Who this service is for
- Teams migrating customers, vendors, items, chart of accounts, balances, contracts, transactions, or historical data
- Implementation teams behind on data readiness
Service
Data Migration
Move ERP data with ownership, mapping, validation, and reconciliation before it reaches go-live risk.
Problems addressed
- Data ownership is unclear
- Mappings are incomplete
- Trial loads keep failing
- Open transactions do not reconcile
- Historical data decisions are delayed
Warning signs
- Teams discover duplicates during testing
- Data cleanup is still happening near cutover
- No sign-off process exists
- Reporting cannot reconcile to source systems
Questions Maitero answers
- Which data should migrate?
- Who owns cleansing?
- What must reconcile?
- How many trial migrations are needed?
- What is the cutover plan?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- Data migration strategy
- Source inventory
- Data quality review
- Mapping and transformation rules
- Trial migration planning
- Reconciliation and sign-off
Activities performed
Practical activities used to create evidence and decisions.
- Data workshops
- Field mapping review
- Cleansing rules
- Trial load tracking
- Reconciliation planning
- Cutover migration coordination
Systems reviewed
Systems and process artifacts commonly reviewed.
- Legacy ERP
- QuickBooks
- CRM
- billing
- inventory
- spreadsheets
- data warehouse
Documents required
Typical inputs requested from the client team.
- Data inventory
- mapping workbook
- sample extracts
- trial load results
- reconciliation reports
Stakeholders involved
People usually needed for the work.
- Finance
- operations
- IT
- data owners
- implementation partner
- ERP administrator
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- Migration strategy
- Data inventory
- Mapping workbook
- Cleansing checklist
- Trial migration tracker
- Reconciliation sign-off plan
Sample deliverable
A migration tracker showing source, owner, mapping status, cleansing status, trial load result, reconciliation result, and sign-off owner.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Reduced go-live data risk
- Clear data ownership
- Better reconciliation
- Faster user trust after launch
Risks addressed
Common risks this service reduces.
- Migrating dirty data
- Losing audit trail
- Incomplete open transactions
- Unreconciled balances
What is not included
Clear boundaries keep the scope useful and controlled.
- Bulk data entry
- Data hosting
- Data deletion decisions without client sign-off
Optional services
Common next scopes that pair with this work.
- Data remediation
- Integration testing
- Go-live readiness review
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Procure to Pay
- Inventory and Fulfillment
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Acumatica
- Odoo
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Manufacturing
- Wholesale Distribution
- Retail and Ecommerce
Related resource
Use the ERP readiness checklist to prepare for this work.
ERP readiness checklistFAQs
Common questions about Data Migration.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for data migration.
What does the client need to provide?
Maitero usually needs access to process owners, current reports, system documentation, issue lists, project artifacts, and relevant data or integration inventories.
Next step
Your ERP project does not need more uncertainty.
Tell Maitero where the project stands and receive guidance on the most practical next step.