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ERP data migration planning workbook

A working Excel planner for the work that sinks go-lives: a data object inventory with owners, cleanup tracking, a load sequence, and a reconciliation that totals source against target.

ERP Executive editorial Excel workbook Implementation

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ERP data migration planning workbook.xlsx

Who it is for

Data migration leads, data owners, and program managers planning conversion from legacy systems.

What you get

  • A data object inventory with a named owner, source system, volume, and quality grade for each object.
  • A cleanup tracker that shows how many records are ready against the total, per object.
  • A load sequence that respects dependencies, so customers load before orders and items before stock.
  • A reconciliation tab that totals source records against target and flags the variance.
  • A mock-load log, because the recommended rule is at least three full-volume loads before go-live.

What is in the workbook

SheetWhat it does
Object inventoryEvery data object with owner, source, volume, and quality.
Cleanup trackerRecords ready against total, with a percent-complete per object.
Load sequenceThe order of loading, with dependencies noted.
ReconciliationSource versus target counts and value totals, with the variance.
Mock loadsA log of each full-volume rehearsal and its success rate.

A worked example

A company migrating from three legacy ERPs finds customer master is only 60% clean eight weeks out; the tracker makes that visible while there is still time to fix it.

Written fresh for this site and vendor-neutral. The figures in the workbook are planning defaults to replace with your own; the formulas do the arithmetic.