ERP Data Migration Process
Data is where ERP projects slip. This is the multi-pass process DESSS uses so cutover data is reconciled and signed off rather than hoped for.
PROCESS LIBRARY
What are the steps in the DESSS erp data migration process?
7 steps: scope and strategy; profiling; cleansing and enrichment; mapping and transformation; trial loads; validation and sign-off; cutover load. Each step closes with named deliverables, and the first step starts week 1.
THE WORKFLOW
7 steps, start to finish
Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.
- Scope and strategy — Decide what moves
- Profiling — See the real quality
- Cleansing and enrichment — Fix it at source
- Mapping and transformation — Define the rules
- Trial loads — Load, check, repeat
- Validation and sign-off — Business confirms
- Cutover load — The real one
WHAT YOU GET
Named deliverables, signed off
Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.
- Migration scope
- Retention decisions
- Archive strategy
- Data quality report
- Duplicate analysis
- Cleansing plan
- Cleansed data
- Owner sign-off
- Cleansing log
- Mapping document
HOW TO ENGAGE
Advice, delivery, or managed service
Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.
Consulting & Advisory
Assessment, platform selection, business case, and roadmap — before you commit budget.
Implementation Services
Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.
Managed Support Services
Monitoring, incident handling, enhancements, and release management from the team that built it.
The 7 steps run from week 1 to cutover weekend in a typical engagement. Scope, data quality, and how quickly decisions get made are what move that timeline, and the discovery session produces dated milestones for your case.
Yes — many clients engage for the assessment and roadmap stages, then deliver internally, or bring us in mid-programme. The steps are designed to stand alone, and we will tell you plainly which ones cannot safely be skipped.
20 named deliverables across the process, including Archive strategy, Cleansed data, Cleansing log, Cleansing plan, Cutover runbook, Data quality report, Default decisions, Duplicate analysis. They are yours, written to be usable by whoever picks up the work next.
Fewer people than you fear, but the right ones: a decision-maker who can approve scope, the process owners who know how the work really runs, and a technical contact for access. We schedule around operational reality rather than asking for open-ended availability.
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Talk to a DESSS consultant about ERP Data Migration Process. We respond to discovery requests within 24 hours.