Transitioning from one enterprise resource planning software to another can be intimidating. It should be planned strategically and strategically executed to minimize stress and time as well as cost. Sage X3 is an intelligent and powerful solution that will provide industry depth. Other products often require third party add-ons which are undesirable. Sage X3 allows for new technologies and capabilities that are much sought after solutions.
To prepare for a successful project, use these 5 steps for your migration.
Reorganise and review master data files.
Transitioning to Sage X3 will allow the opportunity to cleanse, redesign, and review data to make certain that you have the accuracy that is necessary for maintaining data integrity. Because Sage X3 is based on the principles of dimensional accounting and not General Ledger Account Segment values which are predefined, it’s the perfect time to look at the structure of your preexisting COA’s, segment requirements for financial reporting and transactional support, and natural accounts. It’s the perfect time to clean up your data. Doing it now before moving it over will keep you from later wasting time on bad data.
Review key company reports and dashboards.
Do you know what reports are the most important ones to your company? Gather up all of the key performance indicators, executive power points, critical analytics, and manual reports. Now, think about having them automated using Sage X3’s reporting tools and dashboards.
Document events and workflows.
Sage X3 comes with diagrams that can be used to illustrate a company’s op trans workflow. The visual process flow diagrams can show you everything from transactional entries as well as simple Masterfile maintenance. Sage X3 will even show you reporting and inquiries. The VPF’s (visual process flows) are also able to mimic workflows that are specific to your organization. The diagrams available to you can be used as a tool to help guide the user through the solution of X3 as well as their workflow tasks.
User profiles, roles, and responsibilities.
What will your users need? Will they require only data collection or are they going to need full access or operational only? Sage X3 is available in tiered license pricing that is based on the type of user. Due to security rights and permissions, it’s critical that you are able to define user profiles and roles. To better figure out which license type to acquire; knowing how your team uses the software will be helpful. If you’re still unclear which license is the best one for your team then asking a Sage business partner for guidance is always an option.
Learning about Sage X3
Sage always offers a great business care plan that includes training with Sage. Inside of Sage sites, you will find such things as Sage X3 Knowledge base, Sage University, and Sage City. All of these areas carry valuable content. The tools and information on the sites vary. You can view Lunch & Learn webinars as well as other pre-recorded training sessions. There are also user guides and more at your disposal. Sage X3 makes it easy to maximize your investment into the program.
These steps will help you in preparing your company as you plan for your migration so that you can execute a successful transition.
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Written by Ray Amoah – Sage X3 ERP Partner https://www.linkedin.com/in/raymondamoah/