Digital Transformation · 5 min read
ERP Migration Parallel-Run Checklist
Reconciliation checkpoints, chart-of-accounts mapping, and rollback criteria — so financial close survives cutover.
Big-bang ERP cutovers are how closes slip. Parallel run until finance signs.
Supports ERP integration with lessons from Cornerstone and Internet Brands.
Checklist
Chart-of-accounts map signed; historical load waves; dual-run period defined; reconciliation reports owned; rollback criteria; integration error owners; training for exception paths; change freeze around close.
Exit criteria
Variance under agreed tolerance for two consecutive closes. Then retire legacy paths deliberately.
Related reading
Parallel run and reconciliation
Never cut over financial close on hope. Map chart of accounts, load history in waves, reconcile until finance signs, then retire legacy paths. Error queues need human owners.
Pair ERP work with Salesforce consulting when pipeline and cash must tell one story — as in Cornerstone and Internet Brands.
When you are ready to apply this on your stack, schedule a consultation with Foundation5 — we stay accountable to named business outcomes, not tool checklists.
Related reading
Digital Transformation · 5 min read
Legacy Migration Without Rip-and-Replace
Digital transformation need not burn the stack. Sequence legacy migration, integration, and process so change serves growth — without a big-bang rewrite.
Digital Transformation · 5 min read
CRM and ERP: One Source of Truth
When finance and sales disagree on customer and product — how to pick systems of record before integration theater.
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Schedule a consultation to discuss erp integration consulting for your team.