ERP Data Migration Tools

To get started and see how insightsoftware data migration solutions can streamline your process, request a demo from our team of experts here, or send any questions you have to our customer success team here.

Spreadsheet Server offers live ERP connectivity from inside Excel so users can easily run refreshable and drillable reports. It also enables rapid business sign-off by enabling finance teams to validate new systems against legacy reports more efficiently, catching transformation issues early and speeding approvals. Spreadsheet Server’s pre-built connectors support hybrid environments where users need to pull data from both legacy (on-prem) and new (cloud) ERPs during the transition. Lastly, its self-serve reporting helps non-technical users create their own ad hoc reports, reducing IT overhead.

Jet Analytics facilitates the consolidation of legacy and new ERP sources into a single governed data warehouse, so historical data isn’t force-migrated into the new system. This approach reduces the risk of migration issues, as well as the scope for your ERP transition. Jet Analytics also supports phased migrations, which is a recommended best practice for transferring data from one system to another. It keeps multiple sources in the warehouse so users can report on legacy and target ERP data while parts of the business move at different times. Lastly, Jet Analytics’ centralized business logic eliminates “data disagreements” and makes reconciliation and audits significantly faster.

Our data migration software can help you optimize your project by:

• Automating tasks: Reducing manual effort lowers labor costs.
• Minimizing errors: Clean data from the start means less rework and troubleshooting.
• Selective migration: Migrate only the data you need, saving time and resources.

The timeframe depends on your specific needs. However, data migration software can significantly speed up the process by:

• Streamlining data extraction and transformation: Automating tasks saves valuable time.
• Reducing errors: Clean data upfront avoids delays caused by fixing issues later.
• Efficient data transfer: Tools can handle large data volumes efficiently.

Data security is paramount at insightsoftware. Our data migration software offers robust security features such as encryption, access controls, and audit trails. This ensures your sensitive data remains protected throughout the migration process.

A well-designed data migration solution should offer options for handling legacy data. Consider tools that can either migrate historical data or securely archive it for future reference, like Jet Analytics.

While every ERP migration differs, they typically follow similar steps:

1. Plan and kickoff: Define the migration’s scope, success criteria, timeline, and stakeholders to prevent scope creep and minimize costly surprises.
2. Discovery and data profiling: Take inventory of all data sources and assess the data quality (duplicates, missing values, inconsistent codes) to identify what to migrate vs. archive.
3. Design and mapping: Build data models and mapping documents, defining each transformation and business rule.
4. Build: Implement your extraction, transformation, cleansing, and staging processes (using a tool like Jet Analytics) before building validation scripts and reconciliation checks.
5. Test and reconcile: Repeatedly run test migrations, data reconciliation reports, and business user sign-offs, preferably with parallel runs between the legacy and target system to compare the results.
6. Cutover: Perform final validations and officially switch users to the new ERP (have rollback criteria and a communication plan in place just in case).
7. Stabilize and optimize: Monitor reconciliation, tune transforms, train your users, and retire legacy reports to be replaced by new reports.

Every ERP migration is complex, but insightsoftware makes it faster, safer, and more predictable. Our suite of tools reduces manual work, improves data quality, and gives your team real-time visibility at every step:

• Plan and kickoff: With Jet Reports and Bizview, you can rapidly define scope, success criteria, timelines, and stakeholder reporting, preventing scope creep and costly overruns.
• Discovery and data profiling: Spreadsheet Server and Jet Analytics automatically inventory your data sources and flag issues such as duplicates, missing values, or inconsistent codes. This accelerates cleanup and helps you migrate only what’s valuable.
• Design and mapping: Build robust data models and mapping rules in Jet Analytics to gain full control over transformations and business rules.
• Build: Automate extraction, transformation, cleansing, and staging processes with Jet Analytics to reduce errors and shorten project timelines.
• Test and reconcile: Generate reconciliation reports, test runs, and side-by-side comparisons with Spreadsheet Server and Angles so you can validate data accuracy with confidence before go-live.
• Cutover: With real-time monitoring via Jet Analytics dashboards and built-in rollback criteria, you can ensure a smooth transition for end users and mitigate the risk of go-live disruptions. 
• Stabilize and optimize: Post-migration, replace legacy reporting with Power ON, Spreadsheet Server, or Jet Reports, giving your teams faster, self-service access to real-time analytics and performance insights.

Successful ERP migrations require planning, ownership, and the right technology. Our ERP reporting experts recommend these best practices, and insightsoftware tools make each step easier:

• Have a dedicated migration team: Define clear ownership and assign data stewards for each domain. insightsoftware’s governance and reporting tools give your team a single source of truth and documented SLAs to accelerate decisions.
• Profile early and clean often: Run frequent data quality scans and fix issues with master data or mappings before bulk migration. Tools like Jet Analytics automate data profiling, so your team can spot and resolve problems sooner.
• Use a phased approach: When possible, migrate and validate in smaller increments. insightsoftware dashboards and automated reconciliation reports help you validate each step before moving on, reducing the risk of a “big bang” cutover.
• Automate validation and reconciliation: Build automated scripts and dashboards to flag mismatches for review. Spreadsheet Server makes it easy to create Excel-based validation reports tied directly to ERP data, cutting manual effort and error.
• Avoid unnecessary legacy-to-ERP migration: Use a data warehouse to retain historical or legacy information. Jet Analytics integrates both legacy and new ERP data, giving you seamless reporting without crowding your new system.
  Keep security and auditability in mind: Maintain logs, data lineage, and access controls. insightsoftware’s solutions support audit trails and user-level security, helping you comply with internal and external standards.
• Plan for report migration: Rebuild critical financial reports early and train users to leverage the new tools. Spreadsheet Server quickly creates automated, refreshable reports in Excel, so your finance and operations teams stay productive during and after migration.

There are four primary approaches to ERP data migrations:

1. Big Bang: Everything is cut over at once (fast, but high-risk).
2. Phased: Moved data over pieces at a time (less downtime and easier validation). This is the approach we typically recommend for the best balance of speed, safety, and cost. insightsoftware tools like Jet Analytics and Spreadsheet Server make phased migrations more manageable by automating reconciliation, reporting, and validation at each stage.
3. Parallel: Run old and new systems side-by-side while validating outputs (safe but expensive). insightsoftware dashboards and reporting solutions simplify side-by-side comparisons and reconciliation.
4. Hybrid: A mix of aspects from the types listed above that is tailored to your systems. insightsoftware tools support hybrid strategies by giving you flexible reporting, data profiling, and automation to handle multiple migration phases simultaneously.

By using insightsoftware tools to support your migration, you can automate validation, reduce errors, and maintain full visibility. This means that even complex phased or hybrid migrations are faster and more reliable.