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ERP Migration Readiness Checklist
Thinking about moving off a legacy ERP? Work through this before you talk to any vendor. It's vendor-neutral — useful whether or not you ever work with us — and it'll make every conversation sharper.
1 · Take inventory
- List every system that holds operational data today (ERP, CRM, accounting, spreadsheets, point solutions).
- Note who owns each system and who actually uses it day to day.
- Capture your current annual software spend, per-seat fees, and renewal dates.
- Flag any contracts with notice periods or auto-renewal clauses.
2 · Assess your data
- Identify your systems of record for customers, items, suppliers, and the chart of accounts.
- Estimate record volumes (transactions, documents, attachments) per module.
- Spot duplicate, stale, or inconsistent data to clean before — not during — the move.
- Decide how much history you actually need to migrate vs. archive.
- Confirm you can export your data (and that you have the rights to).
3 · Map processes & customizations
- Document the core workflows that must keep working on day one (quote-to-cash, procure-to-pay, etc.).
- List custom fields, scripts, reports, and integrations you depend on.
- Identify any compliance or audit requirements the new system must satisfy.
- Separate "must-have on go-live" from "nice-to-have later" to keep scope honest.
4 · Line up people & timing
- Name an internal owner empowered to make decisions during the project.
- Pick a go-live window that avoids your busiest season and month/quarter close.
- Plan who validates the data and signs off before cutover.
- Budget time for training so the team is ready, not surprised.
5 · Cloud, security & ownership
- Decide where the system will live — and confirm you (not the vendor) will own it.
- Require your own cloud project and your own encryption keys (no shared tenancy).
- Confirm you keep your data and code if you ever change providers (no lock-in).
- Check that backups, disaster recovery, and patching are covered and tested.
6 · De-risk the cutover
- Insist on a dry-run migration against a copy before touching production.
- Reconcile key totals (AR, AP, inventory, GL) between old and new, line for line.
- Have a documented rollback plan if go-live hits a snag.
- Run in parallel briefly if the risk warrants it, then retire the old system cleanly.
Want us to handle the hard part?
Migration assistance starts at $750, scoped to your data — we've moved 1M+ records with nothing lost in the cutover. Or start free on Core Care and move at your own pace.