Free resources
Free ERP data migration and reporting rescue resources
Use these working templates when ERP, Excel, finance and Power BI are telling different stories. Each resource is built for SME finance, operations, IT and leadership teams preparing for migration, cutover or post go-live reporting cleanup.
Quick answer
Digital Adaption provides free ERP data migration, data-readiness, master-data ownership, finance sign-off and reporting reconciliation resources for UK SMEs.
Downloadable resources
ERP data migration checklist for SMEsPrintable ERP data migration checklist for UK SMEs covering scope, ownership, cleansing, mapping, validation, reconciliation and cutover sign-off.Source-to-target mapping templatePrintable source-to-target mapping template for ERP, CRM, finance-system and reporting migrations. Capture fields, rules, validation and owners.Power BI reporting trust checklistPrintable Power BI reporting trust checklist for SMEs. Check definitions, owners, source data, refresh failures and reconciliation before rebuilding dashboards.Data quality audit checklist for SMEsPrintable data quality audit checklist for SMEs preparing for ERP migration, CRM cleanup, Power BI reporting or automation work.ERP Data Migration Readiness ScorecardFree ERP data migration readiness scorecard for UK manufacturing SMEs. Score source systems, data ownership, mapping, reconciliation and cutover risk before ERP loading starts.Master Data Ownership MatrixFree master data ownership matrix for SMEs preparing ERP migration, reporting cleanup or data governance. Assign owners for customers, suppliers, items, stock, finance and reporting definitions.Post Go-Live Reporting Reconciliation ChecklistFree checklist for SMEs whose ERP is live but Power BI, finance, stock and operations reports no longer reconcile after go-live.Finance Data Migration Sign-Off PackFree finance data migration sign-off pack for SMEs preparing ERP, CRM or finance-system cutover. Check balances, open items, tax codes, dimensions and reconciliation evidence.
Not sure where to start?
Start with the ERP Data Migration Readiness Scorecard, then use the owner matrix and reconciliation checklist to turn the score into action.
Start with the ERP Data Migration Readiness Scorecard, then use the owner matrix and reconciliation checklist to turn the score into action.