<img height="1" width="1" style="display:none;" alt="" src="https://px.ads.linkedin.com/collect/?pid=8778010&amp;fmt=gif">
Skip to content
Close
SEARCH
Book a personalized demo
Support
Book a personalized demo
Support

Explore how GenetiQ helps you solve your biggest business challenges:
 

Stock and inventory management →

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

Related features:
 Warehouse management | Point of sale

 

Customization and personalization →

Configure GenetiQ to match your workflows,
processes, and business needs.

Related features:
Workflow automation | CRM and marketing

 

Business intelligence & reporting →

Turn data into insights with powerful
dashboards and custom reports.

Related features:
 BI and reporting | Financials and accounting

 

Financial management for LBM →

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

Related features:
 Financials and accounting | BI and reporting

 

Sales and order management →

Streamline quotes, orders, and fulfillment
from counter to delivery.

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

 

Integration & connectivity →

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

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

Explore all capabilities
See the full list of GenetiQ ERP features and tools →

Talk to an expert
Get personalized guidance for your business →

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

A practical guide to ERP migration

Understand what a successful ERP migration takes, how to reduce the risks along the way, and how GenetiQ helps you move forward with confidence.

Explore the guide
genetiq-software-screen-stack-hero

What does ERP migration involve for an LBM business?

ERP migration is more than moving data. It means making sure the systems, information and day-to-day processes your teams rely on still work after the move. That includes customer and supplier records, products, pricing, inventory, financial data, reporting, integrations and the workflows behind sales, purchasing, credit and delivery.


The goal isn’t to recreate the old system. It’s to protect business continuity while removing unnecessary complexity and outdated workarounds.

Where does ERP migration risk come from?

Most migration problems don’t come from one big failure. They come from small gaps in data, processes, integrations and preparation that surface too late. 

Data risk
Incomplete, duplicated or poorly structured data can create problems after the move. 
Process risk
Important workflows may behave differently in a new system if they aren’t mapped and tested properly.
Integration risk
EDI, ecommerce, payments and other connected systems all need to be checked before go-live. 
People risk
Critical knowledge can sit with a small number of employees, making it easy to miss key requirements. 
Go-live risk
Issues found late are more disruptive than issues identified during preparation and testing. 

 

How long does ERP implementation really take

There isn’t one standard ERP migration timeline. The time involved will depend on factors such as the size and complexity of your business, number of locations, data requirements, integrations, testing and the availability of your internal team.

Migration timelines vary considerably. This guide to ERP implementation timelines explains the typical stages, what affects them and what businesses should plan for.

Read the guide for more insights  

 

 

How long does ERP implementation really take

 

What needs to move with you? 

A successful ERP migration is not just about transferring records. It is about identifying the data, connections and day-to-day processes your business cannot afford to lose, then making sure they are ready to work in the new system. 

Customer and supplier data

Accounts, contacts, credit information, terms and trading history that teams rely on every day. 
Products, pricing and inventory

Product records, pricing rules, inventory balances, locations and the information needed to keep buying and selling accurately. 
Financial information

Open balances, transactions, account structures and the financial data required for continuity and reporting. 
Integrations and connections

EDI, ecommerce, supplier, payment and other third-party connections that form part of your existing operating model.
Reporting and business intelligence

The reports, KPIs and operational information your teams use to make decisions and manage performance. 
Critical LBM workflows

The processes behind sales, purchasing, credit, inventory, branch operations and delivery need to be understood and tested before go-live.

What to expect during ERP migration

Jo Styles, Head of services
Preparing for a smooth ERP go-live
What to consider before go-live, including testing, preparation and making sure teams are ready. 

Simon Jones, Head of PMO programs
From project handover to go-live
An overview of the ERP implementation process and what businesses can expect at each stage.

Take the ERP migration guide with you

Planning an ERP migration means thinking through data, integrations, testing, internal resources and business continuity. Our practical guide brings the key considerations together in one place, so you can work through them with your team.

  • Plan your data
  • Prepare your team
  • Reduce migration risk

 

 

ERP Migration Guide

 

 

How do you know you're ready to go live?

Go-live should be a business decision, not just a date on the project plan.

Before switching over, make sure critical data has been validated, key workflows have been tested, integrations are working and teams know what they need to do from day one.

For a more detailed checklist, read

 

 

5. A smoother go-live starts long before go-live. (5)

 

When does staying with your current ERP become the bigger risk?

Changing ERP can feel disruptive, but staying with an established system can create its own risks when workarounds and limitations become part of everyday operations.

Common warning signs include

1
Heavy reliance on spreadsheets and manual rekeying
2
Key processes depend on a small number of experienced employees
3
Disconnected systems and duplicate data
4
Reporting takes too long or cannot be fully trusted
5
Integrations are difficult or expensive to maintain
6
Processes are becoming harder to scale across branches or locations

ERP migration FAQs

What data should be migrated to a new ERP?

Focus on the information your teams need to keep the business running, such as customer and supplier records, products, pricing, inventory, open transactions and relevant financial data. The exact scope should be agreed early rather than assuming every historical record needs to move. 
How much historical data should we migrate?

That depends on reporting, operational and compliance needs. Some businesses need several years of history available in the new ERP, while others keep older data accessible separately. The right answer is the minimum needed to support users, reporting and decision-making without adding unnecessary migration complexity. 
Who should be involved in an ERP migration?

The project should include people who understand the real processes behind sales, purchasing, inventory, finance, delivery and other critical workflows. Leadership, project owners and key users all have a role in validating that the new system is ready. 
What should be tested before ERP go-live?

Test real business scenarios using realistic data. For an LBM business, that should include areas such as pricing, stock, purchasing, credit, sales, delivery, reporting and integrations rather than relying only on generic system tests. 
How can you reduce the risk of ERP migration?

Reduce risk through early planning, clean data, clear ownership, realistic testing, integration checks, user preparation and resolving critical issues before go-live.