# Exact Globe to Exact Online: Are You Ready to Move?

> Source: https://netray.co/tools/exact-globe-to-exact-online-assessment
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Ten questions that rate how ready an Exact Globe installation is to move to Exact Online, covering customization, manufacturing scope and integrations.

## Category

erp-migration

## Erp

Exact Globe

## Industry

Discrete Manufacturing

## Region

Netherlands, Belgium, Europe

## Audience

- Finance director
- IT manager
- Controller

## Tool

**Kind:** assessment

**Questions:**

#### How much of your Exact Globe system relies on custom reports, SQL views or direct database access?

**Help:** Direct database reporting does not carry over to a cloud product, so it must be rebuilt through the API or exports.

**Options:**

##### Standard reports only

**Score:** 10

##### A few custom reports

**Score:** 7

##### Many reports and views read the database directly

**Score:** 3

##### Core operations depend on custom SQL

**Score:** 0

#### Which manufacturing functions do you use?

**Options:**

##### Trading and light assembly only

**Score:** 10

##### Bills of material and production orders

**Score:** 7

##### Routings, capacity planning and shop floor reporting

**Score:** 3

##### Complex production with batch, serial and subcontracting needs

**Score:** 1

#### How many third party systems connect to Exact Globe?

**Options:**

##### 0 to 2

**Score:** 10

##### 3 to 6

**Score:** 7

##### 7 to 12

**Score:** 3

##### More than 12 or undocumented

**Score:** 0

#### How many legal entities and currencies do you run?

**Options:**

##### One entity, one currency

**Score:** 10

##### A few entities, mostly euro

**Score:** 7

##### Several entities with foreign currency

**Score:** 4

##### Many entities with consolidation and intercompany

**Score:** 2

#### How clean is your item, customer and supplier data?

**Options:**

##### Recently cleaned, few duplicates

**Score:** 10

##### Some duplicates and inactive records

**Score:** 6

##### Many duplicates and inconsistent coding

**Score:** 2

##### Never reviewed

**Score:** 0

#### How much historical transaction data do you need online?

**Options:**

##### Opening balances and open items

**Score:** 10

##### Current and previous fiscal year

**Score:** 7

##### Three or more years

**Score:** 3

##### All history since go live of Globe

**Score:** 1

#### Does your IT policy and customer base allow production data in a public cloud?

**Options:**

##### Yes, no restrictions

**Score:** 10

##### Yes, with a data processing agreement and EU hosting

**Score:** 8

##### Some customers or contracts raise concerns

**Score:** 4

##### No, data must stay on premises

**Score:** 0

#### How comfortable are your users with changing screens and workflows?

**Options:**

##### Open to change and trained on cloud tools

**Score:** 10

##### Mixed, some resistance

**Score:** 6

##### Strong preference for current screens

**Score:** 3

##### Heavy use of custom shortcuts and macros

**Score:** 1

#### Have you compared Exact Online with other options for your manufacturing needs?

**Options:**

##### Yes, with a written gap list

**Score:** 10

##### Informal demo only

**Score:** 6

##### Relying on the vendor's recommendation

**Score:** 3

##### No comparison done

**Score:** 0

#### Do you have a project owner and an implementation partner with cloud migration experience?

**Options:**

##### Both in place

**Score:** 10

##### Partner yes, owner not named

**Score:** 6

##### Owner yes, partner not selected

**Score:** 5

##### Neither

**Score:** 0

**Bands:**

#### Not ready, rethink the target

**Min:** 0

**Max:** 39

**Verdict:** Your usage of Globe is deeper than Exact Online typically covers. Compare other manufacturing capable ERPs before committing.

**Recommendations:**

- List the manufacturing and reporting functions you cannot lose.
- Check each against Exact Online standard and marketplace apps.
- Consider whether a manufacturing focused ERP is a better fit.

#### Possible with significant preparation

**Min:** 40

**Max:** 64

**Verdict:** A move can work, but custom reporting, integrations or data quality will need a dedicated workstream.

**Recommendations:**

- Rebuild direct database reports as API based or exported reports.
- Re-point each integration to the Exact Online API and test it.
- Clean the master data before any trial migration.

#### Good candidate

**Min:** 65

**Max:** 84

**Verdict:** Your usage fits a cloud model. Plan integrations, history scope and training carefully.

**Recommendations:**

- Run a trial migration into a test division.
- Agree the history scope with your accountant.
- Schedule user training before cutover.

#### Ready to move

**Min:** 85

**Max:** 100

**Verdict:** Your profile is a straightforward fit. Keep the scope tight and avoid recreating old customizations.

**Recommendations:**

- Pick a cutover date at a month or year boundary.
- Use the move to simplify item and account structures.

## Content

**Intro:** Moving from the on-premises Exact Globe to the cloud product Exact Online is not an upgrade. It is a change of platform, with different customization options, reporting and integration methods. This assessment shows how ready you are.

**Sections:**

#### How to use this assessment

**Body:** Answer for the way Globe is used today. Ask your finance team and your IT contact together, since finance knows reporting dependence and IT knows integrations. The score is a percentage of the maximum, and the bands tell you whether to proceed, prepare or compare alternatives. Export the PDF for your steering group and revisit after your first trial migration.

#### What changes when you leave on-premises Globe

**Body:** On premises, teams often read the SQL Server database directly for reports and integrations. In a cloud product, that access is replaced by the Exact Online REST API with OAuth authentication and rate limits, plus standard reports and exports. Customizations built around database triggers or direct writes cannot move as they are and need redesign.

**Bullets:**

- Direct SQL reports become API or export based reports
- Integrations must be re-pointed and re-tested
- Customization options differ, so process changes are likely
- Manufacturing depth should be checked function by function

#### Reading the result

**Body:** A low score usually points to manufacturing depth or heavy database dependence, not a flaw in either product. If your production needs go beyond bills of material and simple production orders, test the specific scenarios in a trial environment before you commit. A high score means the move is mostly a data and training exercise.

#### Common mistakes

**Body:** Teams often assume the cloud version is a like for like replacement and discover missing functions late. Others migrate years of history that nobody uses. A third error is forgetting that every integrated system, from payroll to the web shop, needs its connection reworked. List all integrations before you sign.

**Cta:** If you need help inventorying Globe reports and integrations, or want to test API based replacements, Netray can assist as an optional extra. The assessment works fine on its own.

**Faq:**

#### Is this assessment from Exact?

**Answer:** No. It is an independent readiness check. It is not endorsed by Exact, and your Exact partner should validate any plan against current product capabilities and licensing.

#### Can I migrate my Globe data directly into Exact Online?

**Answer:** Migration is usually done by extracting data, transforming it and loading it, often with partner tools. Plan trial loads and reconcile balances at each step. Exact and partners offer specific conversion approaches, so ask what applies to your version.

#### Does Exact Online support manufacturing?

**Answer:** It offers manufacturing functions suited to many small and mid-sized producers, and partners add more. Test your own scenarios, such as multi level bills of material or subcontracting, before deciding.

#### What happens to my custom Globe reports?

**Answer:** They generally need to be rebuilt using standard reports, exports or API based reporting tools. List them, check which were used in the last year, and rebuild only those.

## Search terms

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