ERP · BUSINESS INTELLIGENCE · DASHBOARD DEVELOPMENT · REPORTING ARCHITECTURE
ERP BI · RESOURCE

ERP BI Migration Checklist

ERP BI Migration Checklist: a practical field guide for ERP BI teams.

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FIELD GUIDE

Preserve the definition before you move the artifact.

ERP BI Migration Checklist: a practical field guide for ERP BI teams.

Core checklist

  1. Audience and decision owner defined
  2. KPI definitions and owners documented
  3. Source systems and authoritative records identified
  4. History and refresh requirements documented
  5. Security boundaries documented
  6. Validation and reconciliation agreed
  7. Deployment and governance established
  8. Post-launch ownership assigned
ERP BI MIGRATION CHECKLISTERP DATA · GOVERNED MODEL
Revenue$24.8M
Gross margin31.4%
Open orders1,284
Receivables$3.2M
Inventory$7.6M
Exceptions42
PUT IT TO WORK

Turn the framework into a reporting plan.

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