Free resource

ERP Data Migration Project Planner

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.

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Quick answer

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.

How to score each area

Score 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.

Readiness scorecard

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

Interpreting the result

0-6: high risk. The project is likely to expose basic data and ownership gaps during test loads.
7-11: amber. Some controls exist, but unresolved decisions could still delay cutover.
12-14: stronger position. The team has enough evidence to run test loads and focus on exceptions.
Treat any zero in finance, stock, customer, supplier or item data as a leadership risk, even if the total score looks acceptable.

Evidence note

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.

Related resources

ERP data migration checklist for SMEsThis ERP data migration checklist helps SME teams check scope, ownership, cleansing, mapping, validation, reconciliation and cutover sign-off before old data is loaded into a new ERP system.Source-to-target mapping templateThis source-to-target mapping template helps migration teams capture source fields, target fields, transformation rules, validation checks, owners and sign-off status before ERP, CRM or finance-system test loads.Power BI reporting trust checklistThis Power BI reporting trust checklist helps SME teams test whether dashboard problems come from report design, unclear definitions, bad source data, refresh failures or missing reconciliation controls.Data quality audit checklist for SMEsThis data quality audit checklist helps SME finance and operations teams find duplicate records, missing owners, inconsistent values, spreadsheet workarounds and reporting defects before migration, reporting or automation work starts.

Need help using this?
Digital Adaption helps UK SMEs produce migration readiness packs, data-quality issue registers, owner matrices and reconciliation evidence. Book a data risk call.