Infor Data Migration plays a critical role in helping companies transition from legacy systems to the robust and scalable Infor CloudSuite applications. As organizations aim to modernize their ERP environments, the migration of accurate, clean, and structured data becomes crucial for maintaining operational continuity and realizing value from new cloud-based capabilities.
From aligning historical records to ensuring data integrity during transfer, a well-executed migration strategy lays the groundwork for a successful CloudSuite project. In this article, we’ll explore the core features, benefits, and best practices of Infor Data Migration and how expert guidance can make all the difference.
Understanding the Need for Infor Data Migration
As businesses transition away from outdated legacy systems, an accurate and efficient data migration strategy becomes crucial for maintaining operational integrity and maximizing the potential of a modern cloud-based ERP system, like Infor CloudSuite.
An established Infor Data Migration plan ensures that key information, such as financial records, customer details, inventory data, and transactional history, is cleansed, structured, and aligned with the new system requirements. Without a reliable migration strategy, organizations risk data loss, inconsistencies, and disruptions that can affect the success of their CloudSuite implementation.
A well-executed data migration plan not only supports business continuity but also sets the stage for digital transformation and long-term scalability.
Key Considerations for Migration Planning
External application and migration databases
Within the Infor landscape, data is migrated from the external application database into an Infor CloudSuite migration database, enabling users to copy the target table data from the existing migration database to the CloudSuite production database once the migration is complete.
Required data for Infor CloudSuite
To outline the required data and ensure successful migration to a new Infor CloudSuite system, users can leverage spreadsheets to enter, consolidate, and manage critical data, forms, and tables. Users must enter the CloudSuite forms in sequential order to ensure accurate master data and the proper management of data dependencies across the system.
External data preparation
Before data from any external applications can be migrated into the Infor CloudSuite system, users must complete and post all transactions to ensure that the new Infor system has the most accurate, up-to-date information and any missing transactions are addressed.
After posting all unpaid invoices, vouchers, journals, and other transactions from the legacy system, print and post A/P and Payroll checks, ensuring no new transactions are created in the external application.
Future storage environment
Once the data from all external applications has been adequately prepared for migration, users should determine both the SQL server and CloudSuite production database where the transformed data will be stored and managed.
Pre- and post-migration verification
Users must establish a detailed verification plan and share key steps with associated stakeholders, ensuring proper data management and storage across the new Infor landscape. After the data is successfully migrated into the CloudSuite environment, users should verify that all critical data was transferred correctly.
If any data was not migrated as expected, analyze the database triggers and mapping functionality to identify and address any issues. Key stakeholders should also perform a backup of the existing database once all the data has been verified.
Outlining a Cloud Migration Plan
Assembling a strong team
Migrating to a cloud-based system like Infor CloudSuite empowers organizations to modernize their technology ecosystem, keep their core capabilities up-to-date, and reduce the manual workload on internal resources.
By assembling a coherent team of business and technical stakeholders, organizations can outline a comprehensive set of migration requirements, define how their applications should interact with external entities, and understand how their business strategy and market dynamics can affect the success of their migration.
Building a business case
After determining the requirements for the migration project, teams should outline the ROI model and free up internal resources to support future projects. With a greater focus on time-to-value across the project lifecycle, organizations can select projects that contribute to tangible business success and align with long-term strategic initiatives.
Preparing critical data
By consolidating data across existing enterprise systems, organizations can gain improved insight into their employees and the organization as a whole. Project teams should adopt a comprehensive approach to application integration and analytics, prioritizing scalability to facilitate the ongoing management of data exchange between systems.
Choosing tools and methodology
When it comes to choosing the right tools and methodology for Infor Data Migration, it’s critical to align technology decisions with your broader cloud strategy from the outset. Identifying the right platforms for integration, user access management, data aggregation, analytics, and reporting should be done early to ensure alignment across the enterprise landscape.
Additionally, partnering with a knowledgeable consulting team will guide you through a tailored migration approach with clearly defined milestones, all while staying focused on achieving organizational KPIs and maximizing time to value. For more information about how our Infor consulting team has guided successful Infor migrations for previous clients, view our latest Infor Lawson to Infor CloudSuite migration case study.
How Can We Help?
At Surety Systems, we understand that Infor Data Migration is more than just moving data; it’s about laying the foundation for a successful transformation to a new Infor CloudSuite environment. Our senior-level Infor consultants offer tailored advisory services and hands-on support to guide your organization through each phase of the migration journey.
Whether you’re upgrading from a legacy Infor system or transitioning from a third-party platform, our Infor consulting team provides the expertise and personalized guidance needed to streamline your migration and drive sustainable growth over time.
Contact Us
For more information about our Infor consulting services or to get started on a project with our team, contact us today.
