Critical definitions
Establish product references, units, relationships, pricing rules, and responsible owners.
Roadmap Solutions
Solutions your Roadmap may include
ERP data migration readiness
Carry dependable operating records into the ERP.
A new enterprise resource planning (ERP) system inherits the problems in the information moved into it. Product definitions, material structures, inventory, open orders, and financial balances need business ownership and validation. We establish what should move, what needs correcting, and what the migration must prove.
Questions worth examining
- Product units or material definitions differ between departments.
- Duplicate customer records contain conflicting prices or delivery details.
- The migration plan counts records without proving usable transactions.
01
Assess the need
Understand what the records mean.
Metrotechs examines source information and the decisions it must support after migration.
Open work
Identify orders, commitments, stock, and balances that must remain actionable.
History and access
Distinguish operating records from history that needs retained, controlled access.
02
Compare the options
Move what the business actually needs.
Compare preparation effort and ongoing access before choosing the migration scope.
Correct source records
Resolve conflicting definitions with business owners before providers map them.
Migrate selected records
Prioritize essential master records and open transactions with explicit exclusions.
Retain accessible history
Evaluate an archive instead of moving every historical transaction into active workflows.
03
Define the Roadmap
Sequence preparation, rehearsal, and acceptance.
Providers perform extraction and migration; business owners approve meaning and reconciliation.
Mapping decisions
Record source-to-target definitions, transformations, exclusions, and unresolved conflicts.
Preparation ownership
Assign corrections, approval deadlines, and dependencies on configuration or integrations.
Migration rehearsals
Plan representative trial loads, reconciliation evidence, and usable transaction tests.
Final transition
Define change capture, final reconciliation, recovery, costs, and ongoing record stewardship.
04
Illustrative example
The same component has two units of measure.
Illustrative scenario: purchasing records components by box while production consumes individual units, with inconsistent conversion records.
Confirm the meaning
We examine purchasing, stock, and production evidence with the responsible employees.
Plan the correction
The client approves definitions; providers map and rehearse the agreed conversion.
Prove usable results
Stock and material transactions are reconciled before you accept the migrated records.
Intended outcome: agreed quantities that remain understandable across purchasing, production, and inventory.
05
Judge the result
Require operating proof, not a completed import.
Agree critical records and tolerances before providers migrate them.
- Record counts, balances, and relationships reconcile against approved sources.
- Representative orders, stock movements, and financial transactions remain usable.
- Exceptions and exclusions have explicit business approval.
- Historical access and ongoing record ownership are confirmed.
Prepare the business
Build the foundations for AI and self-service.
AI readiness
AI requires understood definitions and traceable sources. Moving inconsistent records into a new system preserves their uncertainty.
Self-service readiness
Customers need accurate products, account relationships, and order information, with access checked against the migrated records.
Questions you may have
Understand the choices before committing.
Should we migrate all historical data?
Not automatically. Operating needs, reporting, retention requirements, access, and costs determine what to migrate or retain separately. The client approves the disposition.
Who resolves conflicting information?
Business owners approve definitions and corrections. Providers execute the mappings and loads; Metrotechs tracks decisions and reviews reconciliation evidence against the plan.
Continue exploring
Consider the work around this decision.
Supply Chain Digital Transformation
Start with what your business needs to improve.
We work with you to assess your supply chain, develop a complete Digital Transformation Roadmap, and govern implementation. Launchpad is the AI-powered platform we use with you to keep evidence, decisions, responsibilities, and progress together.
- Metrotechs
- Lead the assessment and Roadmap, review delivery evidence, and keep decisions and provider commitments accountable.
- Your business
- Share information, confirm priorities, approve decisions and changes, and accept results. We organize participation around the time you have.
- Implementation providers
- Deliver the approved technical work, manage their own people, and report progress and issues for review.