Data Migration
ERP Handshake Cutover
Controlled cutover plan for account hierarchies moving between ERP and CRM with rollback windows.
Overview
We sequence delta loads, validate tax IDs, and rehearse rollback scripts before the production flip. Cutover war rooms include named decision makers from both finance and sales ops.
Features
- Dual-write rehearsal environment
- Tax ID and registration field checks
- Rollback scripts with time-boxed execution
- Post-cutover reconciliation dashboards
- Incident bridge runbook
- Data steward RACI chart
- Hypercare checklist for first 10 business days
Outcomes
- Lower risk on hierarchy shifts during ERP upgrades
- Finance and sales aligned on account ownership
- Documented rollback path if vendors slip timelines
FAQ
Do you manage vendor tickets?
We coordinate and draft tickets; your procurement owner remains accountable for SLAs with ERP vendors.
What if cutover slips a weekend?
We include one contingency weekend in scope; additional slips require a change request.
Is historical AR data migrated?
Only fields agreed in the field matrix. Deep AR history may stay in the ERP archive per your finance policy.
Experience notes
“Cutover rehearsal caught a hierarchy loop we would have missed; hypercare checklist was blunt but useful.”