DATA COLLECTION & CLEAN-UP
Convert data: You can’t assume 100% of the data can be converted as there may be outdated information in the system. Determine which information should be converted through an analysis of current data.
Collect new data: Define the new data that needs to be collected. Identify the source documents of the data. Create spreadsheets to collect and segment the data into logical tables (Most ERP systems will have a utility to upload data from a spreadsheet to their database).
Review all data input: After the converted and manually collected data is entered into the ERP database, then it must be reviewed for accuracy and completeness. Data drives the business, so it is very important that the data is accurate.
Data clean-up: Review and weed out unneeded information such as customers who haven’t purchased in a while or are no longer in business. Now is the time for improving data accuracy and re-establishing contact with inactive customers.
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