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Merchant →

Manage your trade counter, ecommerce, remote teams, CRM, multi-branch and mobile warehouse.

Wholesale and Distribution →

Manage stock control, multiple warehouses, multiple branches and online sales.

Retail →

Inventory management, business intelligence, order processing, CRM, EPOS, ecommerce and financials.

We cater to diverse industries. If your sector isn't listed above, contact our experts to explore potential compatibility.    Are we a good fit →

GenetiQ_Cloud_Primary
Our next-generation cloud ERP
GenetiQ ERP Laptop and iPad

Browser-based solution with industry-leading personalisation and flexibility.

Learn more about GenetiQ Cloud →
GenetiQ_XLine_Primary
Formerly Intact Xline

Low cost solution for small businesses, hosted on your desktop or in the cloud.
More about GenetiQ Xline →
GenetiQ On-Premise Desktop Solution
Formerly Intact iQ

A feature-rich desktop ERP platform with flexibility and customisation at its core.
More about GenetiQ On-Premise →

Wondering which of our solutions would be best for your business?  Compare GenetiQ solutions →


Which business challenges are you trying to solve?
 

Stock and inventory management

Gain real-time visibility and control
across locations and product levels.

Related features:
 Warehouse management | Point of sale | Mobile access

 

Customisation and personalisation

Adapt GenetiQ around your workflows, roles
and business processes.

Related features:
 Workflow automation | Mobile access | CRM and marketing

 

Business intelligence and reporting

Turn live data into clearer decisions with
dashboards and flexible reporting.

Related features:
 BI and reporting | Financials and accounting

 

Sales and order management

Streamline quotes, orders and fulfilment
from counter to delivery.

Related features:
 Point of sale | CRM and marketing | Inventory management

 

Integration and connectivity

Connect your systems, streamline data,
and eliminate manual processes.

Related features:
 Workflow automation | Cliqx ecommerce | Clover payments

 

Financial management

Manage finances, control margins, and
ensure accuracy with confidence.

Related features:
 Financials and accounting | BI and reporting

Explore all business challenges
See how connected ERP can help improve operations →

Talk to an expert
Get personalised guidance for your business →

genetiq-cloud-yellow-grey-background-4k
ERP migration

Changing ERP feels risky

You don't need convincing that a new ERP could help. You need confidence that the move will be worth it.

See what to expect
GenetiQ Laptop and iPad - Business Metrics-2000px (1)
Reduce migration risk
 
Protect your business data
 
Prepare your team
 

What is ERP migration?

ERP migration is the process of moving your business data and day-to-day operations from an existing system into a new ERP platform.

A well-managed migration happens in stages. Data is moved, tested and refined before go-live, giving your team time to identify issues and understand how the new system will work.

genetiq-connected-operations-workflow-brand-updated

What a well-managed ERP migration should give you

A structured migration gives your team more control over the change,
more confidence in the data and more time to resolve issues before go-live.

Confidence in the move

Know what’s happening, what comes next and what’s expected from your team throughout the project.

  
Continuity for your business

Test the processes your business relies on before go-live, including purchasing, stock control, sales and finance.

  
Trust in your data

Review your customers, products, stock, supplier records and pricing before the final migration takes place.

  
A team that’s ready

Give users time to work with familiar data and build confidence in the new system before the switch.

  
Problems found earlier

Use data cuts, testing and project reviews to identify issues while there’s still time to resolve them.

  
Confidence for the future

Go-live is the start of the next phase, with a system and team in place to support your business as it evolves. 

  
Data migration

What data should you migrate to a new ERP?

The exact data you move will depend on your business, your current system and what you need to retain after go-live. For most merchants, wholesalers and distributors, the starting point is the information your teams rely on every day.

Top tip: More data is not always better.
A migration is also an opportunity to decide what is still useful, clean up outdated
information and avoid carrying unnecessary data into the new system.

