Services · Scale-Up

ERP Data Migration, Opening Balances and Master Data Support

PDA04

Supports data migration planning, data cleansing, opening balances, master data structures and reconciliation of migrated information.

What changes

More reliable migration, cleaner master data and reduced post-go-live reconciliation problems.

What you get

Data migration plan and cleansing checklist PDA014
Master data structure and mapping document PDA015
Opening balance preparation and load file PDA016
Migration reconciliation and sign-off report PDA017

What has to come first

PDA03ERP Implementation Governance and Configuration Support Recommended

The configured system and master data structures to load into
EUM01ERP General Ledger and Chart of Accounts User Manual Recommended

GL and COA setup so master data aligns with the ledger
NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment that frames the implementation

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Finance Director	Signs off opening balances and migration
HNS finance staff	Cleanse data, prepare balances, reconcile
HNS ERP or system administrator	Loads data and master data
HNS IT	Supports extraction and load
The ERP vendor or implementer	Executes the load
GFDC delivery team	Advises and supports reconciliation

How it is measured

Indicator	Target	Evidence
Data migration plan and cleansing completed before load	Before cut-over	Migration plan; cleansing checklist
Master data mapped to the new system	100% of master data records	Master data mapping document
Opening balances reconciled to the source	100%, zero unexplained difference	Migration reconciliation report
Opening balances and migration signed off	Before go-live	Sign-off report

Tools

4 of 4 ready to download.

PDA014 Data migration plan and cleansing checklist Template DOCX
PDA015 Master data structure and mapping document Template DOCX
PDA016 Opening balance preparation and load file Template DOCX
PDA017 Migration reconciliation and sign-off report Template DOCX

Standards

COSO Internal Control - Integrated Framework
Recognised ERP data-migration practice

Request this service

The form arrives with PDA04 filled in. You can change it, and you do not have to be sure.

Request PDA04

Code: PDA04
Tier: Scale-Up
Outcome area: 4 · Finance operations, reporting, systems and audit readiness
Deliverables: 4
Tools: 4 of 4

Comes before

1 service names this one as a prerequisite.

PDA05ERP Testing, Go-Live and Stabilisation Support

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What do I need?

Describe the problem, not the service

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