ERP Migration & SelectionFree worksheetPDF, Excel, Word exportInfor VISUAL

Infor VISUAL to CloudSuite Industrial Data Cleanup Worksheet

Migrations stall on dirty data far more often than on technology. This worksheet turns a vague cleanup promise into numbers by object: how many records exist, how many you can leave behind, how many need fixing and who owns the work.

Download:
Data objectData ownerTotal recordsInactive or obsoleteRecords with errorsMinutes per fixRecords to migrateCleanup effortStatus
12,200
48 hrs
1,400
12 hrs
830
6 hrs
3,300
41 hrs
430
3 hrs
380
2 hrs
Total records
27,860
Records to migrate
18,540
Total cleanup hours
111 hrs
Share of records migrating
66.5%
Cleanup effort in working days
16 days

Counts are examples. Replace them with real counts from your VISUAL database and agree with each data owner what counts as an error.

Data readiness review

An optional conversation about profiling and cleaning ERP data ahead of a migration.

Optional. The tool and every export work without this. No spam.

How to use it

List each master and open transaction object. Run counts from your VISUAL database or reports, then ask the owner to define inactive and error. Estimate minutes per fix from a small sample, not a guess. The sheet computes records to migrate and total effort so you can see which object drives the plan.

  • Count open orders separately from history
  • Sample 50 records before estimating minutes per fix
  • Get the data owner to confirm every row

Reading the result

Cleanup effort equals records with errors times minutes per fix, divided by 60. The working days figure assumes seven productive hours per day for one person, so divide by your team size for calendar time. The migrating share shows how much archiving removes. A low share often means the cutoff for inactive is too strict or your history is large.

Common mistakes

Teams underestimate bills of material and routings because errors need engineering judgement. They also forget that cleaning data in the old system must be repeated if records keep changing during the project. Plan a freeze or a delta approach.

  • Treating all fixes as equal effort
  • No sign-off on what is inactive
  • Cleaning data that changes again before cutover

Frequently Asked Questions

What counts as inactive?

That is a business decision. Common rules are parts with no transactions in a set number of years, closed customers and vendors with no open documents. Write the rule down and get approval before archiving anything.

Is this specific to CloudSuite Industrial?

The layout suits any ERP migration. It is labelled for VISUAL to CloudSuite Industrial because the objects listed match what shops usually plan to bring across.

How accurate is the effort estimate?

As accurate as your minutes per fix. Sample real records, time the fixes and add a margin for review. Treat the result as a planning range, not a commitment.

Can I add more objects?

Yes. Add rows for routings, work centers, employees, price lists, tax codes or anything else your migration scope includes, then export the whole sheet to Excel.

We can help script the profiling queries that feed these counts, or review the plan with you. The worksheet itself is free and complete.

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