controlled cutover
Agree freeze windows, delta treatment, go/no-go criteria and fallback responsibilities.
Data protection
Limit access, define secure transfer methods and agree disposal of temporary migration extracts.
METADYNAMIC SERVICES
Our erp data migration services.
Choose a focused engagement or a phased programme covering implementation, integration, adoption and ongoing support.
Migration discovery
Inventory sources, entities, history needs and dependencies on the target design.
Quality & cleansing support
Prioritise data issues and assign correction ownership to the appropriate teams.
Mapping & load development
Prepare repeatable transformations and target-system load procedures.
Trial runs & exception handling
Investigate failed records and improve rules through planned migration cycles.
Business reconciliation
Validate counts, totals, relationships and process usability against agreed controls.
Cutover & stabilisation
Execute the approved sequence and resolve migration-related issues after launch.
OUR DELIVERY APPROACH
Progress with clear decision points.
Each stage ends with a review of deliverables, risks and readiness. Business owners stay involved from discovery through stabilisation.
- 01InventoryAgree scope and accountable owners.
- 02CleanseReview the design and dependencies.
- 03MapPrepare the agreed solution.
- 04RehearseProve the end-to-end scenarios.
- 05ReconcileConfirm business readiness.
- 06Cut overStabilise and prioritise improvements.
DESIGNED AROUND YOUR CONTEXT
Start with the work that matters most.
Map the solution to the people, transactions and operational constraints that shape your organisation.
01Manufacturing02Distribution03Retail & commerce04Professional services
Validate the approach using your own transactions, exceptions and reporting needs. The delivery scope follows your operating model.
PLANNING & COMMERCIAL CLARITY
Know the scope before you commit.
Confirm entities, source systems, historical scope, volumes and reconciliation rules before estimating. Business teams remain essential for cleansing decisions, financial validation and final acceptance.
Scope & dependencies
Document the sites, users, processes, integrations and data that the proposal covers.
Delivery & acceptance
Tie each workstream to testable deliverables, named owners and explicit exclusions.
Support & change
Agree support coverage, escalation, release responsibilities and the improvement backlog.
YOUR QUESTIONS ANSWERED
ERP Data Migration: frequently asked questions.
What data should move to the new ERP?
Select the master data, opening balances, open transactions and history required for operations and obligations. Not all legacy history needs to move into the live system.
Who is responsible for data cleansing?
Business owners approve corrections and definitions. The project team provides profiling, transformation rules and technical support within the agreed scope.
How is migration accuracy checked?
Checks can include counts, control totals, referential integrity, rejected records and business transaction tests, followed by owner sign-off.
Can you migrate from spreadsheets?
Yes, where the source data can be structured and validated. Spreadsheet quality and target requirements determine the preparation effort.
Can migration guarantee zero downtime?
No. The cutover window depends on volumes, source and target capabilities and business constraints. Rehearsals help establish a realistic plan.
What happens to data that fails validation?
Failed records are logged, assigned for correction and reprocessed under agreed rules. Material exceptions must be resolved or explicitly accepted before go-live.
Give your next ERP a reliable data foundation.
Discuss your source systems, migration scope and go-live priorities.