# Infor M3 Cloud Migration Readiness Assessment > Source: https://netray.co/tools/infor-m3-cloud-migration-readiness-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Ten questions to gauge how ready an on-prem M3 estate is for a move to Infor CloudSuite, with prioritized next steps. ## Category infor-cloudsuite ## Erp Infor M3 ## Audience - M3 consultant - IT director - ERP project manager ## Tool **Kind:** assessment **Questions:** #### How are your M3 customizations documented? **Help:** Includes Smart Office scripts, H5 scripts, extensions, custom reports and modified data. **Options:** ##### No inventory exists **Score:** 0 ##### Partial lists held by individuals **Score:** 1 ##### Inventory exists but is out of date **Score:** 2 ##### Current inventory with owner and purpose for each item **Score:** 3 #### How do your customizations fit cloud extension options? **Options:** ##### Unknown **Score:** 0 ##### Many rely on direct database access or server changes **Score:** 1 ##### Mixed, with some mapped to supported extension methods **Score:** 2 ##### Mostly built on supported scripts, extensions and APIs **Score:** 3 #### How are your integrations built? **Options:** ##### Unknown or undocumented **Score:** 0 ##### Mainly direct database reads and file drops **Score:** 1 ##### Mix of APIs, MEC and legacy methods **Score:** 2 ##### Documented, API or ION based with monitoring **Score:** 3 #### How current is your M3 release? **Options:** ##### Several versions behind or out of support **Score:** 0 ##### Supported but not recent **Score:** 1 ##### Recent release **Score:** 2 ##### On or near the latest release with a regular update habit **Score:** 3 #### How good is your master data? **Options:** ##### Many duplicates and obsolete records **Score:** 0 ##### Known issues, no cleansing plan **Score:** 1 ##### Cleansing underway **Score:** 2 ##### Governed, with owners and regular clean-up **Score:** 3 #### How do you handle reporting today? **Options:** ##### Direct queries on the production database **Score:** 0 ##### Mixed direct queries and extracts **Score:** 1 ##### Mostly extracts to a reporting store **Score:** 2 ##### Reporting through supported data services with documented definitions **Score:** 3 #### Do you have a test strategy and test data? **Options:** ##### No formal tests **Score:** 0 ##### Ad hoc testing by key users **Score:** 1 ##### Test scripts for main processes **Score:** 2 ##### Scripted regression tests with owners and repeatable data **Score:** 3 #### How available are business and technical owners for the project? **Options:** ##### Not allocated **Score:** 0 ##### Allocated part-time alongside full jobs **Score:** 1 ##### Named owners with some backfill **Score:** 2 ##### Named owners with protected time and executive sponsor **Score:** 3 #### How do you manage security and roles? **Options:** ##### Many shared or broad-access users **Score:** 0 ##### Roles exist but are inconsistent **Score:** 1 ##### Role based with periodic review **Score:** 2 ##### Role based, reviewed, with single sign-on in place **Score:** 3 #### How clear is the business case for the move? **Options:** ##### No case written **Score:** 0 ##### Driven by end of support only **Score:** 1 ##### Cost and risk case drafted **Score:** 2 ##### Approved case with cost, benefits and scope boundaries **Score:** 3 **Bands:** #### Not ready: assess first **Min:** 0 **Max:** 34 **Verdict:** Large unknowns in customizations, integrations or ownership make cost and timeline unreliable. **Recommendations:** - Build a complete inventory of customizations and integrations - Name an owner and executive sponsor - Run a short fit and gap study before committing to dates #### Partly ready: close key gaps **Min:** 35 **Max:** 59 **Verdict:** You have a base but several areas will cause surprises during migration. **Recommendations:** - Rank customizations by business value and rewrite or retire the weak ones - Move direct database integrations to supported APIs - Start master data cleansing now #### Mostly ready: plan and rehearse **Min:** 60 **Max:** 79 **Verdict:** Good foundations. Focus on testing, cutover rehearsals and change management. **Recommendations:** - Script regression tests for core processes - Rehearse data migration at least twice - Confirm roles and single sign-on design #### Ready to proceed **Min:** 80 **Max:** 100 **Verdict:** You are well prepared. Keep governance tight and protect owner time through cutover. **Recommendations:** - Lock scope and a change freeze window - Agree a go-live decision checklist - Plan hypercare and a rollback position ## Content **Intro:** Moving an on-premises Infor M3 estate to CloudSuite is mostly about what surrounds the ERP: customizations, integrations, reports and the people who own them. This assessment scores ten areas so you can see where the risk sits before you plan dates. **Sections:** #### How to use the assessment **Body:** Answer each question for your current environment, not the plan. Involve an IT owner and a business owner so the answers are honest. The score is a percentage of the maximum, and the band tells you whether to assess further, close gaps, rehearse or proceed. Re-run it after each remediation phase to track progress. #### What the questions measure **Body:** The questions cover five themes: customizations and their fit with supported extension methods, integrations and how they connect, data quality and reporting, testing and ownership, and governance. These are the areas that most often change cost and schedule in an M3 cloud move, more than the standard functionality itself. **Bullets:** - Customizations: inventory and technical fit - Integrations: APIs, MEC, ION and file exchange - Data: cleansing and reporting dependency - People: owners, test capacity, sponsor #### Common mistakes **Body:** Treating the move as a lift and shift is the biggest mistake. Scripts or reports that touch the database directly may need redesign. Another is leaving reporting until late: users judge the new system by whether their reports exist. Finally, underestimating test effort leads to rushed cutovers. Use this score as a conversation starter, not a verdict. **Cta:** If your score points to customization or integration risk, we can help inventory them and see where automation or agents can speed the review. **Faq:** #### Is this a vendor sizing tool? **Answer:** No. It is an independent self-check of your readiness. It does not size licenses or price a subscription. Use your Infor representative or partner for commercial sizing. #### What is the biggest risk in an M3 cloud move? **Answer:** Usually the unknown: undocumented customizations and integrations, especially those relying on direct database access. Inventory them early and decide which to keep, rebuild or retire. #### Should we upgrade before moving? **Answer:** It depends on your release and the migration path your partner proposes. Compare an upgrade-then-move plan with a direct move and decide based on risk, cost and the customizations involved. #### How long does a cloud migration take? **Answer:** It varies widely with size, customization and data. Smaller estates can take a few months, while complex multi-company estates take longer. Use a fit and gap study to get a reliable range for your own case. ## Search terms m3 cloud migration, infor m3 to cloudsuite, m3 multi tenant readiness, m3 upgrade assessment, m3 customization assessment, infor m3 cloud checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json