Making the Jump: Tips for Migrating to Sparta ERP

Creating a transition plan before migration.

Without an adequate strategy for change management, implementation problems can result in errors, loss of crucial data and costly interruptions to regular operations. In order to conduct a productive, seamless ERP migration, it is important to lay out a plan to ensure you and your colleagues are equipped to deal with changes. An established procedure can also help you stay on track regarding any timelines and budget expectations.

Especially if there are multiple people assigned to the migration process, creating strategic mapping will make sure you are on the same page. This should include a list of all the data that should be transferred from your old ERP to Sparta. It can also make sure the data is consistent, no matter who inserted this information. For instance, some data systems do not allow for the use of alphanumeric symbols (including exclamation points, percent symbols, etc.), while others do. Creating a shared document of the implementation strategies and phases can save time and make the transition easier for everyone involved.

Providing users with proper Sparta ERP training

Any employee that will likely use the Sparta platform should undergo extensive instruction on how to use the technology. This can prevent human error from interfering with important data. By appointing a few individuals in the organization to be designated ERP experts (Key Users), points of contact for employees to use if they have any questions or issues with Sparta.

Only migrate the necessary data.

Transitioning to a new ERP structure can be time-consuming. For the sake of implementation efficiency, the only data migrated will be the data that you know you will need in your new Sparta ERP system. Transitioning useless information lengthens and overcomplicates the migration period. Additionally, you don't have to transfer your data all at once. Collaborate with your team to decide what pieces of data you need and how soon you should transition this information to your new environment.

Your data is sensitive, but only keep what's relevant to you

Thorough testing before going live to Sparta

Going live with Sparta is as easy and seamless as you might think. During the Transition phase, the team at iWork Technologies will conduct User Acceptance Test (UAT) sessions. These sessions will ease any concern of the implementation being detrimental to the success of the project. By setting up a testing environment to solve potential issues, testing data integrity and individual transactions, we will iron out and sort of system wrinkles. Any problems not addressed during testing have the potential to impact operations after go-live.

Migrating to a new ERP platform doesn’t mean existing modules can’t be improved: by adding additional functionalities, it is possible to extend the capabilities of the existing modules.