Lean Tools, Training, and Systems

Data Conversion Planning

Excel template for data conversion planning for data migration for ERP, CRM, inventory, or accounting software

Your Systems2win templates come with a Data Conversion Planning Excel Template (swDataConv.xlsx) that empowers your teams to convert data from any software to any other software.

Convert ANY data

It is most commonly used for software projects for upgrading ERP, MRP, CRM, inventory, or accounting software.

When used for planning automated data conversion, this serves as both

the plan
the intermediary document used for data cleansing, and then final import into the new application.

This same data conversion planning template can also be used for planning manual data conversion (hand-entered), thereby enabling your team to use this one single tool to plan and convert any data.

Reduce Costs and Mistakes

With your Data Conversion Planning template your Project Team can plan and control your data conversions — which are often:

Costly — with high potential for cost overruns
Error prone — causing even more cost overruns
Poorly planned, estimated, and controlled by IT Departments or team leaders that believe they can "wing it"

This template works with ANY enterprise software, and works for:

Data conversion programming
Manual data conversion planning

'Standard Data Conversion' usually includes...

Import any master files with enough transactions to justify writing and testing a data import program rather than typing the data manually,
- Customers and Ship-to's
- Vendors and Order Addresses
- Inventory Items
- Units of Measure
- Locations and/or Warehouses
- Bills of Materials
- Resources
- Jobs
- Prospects & Contacts
Import open and beginning balances
- Customer Ledger open balances
- Payable Vendor Ledger open balances
- Item on-hand quantities
- General Ledger Account beginning balances
Import historical period-end balances for GL Accounts
- If you plan to do any data conversion beyond the above "standards" — be prepared to pay a lot of money and devote a lot of time.

Why re-invent?