Free tool
Is your ERP data ready to migrate?
Answer ten questions about ownership, duplicates, BOMs, stock, open orders, pricing, reporting, rehearsals, sign-off and legacy access. You get a score out of 20, a band (Ready, At risk or Not ready) and a next step for each weak area. It takes about five minutes.
Your next steps
To keep a copy, use Print or save as PDF in your browser. Your answers are not stored anywhere, so save it before you leave the page.
Quick answer
Your ERP data is ready to migrate when every data object has an owner, duplicates and BOMs have been fixed at source, stock and open orders reconcile to finance, at least two rehearsals have been run, and someone has agreed to sign the numbers off. This check scores those ten things out of 20 so you can see where the gaps are before you commit to a cutover date.
How is the score worked out?
- Each question scores 0 for No, 1 for Partly and 2 for Yes. The maximum is 20.
- 16 to 20: Ready. The foundations look sound. Prove them on a test load.
- 9 to 15: At risk. Gaps in several areas. Fix the weakest first.
- 0 to 8: Not ready. Loading data now would probably move the mess into the new system.
Be honest rather than hopeful. If you are not sure, answer Partly. Weak areas are listed with the lowest scores first, each with a guide to read next.
What if you score Not ready or At risk?
Start with the weakest areas and the practical guide linked from each. If you would like an independent view, the Data Readiness Review is a fixed 5 to 10 day piece of work that produces a source inventory, a data quality issue register, a reconciliation checklist, an owner matrix and a prioritised fix plan. It is quoted as a fixed price after a 30-minute call. You can also read why ERP data migrations fail.
Is my data sent anywhere?
No. The check runs entirely in your browser. Nothing is sent, stored or tracked by the tool, and there is no email capture.
What does the score mean?
Each of the 10 questions scores 0 (No), 1 (Partly) or 2 (Yes), giving a total out of 20. 16 to 20 is Ready, 9 to 15 is At risk and 0 to 8 is Not ready. It is a prompt for conversation, not an audit.
Can it tell me whether my migration will succeed?
No. It tells you where the common failure points are likely to be. Real data, real totals and real reconciliations are the evidence, which is what a readiness review looks at.
Does it apply to any ERP?
Yes. The questions are vendor-neutral and apply to a move onto Infor LN, Dynamics, SAP, Sage or any other ERP.
Assumptions and limits
- This is a self-assessment. It reflects what you believe about your data, not what your data shows.
- All questions carry equal weight. In your business some risks, such as stock valuation, may matter far more than others.
- A high score does not guarantee a clean cutover. Only reconciled test loads do that.
- The tool runs in your browser with no external calls, and it stores nothing.
Related
Digital Adaption also helps UK firms with reporting and data migration.