 

Customer data

Customer records, contacts, account details, pricing and credit information.
Product and stock data

Products, SKUs, stock levels, locations, categories and related product information.
Supplier data

Supplier records, purchasing information and other details needed for day-to-day operations.
Financial information

Relevant account, balance and transaction data needed to support continuity after go-live.
Open transactions

Outstanding sales orders, purchase orders and other live transactions that still need to be completed.
Historical data

The amount of history you migrate should be agreed as part of the project rather than assuming everything needs to move.
Data preparation

How should you prepare your data for ERP migration?

Good preparation makes the migration process smoother and gives your team more confidence in the information moving into the new system.

The important point is that data preparation is not about making everything perfect before the project starts. Early migration cuts are designed to uncover gaps, duplicates and inconsistencies so they can be reviewed and improved before go-live.

Top tip: 
Before migration begins, review the data you use today and
decide what should be kept, cleaned, updated or left behind.

Remove duplicate records

Identify duplicate customers, suppliers, products and other records that could create confusion in the new system.
Update outdated information

Review inactive accounts, old contacts, discontinued products and information that is no longer relevant.
Standardise your data

Make sure key fields, naming conventions and formats are used consistently across the business.
Check critical information

Pay particular attention to data that affects day-to-day operations, including stock, pricing, supplier details and customer accounts.
Agree what needs to move

Not every piece of historic information needs to be migrated. Decide what your teams genuinely need access to after go-live.
Assign data owners

Make sure the right people are responsible for reviewing and approving different areas of business data.

How long does an ERP migration take?

There isn’t one fixed ERP migration timeline. The time needed depends on the size and complexity of your business, the condition of your data, the number of integrations involved and how much internal resource is available.

A more complex business with multiple branches, large data volumes or specialist workflows will usually need more time for preparation, testing and refinement before go-live.

What can affect the timeline?

Amount of data

The more customer, product, supplier and historic data you need to review and migrate, the more preparation may be required.
Data quality

Duplicates, outdated records and inconsistent information can add extra review and cleansing work.
Business complexity

Multiple branches, warehouses, entities or specialist processes can increase the amount of testing needed.
Integrations

Connections to ecommerce, EDI, finance, payments or other third-party systems need to be planned and tested carefully.
Internal resource

Projects move more smoothly when the right people are available to review data, answer questions and test real-world scenarios.
Training and readiness

Your team needs enough time to become comfortable with the new system before go-live.

What are the biggest risks in an ERP migration?

ERP migration always involves change, but most risks become much easier to manage when they are identified early and tested before go-live.

Poor data quality

Outdated, duplicated or inconsistent data can create problems if it is moved into the new system without review.
Unclear ownership

Projects can slow down when it is not clear who is responsible for decisions, data checks or process sign-off.
Insufficient testing

If key workflows are not tested with real business scenarios, important issues may only appear when the new system is live.
Recreating old problems

A new ERP should not simply reproduce inefficient workarounds from the old system.
Limited user involvement

People are more likely to feel confident at go-live when they have had time to work with the new system and understand what is changing.
Leaving issues too late

Regular reviews, data cuts and checkpoints give your team time to resolve problems before they become business critical. 

Who is responsible
for ERP migration?

ERP migration works best as a shared responsibility
between your ERP partner and your internal team.

Your ERP partner brings the migration process, technical expertise and implementation structure. Your team brings the business knowledge needed to decide what data is correct, what processes matter and what needs to change.

The strongest migrations are collaborative.

Your implementation team should guide the process, but the people who understand your customers, stock, suppliers, pricing and workflows need to be involved throughout.

Your ERP partner
  • Provides migration templates and guidance
  • Imports and tests data cuts
  • Helps troubleshoot issues
  • Advises on system structure
  • Supports project and go-live readiness
Your internal team
  • Identifies the data that matters
  • Reviews and validates information
  • Answers business-process questions
  • Tests real-world scenarios
  • Makes decisions about what should stay, change or improve
Migrating to GenetiQ

A more confident way
to implement ERP

What you can expect during the implementation process with GenetiQ:
We start with your business

Before we talk about systems, we take time to understand how your business works today, what needs to change and what you want to achieve.

