ERP Data Migration Project Planner

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.

What you get: one Excel workbook (.xlsx, no macros) with two tabs: How to use and Plan. The form asks for your name and email address before the download starts; they are sent to Digital Adaption with the name of the file you asked for.

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.

Get the working copy

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.

No newsletter spam. The form sends me your name, email and the exact resource requested so I can follow up properly.

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.

If your score is low

A score of 0 to 6, or any zero against finance, stock, customer, supplier or item data, is the situation the 5 to 10 day ERP Data Readiness Review is built for: it inventories your sources, logs the actual data issues, names owners and ranks the fixes before test loads begin.

Related resources

ERP data migration checklist for SMEs: This 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 template: This 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 checklist: This 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 SMEs: This 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.

Sources

There is no official standard or government template for this job. The layout is our own working practice from data migration and reporting projects, and the 0 to 2 scoring is our own, not a recognised standard. The links below are the public guidance closest to it. Each link was opened and checked on 8 October 2026.

GOV.UK: The Government Data Quality Framework: the data quality dimensions (completeness, uniqueness, consistency, accuracy and others) and the principle of naming who is accountable for data quality.
GOV.UK: Company and accounting records: the accounting records a limited company must keep, and for how long (6 years).

Digital Adaption also does paid data migration and reporting work for UK businesses; contact us if that would help.