Readiness assessment
Review source systems, data owners, export quality, critical entities, reporting dependencies, known defects and cutover constraints before the project commits to load testing.
ERP data migration consultant
Move ERP data without carrying the old system mess into the new one.
Quick answer
Digital Adaption helps UK SMEs prepare ERP data before cutover: source-system review, data-quality checks, source-to-target mapping, cleansing priorities, validation rules, reconciliation and practical handover.
ERP migration is rarely just a technical import. It is a business control problem. Customer, supplier, product, stock and finance records need owners, rules, checks and sign-off before the new system becomes the next place bad data lives.
What the engagement covers
The work turns messy source data and vendor import requirements into a controlled migration pack your team can actually use.
Source-to-target mapping
Define how fields, statuses, codes, dates, categories, locations, finance dimensions and reference tables translate into the target ERP.
Validation and reconciliation
Design checks for record counts, balances, open transactions, status totals, missing values, duplicates and business-critical report comparisons.
Evidence produced
Useful migration evidence is specific, testable and owned by the business. It should support vendor delivery and leadership sign-off.
Data-quality backlog
- Duplicates, blanks and invalid values ranked by risk.
- Cleanup owners and decision points.
- Known exceptions separated from genuine defects.
Mapping pack
- Source field, target field and transformation rule.
- Defaults, exclusions and business approvals.
- Notes for ERP partner or implementation vendor.
Cutover controls
- Freeze points and load sequence.
- Reconciliation checklist.
- Issue log, sign-off route and post-go-live cleanup.
Methodology
Migration readiness is checked against source-system exports, sample records, target field requirements, finance or operational control totals, owner sign-offs, exception logs and the reports that must still reconcile after go-live.
1
Scope
Entities, systems, owners, dates and cutover constraints.
2
Assess
Quality checks, duplicates, missing values and reporting dependencies.
3
Map
Source fields, target fields, rules, defaults and exceptions.
4
Test
Trial-load evidence, reconciliation and defect triage.
5
Cut over
Controlled load, checks, sign-off and support handover.
Related migration resources
Use these if you need a practical starting point before the vendor build accelerates.
Data migration consultant
The main migration support page for ERP, CRM, finance-system and reporting migration readiness.
Source-to-target template
A working structure for fields, rules, defaults, validation checks and owners.
ERP migration checklist guide
A deeper article on source systems, mapping, cleansing, validation and reconciliation.
FAQs
Is this only for large ERP projects?
No. Smaller ERP migrations can still fail if finance cannot reconcile, product records are inconsistent, or ownership decisions are left until cutover week.
Can you work alongside our ERP partner?
Yes. The role is to prepare business data, field decisions, validation evidence and cutover controls so your ERP partner has clearer inputs.
What if the target ERP has not been selected?
A readiness review can still identify data risks, source-system gaps and cleanup priorities before vendor selection or implementation starts.
Planning an ERP migration?
Start by finding out whether the data is ready to move, what needs cleaning, and how the business will prove the migration worked.
Book a migration readiness review