Problem Statement

The client’s legacy ERP environment contained years of inconsistent, duplicate, and incomplete master data. Product records, supplier information, inventory data, and operational records were stored in different formats across multiple systems. Before migrating to Microsoft Dynamics 365, the client needed to cleanse, standardize, map, and validate business-critical data to avoid migration failures, reporting gaps, and operational disruption after go-live. The ERP migration page highlights similar needs around legacy ERP modernization, master data cleansing, ERP-to-ERP migration, validation, reconciliation, and governance.

Key Challenges

• Outdated Legacy ERP

  The existing ERP could not support modern workflows, real-time reporting, or scalable manufacturing operations.

• Inconsistent Product & BOM Data

  Product codes, BOM structures, units of measure, and material classifications were inconsistent across systems.

• Duplicate Supplier Records

  Supplier data included duplicate entries, incomplete tax details, outdated contact information, and inconsistent naming formats.

• Inventory Data Gaps

  Warehouse, raw material, and finished goods inventory records had mismatches between physical stock and system data.

• Complex Data Mapping

  Legacy data fields did not directly align with Microsoft Dynamics 365 data structures and business processes.

• Go-Live Risk

  Without proper validation, the client faced the risk of failed imports, inaccurate reports, and production planning disruption.

Solution Implemented

• ERP Data Assessment: Analyzed legacy ERP, spreadsheets, and custom applications to identify data gaps, dependencies, and migration risks.

• Master Data Cleansing: Cleaned and standardized product, supplier, inventory, BOM, and operational master data before migration.

• BOM & Product Structuring: Reorganized product hierarchies, material groups, units of measure, and BOM relationships for Dynamics 365 readiness.

• Supplier Data Standardization: Consolidated duplicate supplier records and standardized vendor names, addresses, tax details, and payment terms.

• Dynamics 365 Data Mapping: Mapped legacy ERP fields to Microsoft Dynamics 365 modules, workflows, and target data structures.

• Validation & Reconciliation: Conducted migration testing, record-level validation, reconciliation checks, and exception reporting before go-live.

• Governance Rules Setup: Defined data ownership, approval workflows, standard naming rules, and validation checks for long-term data quality.

Business Impact

• 96% Data Accuracy Achieved

  Cleansed and validated master data improved ERP usability and reporting confidence.

• 78% Reduction in Duplicate Supplier Records

  Supplier consolidation improved procurement accuracy and vendor management.

• 42% Faster Inventory Reconciliation

  Standardized inventory data reduced manual reconciliation effort across warehouses.

• 65% Reduction in Migration Exceptions

  Structured data mapping and pre-migration validation minimized import issues.

• 35% Improvement in Production Planning Visibility

  Accurate BOM, product, and inventory data helped improve planning and material availability insights.

• 30% Faster ERP Go-Live Preparation

  Clean, migration-ready datasets helped accelerate testing and final deployment readiness.