  
Work with real data early

Seeing your own customers, products, suppliers, stock and pricing in GenetiQ helps make the project more tangible and highlights issues earlier.

  
Test the processes that matter

Key workflows can be reviewed before go-live, helping your team build confidence that the new system supports the way your business operates.

  
Improve, not just replace

ERP migration is an opportunity to question old workarounds and inefficient processes rather than simply recreating them in a new system.

  
A shared journey

We bring ERP and implementation expertise. You bring the business knowledge. Together, we can decide what should stay, what should change and what needs improving.

  
Support through go-live and beyond

Your implementation team supports you through the move to GenetiQ, with ongoing support available once the system is live.

  
Download your ERP Migration Guide

Planning a move to a new ERP?

Our practical ERP migration guide explains what to expect from the migration process, how data cuts work, what your team will need to prepare and how to build confidence before go-live.

Inside the guide

  • The six stages of an ERP migration
  • How data cuts help reduce risk
  • What to expect during review and testing
  • How responsibilities are shared
  • Practical preparation before go-live
  • Questions to ask during implementation

ERP Migration Guide

 

What our customers value during implementation

“Throughout the process they have been very transparent and professional, with no pressure to make a decision or hit artificial deadlines. Their implementation programme was on a different level to what others were able to offer, which gave us confidence we’d have the right team in place.”
Champion Timber
Glen Murphy, Operations DirectorChampion Timber

“Our initial, close work with our consultant really helped us to understand our business needs better. With them on-site, we could give feedback as they built the system, making it more suited to our requirements. We also involved all our staff in testing which ensured a smooth transition and led to minimal changes afterwards. Overall, it was a great experience from start to finish.”

 

STS Tilling Suppliers
Sam Herd, IT ManagerSpecialist Tiling Supplies (STS)
"We had our own personal account manager who communicated with us nearly every day. They were able to test and by the time we went live, people were ready for it. It was a very smooth transition.”
IFM Limited
Niall TaaffeIFM Limited

Build on what makes your business successful

Changing ERP should not mean changing everything that already works.

Keep the knowledge, relationships and processes that give your business an advantage,
while improving the areas that create unnecessary work or hold you back.

Online demo
Talk to our ERP experts

ERP migration FAQs

What is ERP migration? ERP migration is the process of moving business data, users and operational information from an existing system into a new ERP platform. A well-managed migration usually happens in stages so data can be reviewed, tested and refined before go-live. 
How long does an ERP migration take?

There is no single fixed timeframe. The length of a migration depends on factors such as business size, data quality, number of locations, integrations, process complexity, training needs and the internal resource available to support the project.
What data should be migrated to a new ERP?

Typical migration data can include customer records, product and stock information, suppliers, pricing, financial information, open transactions and selected historical data. The exact scope should be agreed as part of the project. 
What is a data cut?

A data cut is a version of your business data imported into the new ERP during implementation. Multiple data cuts allow your team to review information, test processes and improve data quality before the final migration.
Do you need to migrate all historical data?

Not necessarily. The right approach depends on what your business needs to retain, report on and access after go-live. Some information may need to move into the new ERP, while other data may be retained separately.
How can ERP migration risk be reduced? Risk can be reduced by preparing data early, assigning clear ownership, testing real business scenarios, using staged data cuts and resolving issues before the system becomes business critical. 
Who is responsible for ERP migration?

ERP migration is usually a shared responsibility. Your ERP partner provides the migration process, tools and expertise, while your internal team validates data, explains business processes and makes decisions about what should move or change.
How should you prepare your team for a new ERP? Involve users early, give them opportunities to work with familiar business data, test realistic scenarios and make sure they understand how their day-to-day processes will change before go-live.
What happens at ERP go-live? Go-live is the point where the final agreed data is transferred and the business begins operating in the new ERP. Preparation, testing and previous migration cuts are designed to make this transition as controlled as possible. 
Is ERP migration just a data project?

No. Data is a major part of migration, but the project also involves processes, people, testing, training and decisions about how the business should operate in the new system.