I help UK SMEs prepare business data before ERP, CRM, finance-system or reporting migration, including source-to-target mapping, cleansing priorities, validation checks and cutover reconciliation. I work remotely across the UK and in person across the Wirral and North West when useful.
I help UK SMEs prepare business data before ERP, CRM, finance-system or reporting migration, including source-to-target mapping, cleansing priorities, validation checks and cutover reconciliation. I work remotely across the UK and in person across the Wirral and North West when useful.
I help SMEs prepare, map, cleanse, validate and reconcile data before ERP, CRM, finance, reporting or workflow migrations go live.
Plan a readiness reviewFix data quality firstMost migration problems are discovered too late because the work starts with a spreadsheet export. The useful work starts with decisions: what moves, what is archived, what is corrected, and how success will be proven.
Review source systems, data owners, critical entities, reporting dependencies, known defects, and migration constraints before the project commits to a cutover date.
Define how fields, statuses, codes, dates, reference tables, and business rules translate into the target ERP, CRM, finance, or reporting system.
Build checks for record counts, balances, status totals, missing values, duplicates, and business-critical reports before and after go-live.
If you are looking for business-side migration support, the useful work is control: which records are trusted, which fields map to the new system, and what evidence proves the new data is right.
Opening balances, customers, suppliers, nominal codes, VAT fields, dimensions and management reports need reconciliation before go-live.
Products, stock, locations, statuses, service records and operational history need ownership decisions before migration testing.
Vendors need clean mapping, signed-off rules and exception handling. Without that, technical imports turn into late-stage business arguments.
Clear migration artefacts your internal team, vendor, or implementation partner can actually use.
A practical path from messy source data to signed-off target data.
1Entities, sources, constraints, dates, and owners.
2Data quality, duplicates, inactive records, and reporting dependencies.
3Fields, transformations, business rules, and target validation.
4Trial loads, issue logs, reconciliation, and stakeholder sign-off.
5Controlled load, checks, handover, and post-go-live cleanup.
Migration readiness is checked against a practical evidence set: source-system exports, target-system field requirements, finance or operational control totals, exception logs, sample records, user-owned definitions, and the reports that must still reconcile after go-live.
Start here if you are preparing for ERP, CRM, finance-system or reporting migration work.
When to bring in migration support before ERP cutover, what to fix first, and what evidence leadership needs before go-live.
The source-system, mapping, cleansing, validation and reconciliation checklist finance and operations teams need before cutover.
Why ownership, definitions and operational data quality become board risk when system change starts.
Use this page for broader UK data migration support across ERP, CRM, finance-system and reporting moves. If you need a fixed 5-10 day pre-cutover assessment, use the ERP Data Migration Readiness Review.
A focused 5-10 day review covering finance, stock, customer, supplier, ownership, mapping and cutover reconciliation.
Use this when the target ERP is live but finance, operations and Power BI no longer agree.
A practical checklist for scope, ownership, cleansing, validation and sign-off before ERP cutover.
A working table for source fields, target fields, rules, defaults, validation checks and owners.
Start with the data. I can help identify what needs cleaning, mapping, validating, and controlling before the project gets expensive.
Book a readiness review Start with a 30-minute data risk call