For ERP and finance migrations
Check customers, suppliers, chart of accounts, open invoices, balances, tax fields, payment terms, reporting structures and month-end dependencies.
Fixed-scope migration review
Data Migration Readiness Review for UK SMEs
Quick answer: The Data Migration Readiness Review is a focused 5-10 day assessment before ERP, CRM, finance-system or reporting migration. It identifies source-system risks, data-quality issues, mapping gaps, ownership decisions and reconciliation controls before cutover pressure starts.
Most migration failures do not start on cutover weekend. They start months earlier when nobody has agreed which records move, which fields are mandatory, who owns exceptions, how duplicates are resolved, and how the new system will be reconciled against the old one. This review gives leadership, internal teams and implementation partners a clearer data route before the project gets expensive.
For CRM migrations
Check account ownership, duplicate contacts, lead status, inactive records, consent fields, sales stages, activity history and HubSpot or Dynamics import rules.
For reporting migrations
Check KPI definitions, source reports, spreadsheet logic, Power BI models, operational extracts and the controls needed to prove the new numbers are right.
What the review produces
Source inventory
A clear list of source systems, exports, spreadsheets, databases and reports that feed the migration or reporting change.
Data-quality backlog
Duplicate records, blanks, invalid values, stale records, inconsistent codes and missing owners ranked by migration risk.
Source-to-target outline
A practical mapping outline showing important fields, target requirements, transformation rules, defaults and unresolved decisions.
Owner matrix
Named business owners for important entities and fields, including who signs off corrections and who decides exceptions.
Reconciliation checklist
Record counts, balances, totals, status checks and report comparisons needed before and after go-live.
Cutover risk register
A plain-English list of the issues that could delay, break or weaken the migration, with recommended next actions.
Who it is for
Leadership teams
Owners, MDs, CFOs and operations leads get a clear view of what is safe, what is not ready and which decisions are blocking migration confidence.
Project teams
Internal teams and vendors get cleaner requirements, better import evidence, fewer late surprises and a stronger basis for test loads.
FAQs
Is this the same as doing the migration?
No. It is the readiness work before or alongside implementation. It gives the migration team better data, clearer rules and fewer cutover surprises.
Can you work with our ERP or CRM partner?
Yes. The review is designed to make the partner's job easier by clarifying data quality, mapping, ownership and validation before imports are finalised.
What should we prepare?
Useful inputs include source exports, report packs, sample import templates, data dictionaries, process notes, issue logs and named business owners.
Use this before migration pressure peaks
Get a practical view of your data risks before the project commits to cutover.