At EBM, we understand that migrating to a new ERP system is a significant decision for your business. A successful migration requires careful planning to ensure your data remains integrated and your operations stay efficient. We’re here to guide you through the process and ensure a smooth transition.
This article contains the following topics:
Why do I need to inform EBM about my ERP migration?
Your ERP system is critical to how EBM integrates and processes your data. Migrating to a new ERP may affect how we connect to your data, which can impact reporting, forecasting, and budgeting tools within EBM's platform. Letting us know about your plans early ensures we can prepare for necessary adjustments and maintain uninterrupted service.
When should I notify EBM about my ERP migration?
It’s essential to notify EBM at least four weeks before the migration date. This lead time gives us the opportunity to review your current setup, make any required updates to our system, and collaborate with your team to avoid downtime.
What specific information does EBM need?
When you inform us about your migration, please provide the following details:
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ERP System Name: What is the name of the new ERP system you're switching to?
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Data Format Changes: Will there be any changes in data structure, such as table or field names, that EBM needs to adjust for?
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Connection Details: Is the IP address, database server name, or connection method changing?
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Scheduled Migration Date: When is the migration happening?
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Integration Agent Changes: Will the location or configuration of the Integration Runtime Agent change? If so, we need to know in advance.
How should I notify EBM about the ERP migration?
You can notify us by reaching out to your EBM representative or by contacting our support team at support@ebmsoftware.com. Be sure to include all the details outlined above to ensure we can prepare efficiently.
Are there any testing or validation steps I need to take before the migration?
Yes, we strongly recommend a pre-migration test. Conducting thorough testing and validation will help catch any potential issues before they impact live operations. You should validate:
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Data integrity after the migration
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ERP-to-EBM system connections
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Performance of integrations and reports
What documentation should I keep during the migration process?
Maintain detailed records of all changes made during the migration, such as configuration adjustments, new ERP settings, and any API modifications. This documentation will be invaluable for post-migration support and troubleshooting.
How can EBM assist after the migration?
Post-migration, EBM will be available to help verify data accuracy and ensure that integrations and automations continue running smoothly. Reach out to us for any troubleshooting, system updates, or questions.
Summary Checklist for ERP Migration:
Notify EBM at least four weeks before the migration.
Provide details on the new ERP system, data changes, and connection updates.
Plan and execute pre-migration testing.
Document all changes for future reference.
Contact EBM for post-migration support.
By keeping us informed and prepared, we can ensure a seamless transition for your ERP migration with minimal disruption to your operations.
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