Strategy and planning, analyzing projects, financial reports, and successful business development.

Let’s lay out some of the groundwork strategies when it comes to moving your current ERP to the Cloud.

Assumptions

Before we delve into the topic at hand, please allow us to make a few assumptions.

  1. The answer to the first question above is: YES. You have already decided to make the move.
  2. You do not have a magic wand.
  3. You want the move to be as painless and as smooth as possible.
  4. You do not want the move to disrupt your day-to-day business operations.
  5. You want to reap the benefits that were promised to you.
  6. You do not want to rob a bank to pay for moving your ERP to the cloud.

Caveats

Now, please allow us to state a few important caveats.

  1. We will be using a simple move to the cloud example for the purposes of this article.
  2. More complex examples can be brought to our attention, and we would be happy to discuss them with you and explain how your move would be executed.
  3. You can contact us at Strategic Systems Group (SSG) Call (310) 539-4645 or reach out via our contact form. We would love to discuss how we can help you successfully move your ERP system to the cloud.

What’s Your Strategy?

What’s your strategy for moving your on-premises ERP to the cloud? Finance, Operations, HR, Payroll. Having a rock-solid strategy is critical, because let’s face it, your entire business, across all departments, relies on your current ERP system. From your first-year interns to your longest-term employee, every single person touches your ERP software in some way, every day.

Every step you need to take to move your current on-premises ERP to the cloud must be spelled out so clearly that it is effectively error-proof. That kind of detail can only be provided by a partner who does this for a living!

Therefore, the first and most crucial step in your move to the cloud journey is…

Finding the Right Partner!

Finding the right partner to execute your move to the cloud is a lot like finding the right CFO to replace your current CFO, who has announced his retirement. You would do your research and develop a shortlist of qualified candidates. Then you would start interviewing those top candidates and put them through a vetting process. Ultimately, you would choose the candidate who meets all of your requirements and expectations.

Your ERP systems. That is exactly what you should be doing in your quest to find the right partner for moving your on-premises ERP system to the cloud. The partner you choose would have experience and expertise in moving on-premises ERP systems to the cloud, but not just any ERP systems.

For example, if you are currently running Epicor on-premise and moving to a cloud solution like NetSuite, you would be well advised to choose a partner with specific experience and expertise in on-premises Epicor and the NetSuite cloud. That might be a tall order and a relatively complex transition. What you have in this example are two totally different products and platforms.

A Simpler Example

A more straightforward example would be more like moving from any on-premise Microsoft Dynamics ERP to Microsoft’s flagship cloud ERP, namely Microsoft Dynamics 365 Business Central. Business Central has become so popular that you would be hard-pressed to find a Microsoft partner who has not already executed dozens or even scores of moves from on-premise Microsoft Dynamics GP, for example, to Business Central.

What you have in this example is two Microsoft Dynamics systems and similar products on similar platforms. The same is true for Dynamics GP but for Dynamics AX, Dynamics NAV, and Dynamics SL. You also have setup wizards that Microsoft has created to make the transition practically easy as pie.

You also have an assisted setup guide in Business Central that will help you smoothly migrate data from Dynamics GP. When you migrate your data from Dynamics GP, the following information is migrated to Business Central online:

  • Chart of Accounts (COA) master records
  • Customer master records and outstanding transactions from the Receivables module
  • Vendor master records and outstanding transactions from the Payables module
  • Inventory items
  • Historical data from
    • Receivables
    • Payables
    • Sales Order Processing
    • Purchase Order Processing
    • Inventory
  • Checkbook master data

You can also easily create a “diagnostic run” to further validate and verify that the data migration has been properly executed before the actual migration is run, thereby decreasing the risk of a failed migration. This is critical because, as but one example, the maximum field length is different in Dynamics GP (30) and Business Central (20), and the diagnostics run checks for issues and show warnings. The tool also checks item numbers to look for duplicates based on the character limit, and it checks to make sure there are no blank posting accounts needed for posting transactions with the migration.

The cloud migration wizard in Microsoft Dynamics 365 Business Central is simply awesome since it automates much of the process mitigates risk. Clearly, you do not want to lose any of your data as you embark on the journey from on-premises ERP to cloud ERP.

Meet the Right Partner!

We put much thought into naming our enterprise 31 years ago when the company was founded. Since we specialized in ERP systems, we wanted the word “systems” to be part of our name. Then we also realized that having a solid strategy was essential for every ERP implementation, so we also wanted “strategy” to be part of our name. That is how Strategic Systems Group was born.

Over our 31 years in business, we have developed deep and wide expertise in many of the foremost ERP software products that existed then and those that later came to the fore. But you should not just take our word for it. You should do your due diligence, interview us, vet us, and ask as many probing questions as possible.

We Are Here for You…

Call (310) 539-4645 or via our contact form today and every day!

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