X-ERP Help

Basics

Think of migration as a controlled translation between two data models - with rules for meaning, history, errors and repetition.

Two systems can both have a “Customer” field and still mean something different. Migration begins where these differences are expressed.

The truth is in the mapping

Technically, values are transferred; Technically, identities, states and relationships are continued. That's why migration, departments, data protection, finance and operations are working together on a binding model.

From raw stock to controlled import

Determine the scope: Which objects, time periods and document levels will be adopted?
Name a technical owner for each data area.
Define system boundary and leading system during preparation and cutover.
Create unchangeable source states and versioned working states.
Determine evidence values: number, sum, balance, key and process sample.

Evidence instead of gut feeling

Scope and exclusions are in writing.
Technical terms have clear definitions.
Source status can be provided again exactly.
Every acceptance has a responsible person and measurable criteria.

The typical breaking points

“Take over everything” shifts unresolved legacy issues.
A missing owner turns any ambiguity into a technical decision.
Unversioned Excel corrections cannot be reproduced.

This is what you take with you

Before the import, everyone involved speaks the same language and knows how success is measured.

Further information / source

Frequently asked questions

**Should every history really be adopted?**

Only if the benefits, quality, effort and storage justify it. Alternatively, a protected old archive may be sufficient.

**Who decides when values are unclear?**

The named professional owner; technical teams document possibilities and consequences.