ERP Migration: 5 Essentials for Finance Transformation
5 essentials for a seamless ERP migration in finance
An enterprise resource planning (ERP) system migration is an opportunity to transform your transactional finance functions. Choosing the right ERP platform for your organisation is essential, however, a successful migration depends on more than just the technology. It requires a focus on people, data, processes, collaboration, and operational continuity.
Here are our five top areas to prioritise when modernising your finance operations without disrupting essential services.
1. Build your expert delivery team
- Create a team of experienced individuals with proven track records who can use their knowledge of best-practice financial controls and efficiency benchmarks.
- They can use their expertise and knowledge of ERPs to embed new processes, such as workflow automation and self-service reporting, to ensure rapid adoption.
- Close collaboration between the delivery and systems integration teams is critical throughout the project.
2. Migrate your data securely and accurately
- Rigorously audit and prepare the data to be migrated. Cleanse key datasets of invalid and redundant records to safeguard their accuracy.
- Clean and accurate data will make the migration smoother, prevent future errors, and remove inefficiencies.
- Store and transfer data in secure databases to avoid corruption and test the migration paths as much as possible to ensure they work seamlessly when they go live.
3. Streamline your workflows and processes
- Migration is your chance to modernise, not replicate, streamline your approval processes, automate reconciliations and reduce manual data handling.
- Engage with your subject matter experts to help define new processes and incorporate their working knowledge with best practices.
- Use your new ERP’s native capabilities to optimise processes, minimise bespoke solutions, and make the most of your investment.
4. Communicate clearly and often
- Hold regular workshops with users to focus on how they can get the best out of your new ERP’s capabilities and features. Let your experts guide the sessions.
- Implement a clear, robust governance framework to ensure alignment across all stakeholders, with detailed documentation and formal sign-off for process changes and automation.
- Create detailed training programmes for your key teams so they can familiarise themselves with new processes to promote swift adoption and minimal operational disruption.
5. Protect the continuity of your business-as-usual services
- Create a dedicated implementation team to work alongside the service delivery and technical change teams to ensure seamless service continuity alongside project deliverables
- Build in backup plans and phased transitions to the project programme and use dual running, wherever feasible, to avoid disruption and service outages.
- Throughout the transition, make sure you have sufficient resources to maintain service levels, minimise backlogs and cover unexpected absences.
Redefine your transactional finance functions
Your ERP migration isn’t just an IT project – it’s a chance to reshape your financial service delivery for the better.
No matter which ERP platform you choose, Liberata brings unmatched expertise, proven reliability, and deep operational insight.
Case study: Rapid ERP migration with zero disruption
A major government department partnered with Liberata to migrate its transactional finance services to Workday Financial Management—in just four weeks. Despite limited documentation and challenging timelines, Liberata’s agile team delivered seamless transition and operational stability, exceeding performance benchmarks from day one.
Talk to us about your ERP migration goals
We partner with our customers to ensure their transactional finance services run seamlessly, effectively, and successfully in their new ERP platforms.
Find out how we can help you.
by Robert Jones, Service Delivery Director, Liberata
About: Robert has worked at Liberata for more than two decades. As Liberata’s Finance and Accounting Service Delivery Director, Robert leads a team of experts who transform our clients’ transactional services and perform Accounts Payable and Accounts Receivable services on their behalf.
