Data migration guides for teams moving to a new ERP without losing the numbers

Migration leverage

This track is aimed at the work that decides whether a cutover is calm or chaotic: mapping source fields to target fields, agreeing transformation rules, rehearsing the load, and reconciling the result before anyone signs it off.

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Where this track helps

Use these guides when a migration is coming, when the mapping document is a spreadsheet nobody has signed, or when a go-live has already happened and the balances do not reconcile.

Email chains pretending to be workflow

Move requests and approvals into visible, owned routes with an audit trail.

Manual daily coordination

Automate the packs, chases, and reminders that eat time every morning.

Flows that fail quietly

Get failure alerts and escalation patterns that people will actually respond to.

Guide topics covered

Power Automate now has its own place in the daily rotation rather than being buried inside a broader platform bucket.

• How to Build a Power Automate Approval Flow from a Shared Mailbox Turn mailbox requests into tracked approvals with ownership and history.
• How to Build a Supplier Chase Workflow in Power Automate Automate buyer reminders and supplier follow-up cleanly.
• How to Automate a Daily Operations Pack with Power Automate Send exception-first operational updates without manual morning prep.
• How to Build Power Automate Failure Alerts That People Actually Act On Route failures by impact and ownership, not just raw error output.
• How to Build an Approval Audit Trail in Power Automate Keep automated approvals credible with finance and compliance teams.
• How to Build an Onboarding Workflow in Power Automate Without Missing Tasks Replace email-based onboarding with a visible task flow.

Need the process mapped before the flow gets built?

If the business rules are fuzzy, the ownership is unclear, or the flow needs to tie into reporting and change management properly, use the dedicated Data migration services service page.

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What is a Power Automate consultant?

A practical guide to workflow design, approval governance, connectors, audit trails and handover.

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