Master Data Audits and Approvals Prior to Cutover Critical to Success of Dynamic Data Conversion

Posted on: May 30, 2018 | By: Tim Lovely | QAD Business Process, QAD Distribution, QAD Financials, QAD Manufacturing

Cutover weekends for large ERP implementations are often stressful events. Detailed cutover checklists must be developed in advance with all system and non-system tasks documented for completion by specific date and time with assigned owner.

One of the most important tasks over a cutover weekend relate to the conversion of dynamic data such as open Accounts Payable, open Accounts Receivable, open Sales Orders, open Purchase Orders, on hand Inventory, and open Work Orders. To support the entry of this data, master data such as Suppliers, Customers, Items, Product Structures, and Routings must be entered in advance to support the cutover weekend.

In order to avoid cutover weekend load issues and last minute scrambles to add or correct master data, Logan Consulting pushes for detailed reviews and approvals for all key master data areas prior to cutover weekend. This includes checks against dynamic conversion files to make sure all customers, suppliers, and items are loaded to support the conversion of dynamic data. For example, on a Thursday before cutover weekend, generate an open AR Aging report from the legacy system and confirm that all customers on the AR Aging are entered correctly in the target ERP system.

With a thorough review of Master Data reviews ahead of cutover weekend, conversion of dynamic data for go-live will be a smoother process.

About Logan Consulting

Logan Consulting is a leading consulting firm with strengths in strategy, project management, business process design, ERP and CRM implementation, recruitment and training.  Since 1992, our business process-based delivery techniques and tools have helped our clients build a solid business process and information technology foundation to support their business.  Our clients count on us for objective, unbiased analysis, recommendations and project work.  To learn more and hear what our customers are saying about us, please visit our website (www.logan-consulting.com).

Logan Consulting is headquartered in Chicago, IL with global services reach.



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