ERP Data Migration Project Planner explains practical Digital Adaption support for UK SMEs, with a focus on data quality, ERP migration readiness, reporting trust, automation or delivery where it fits the page.
The ERP Data Migration Project Planner helps SMEs plan source inventory, ownership, data quality, mapping, validation, reconciliation, reporting continuity and cutover readiness before ERP test loads begin.
Free resource
Use this planner before your ERP partner starts loading files. It gives finance, operations and leadership a simple way to see what is ready, what is half-ready and what could become a cutover risk.
Enter your details to unlock the editable project planner. I will get the request notification so I can follow up with planning guidance. After submit, the Excel workbook will download or open immediately.
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Download Excel workbookScore each domain from 0 to 2. A score of 0 means the evidence is missing or unclear. A score of 1 means there is partial evidence but unresolved decisions remain. A score of 2 means the evidence exists, owners are named and the work can be tested.
| Area | Score 0 | Score 1 | Score 2 | Owner |
|---|---|---|---|---|
| Source inventory | Sources unknown or hidden in spreadsheets | Main systems listed, side spreadsheets unclear | All sources, extracts and manual files listed | Project lead |
| Data ownership | No named owners for critical domains | Some owners named, sign-off unclear | Owners and deputies named for each data domain | Sponsor |
| Data quality | No issue register | Known issues logged informally | Ranked issue register with owners and retest status | Data owners |
| Mapping rules | Field mapping not started | Critical fields mapped, exceptions open | Source-to-target map approved for critical data | Migration lead |
| Reconciliation | No control totals agreed | Some finance or stock checks planned | Control totals and sample checks agreed | Finance and ops |
| Reporting continuity | Reports not catalogued | Critical reports listed, rebuild unclear | Day-one reports and definitions documented | Reporting owner |
| Cutover readiness | Go/no-go criteria missing | Criteria drafted but unsigned | Criteria agreed with evidence required | Sponsor |
These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.