Inventory the source
List databases, spreadsheets, attachments, integrations, owners, identifiers, volumes, quality issues, and retention needs. Decide which source is authoritative where records conflict.
Map meaning, not only columns
Document target definitions, required transformations, units, statuses, relationships, defaults, and excluded records. Resolve duplicate customers, suppliers, products, and accounts deliberately.
Rehearse and reconcile
Run conversion repeatedly in a safe environment. Compare counts, quantities, inventory value, receivables, payables, balances, and sample record history using agreed tolerances.
Control cutover
Define freeze timing, final extraction, responsibilities, validation, acceptance, rollback, archive access, and support. Retain mapping and reconciliation evidence for later questions.
Questions to bring to discovery
- Which users and decisions depend on this workflow?
- Where does information originate, and which system owns it?
- Which exceptions, corrections, and approvals must be supported?
- How will the organization measure a successful result?
Related guides and solutions
How Simor Soft can help
Simor Soft can assess the current process, configure or customize Simor ERP and our other product foundations, build a dedicated application, connect existing systems, migrate data, and support the solution after launch. The recommended path depends on operational value, risk, timeline, and long-term ownership.