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7 Steps to Smooth ERP Data Migration Following Mergers and Acquisitions

When you’re acquiring or merging with another company, you know you have to merge your ERP systems to fully leverage your investment. The challenge can
seem daunting to IT folks who don’t handle data migration every day. We’ve done so many data mergers that Deltek often calls on us when they need additional
resources to handle a Vision ERP migration.

To help you better understand what’s needed to successfully merge data, here’s the somewhat unorthodox seven-step process we follow:

  1. Clean Parent Company Data. As soon as the merger or acquisition is announced, we get a jump start and make sure the lead company’s
    data is clean. That means eliminating duplications, fixing random errors and tidying up your key formats. It’s one less step we’ll have to do after
    the transaction, to help speed the process.

  2. Pick Best-of-Breed Business Processes. Once the transaction is complete, we look at core business rules and processes of both companies
    to see if there are differences that must be aligned. For professional service companies like architecture and engineering firms, core rules include
    project structure, master chart of accounts, time and expense categories, and code tables. If there are differences, we lay out the options and
    provide recommendations.

    For example, when we helped engineering firm Psomas integrate data following its merger with BonTerra Consulting, the companies had to choose between a single-company or mutli-company database structure, and whether to go with a Psomas’ Deltek Vision® on-premise ERP system or BonTerra’s Deltek First Vision Essentials cloud ERP system.

  3. Create a Cross-reference Map. Based on decisions made in Step 2, we map out a plan for how to make the necessary changes. This includes
    mapping key areas of Vision to form one cohesive structure. Recommended areas include chart of accounts, organizations, labor categories and labor

  4. Test Data Migration. We run a test merge so you can validate that the data is structured correctly and no details were lost. Typically
    some fine-tuning is involved at this stage, because no one can foresee all the nuances of the data.

  5. Go Live. Once we’ve made needed adjustments uncovered in the test, we repeat the migration and go live.
  6. Clean Up Duplications. Most consultants clean up the secondary company’s data at Step 2. But we’ve found it’s difficult to validate
    data in Step 5 if you eliminated some data. Original unique IDs may not be identifiable. Handling de-duping at the end doesn’t add any more time
    to the total process, it just shifts where in the process that time occurs.

To learn more about migrating your data as the result of a merger or acquisition, contact me at or 952-461-7400.

Additional Resources

Data Migration

Learn how we helped engineering firm Psomas capitalize on the synergies of its merger with BonTerra Consulting. Read News Release

About the Author: Jonathan Monroe

Jonathan is CCG’s Managing Consultant. He combines deep expertise in electronics and information systems with business acumen to help CCG clients match
their software to their business processes. Working day-to-day with clients, Jonathan has seen the pitfalls and best practices of implementing technology,
and shares those insights to help you get more out of your software.


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