ERP Migration & SelectionFree worksheetPDF, Excel, Word exportIFS

ERP Data Migration Load Planner Worksheet (IFS, QAD, Plex)

Data migration is the part of an ERP project most likely to overrun. This worksheet lists each object with its owner, cleansing progress and an estimated load time, so you can plan trial loads and the cutover window with numbers.

Download:

Data object	Source system	Business owner	Load wave	Records	Cleansed (%) (%)	Load speed (records per minute)	Load time (minutes)	Records to clean
							46.3 min	5,550
							7.7 min	345
							4.7 min	280
							12.8 min	1,280
							70 min	4,200
							4.3 min	213

Total records

68,250

Total load time

145.6 min

Records still to clean

11,868

Total load time in hours

2 hrs

Share of records still to clean

17.4%

Measure load speed in a trial load rather than guessing, since it depends on the load method, validations and environment. Load speed per object usually drops when business rules and custom validations are switched on. Load time here assumes sequential loads; parallel loads change the picture.

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How to use it

Add a row per data object, such as parts, customers, suppliers, bills of material, open orders and stock balances. Enter the number of records from the source system, the percentage already cleansed and a load speed in records per minute from a trial load. The sheet then calculates load time and the number of records still to clean. Assign a wave to each object so that dependencies are respected: master data must load before transactions that refer to it.

Choosing waves and sequence

Wave 1 is master data, because everything else refers to it. Wave 2 covers open transactions such as purchase and shop orders. Wave 3 loads balances, including stock and the general ledger, which need reconciliation immediately. Wave 4 is history, which is often loaded later or archived instead of migrated. Keep the sequence consistent between trial loads and final cutover, so timings are comparable.

Reading the totals

Total load time shows whether the cutover fits in your window, for example a weekend. If it does not, consider parallel loads, migrating fewer records, or loading history after go-live. The share of records still to clean shows where cleansing effort should go. A large remaining volume in objects with slow load speeds is a double risk, because late fixes mean a long reload.

Common mistakes

Estimating load speed from a small sample makes totals look better than reality. Teams also forget reconciliation time, which can match or exceed load time for balances. Another trap is cleaning data in the source after the extract has been taken, so the cleansed version is never the one that gets loaded. Fix data at the source and re-extract.

Frequently Asked Questions

Is this specific to IFS?

No. The objects and approach apply to any ERP, including QAD and Plex. The IFS name in the title reflects the search audience, and you can rename columns and objects to match your own system.

How do I get load speed?

Run a trial load of a representative sample with business rules and validations switched on, then divide records loaded by elapsed minutes. Repeat on a full-size trial to confirm.

Should history be migrated?

Often only a limited period is migrated, and older history is archived in a read-only store. Decide based on reporting, warranty and legal retention needs, not on convenience.

How much cleansing is enough?

Aim for full cleansing of anything that will be used from day one, such as active parts, customers and open orders. Inactive records can be excluded rather than cleaned.

If you want a second opinion on your load plan or help with reconciliation, we can review it with you.

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