What are the biggest data-related challenges during an ERP migration?

Common data challenges include ensuring data accuracy, completeness and consistency when moving from legacy systems. Issues like data loss, corruption or incorrect mapping can derail an ERP migration. Phocas mitigates these risks by providing robust tools for data validation before, during and after migration. It allows you to compare data sets, identify discrepancies early and ensure your new ERP is accurate and reliable, forming a solid foundation for future operations.

How can we minimize disruption during our ERP migration process?

Keeping Phocas supports a smoother transition by ensuring continuity. B y facilitating automated reporting and providing clear insights into both old and new systems during the cutover phase, we help your teams maintain operational visibility and quickly address any emerging problems, ensuring critical business processes continue with minimal interruption.

How can we confirm everything is working as expected post-go-live?

Phocas accelerates this by allowing you to quickly generate comparative reports and KPIs from your new ERP, benchmarked against historical data from your old system. You can rapidly confirm that data has migrated correctly, processes are running efficiently and key business metrics are tracking as expected. Automated alerts can also flag any anomalies, allowing for swift corrective action in the critical early days after going live.

How can we align our old data with the structure of the new ERP system?

Aligning data is often a significant hurdle. It helps if you can identify transformation needs and validate the integrity of data relationships post-mapping. This ensures that your historical data is usable and meaningful within the new system, maximizing its value from day one.

Beyond the initial migration, how does Phocas add ongoing value to our new ERP?

By integrating our platform with your new ERP you get the same benefits as you had with your old system, which is an ongoing powerful analytics and reporting foundation. This includes the automated generation of critical reports and KPIs, deeper insights into your business operations and the ability to continuously monitor performance and identify areas for improvement.

Ensure your ERP migration works the first time

Avoid operational disruption and budget blowouts when upgrading your ERP. Phocas is a trusted conduit between the new and old system so you can run business as usual and keep your data secure during the process.

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Prepare Flexibility Stay in control migration scenarios Add value Rapid ROI Stay aligned

Preparation is important

Many companies do not allocate sufficient time to determine the new data requirements. To get comprehensive data, it is important to consult with all relevant people, including operations managers and product specialists. Internal conversations help decide your data rules and expectations. A data analytics solution like Phocas can then identify and correct errors prior to migration.

Prioritize migration needs: strong data preparation is required
Consider new data : outline all the extra data you want included in the new ERP
Reporting improvements: a new system brings new opportunities, check you have captured all the necessary fields to measure new KPIs and priorities
Collaborate: there are lots of data needs in a business, ensure you get feedback from all

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Flexible migration

ERP migration is a series of steps. With Phocas Analytics, your processes, relationships and historical data will remain intact on the go-live date. We help you transition smoothly between ERPs, allowing for rolling changes and data stability.

Avoid errors: understand the source ERP to meet the requirements for exporting the data
Data integrity: data in Phocas ensures ongoing customer service and sales activity
Maintain: keeping historical transactional information from the old ERP is valuable
Adoption enablement: successful implementations can be enhanced with our field trainer service who visit branches for onsite training

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Stay in control of your migration

ERP conversions are at most risk of failing in the second or third month after go-live. It is in these months after the migration that the focus and energy of the conversion dissipates. Phocas has in-built alerts to warn users of any data changes.

Data cohesion: Phocas provides a single source of truth for consistent analysis throughout the transition
Reporting capability: ensures you can report from the old and new data during and after migration
Mitigate risk with alerts: Proactively identify data issues in the critical months after migration using automated alerts that pinpoint areas impacted by the conversion
Manage costs: a data analytics solution buffers data importing expenses

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Phocas played a critical role in our ERP migration

Changing an ERP is a significant investment for any business, and for B&R, the implementation took more than a year to complete. B&R’s sales reporting was consistent all the way through the install because of a long-term commitment to Phocas.

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“Phocas is one of the reasons our ERP implementation was so successful. It provided the sales team confidence in sales, orders and processing information.”

Chris Cheers

Operations Applications Manager at B&R Enclosures

Support for all migration scenarios

Considering an ERP change? Not all migrations are the same. We can partner with you through the process – whether it's a direct 1:1 replacement, an ERP system upgrade or adding a new ERP to your organisation – Phocas helps you navigate your specific transition successfully.

Wholesale ERP changeover

In a 1:1 replacement scenario, Phocas can smooth the transition, enable historical comparisons and help you get fast insights from your new ERP.

ERP system upgrade

During an ERP version upgrade, Phocas provides a stable analytics layer, helping you quickly validate data integrity and maintain reporting consistency.

Adding a new ERP

If you're adding another ERP alongside existing systems (e.g., post-acquisition or for different divisions), Phocas connects data from multiple ERPs simultaneously, providing analysis across the entire business.

Analytics maximizes ERP value

Data analytics adds value to your ERP not only during migration, but before and after any upgrades with data insights and quick measurement of KPIs.

Self service reporting: an intuitive reporting system avoids paying experts to build reports or workarounds
Smooth UX experience: see the same user interface despite the backend change
Improve data quality: identify uncategorized products, detect inconsistencies, and enhance the accuracy of your metrics

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Fast implementation, rapid ROI

Connecting data is one of our specialities, enabling us to guide you on a quick path to value. Our rapid deployment process is designed for seamless integration with multiple ERPs and diverse data sources.

Dedicated support: an implementation team is assigned to work alongside your business to deliver a tailored, pre-built solution, ensuring smooth onboarding
Experienced integration: pre-built connectors for leading ERPs; Infor, Oracle NetSuite, Epicor, Kerridge, Sage, SAP + many more to align with your existing technology
Secure data: benefit from secure data warehousing for multiple sources - gain a central, reliable data platform for your growing needs
Accelerated insights: begin harnessing meaningful insights in approximately 8 weeks for a mid-size business, enabling you to fuel growth sooner

Find your ERP

Stay aligned as you grow

Grow without limits with a platform designed for long-term success. We're here to support your journey, every step of the way.

Clear alignment: a complete view of business performance helps you stay on track with operational and financial goals
All-in-one platform: supports continuous expansion, eliminating the need for costly external consultants
Built to last: a platform that’s backed by a clear roadmap and ongoing innovation to meet growing needs

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Frequently asked questions

Understand the past, operate better today, and plan well for the future

Whether you want to get your data organized for your team or you’re looking to combine business intelligence capabilities with financial reporting, planning and forecasting… We can help.

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