The endeavor to transition from a legacy ERP system to the advanced ERP CEE presented a multifaceted challenge. The legacy system was powered by InterSystems Caché, a high-performance database, while the CRM data resided in a MariaDB environment. The project’s critical path involved extracting and merging data from these disparate sources before funneling the unified data set into the new ERP system, CEE. A key component of this migration was the consolidation of data, which required the development of a bespoke tool to identify and merge duplicate customer and supplier records, thereby ensuring data integrity in the new ERP system.
Initial Assessment and Planning: The project began with a thorough assessment of the existing data structures in both the legacy ERP and the CRM system. Understanding these systems allowed for a detailed migration plan that would ensure data integrity and continuity of business operations during the transition.
Designing the Extraction Process: Custom extraction procedures were developed for both InterSystems Caché and MariaDB. Given the complex and high-volume nature of the data, these procedures were meticulously tested to guarantee complete and accurate data retrieval.
Developing the Consolidation Tool: To address the challenge of duplicated records, a specialized data consolidation tool was created. This tool applied a series of algorithms to identify duplicate customer and supplier entries, based on a set of predefined matching criteria. Once identified, the tool employed a merging process that unified duplicates, preserving essential data and discarding redundancies.
Data Cleansing and Transformation: With the raw data extracted, the next phase involved data cleansing and transformation. This process standardized the disparate data sets into a cohesive format suitable for the CEE ERP system, ensuring uniformity across all data points.
Data Loading into ERP CEE: The final step was the loading of the cleansed and consolidated data into ERP CEE. This process was conducted in stages to maintain data integrity, with continuous validation checks to ensure accuracy.
Testing, Validation, and Quality Assurance: Rigorous testing was conducted throughout the project. Post-migration validation processes confirmed that all data within the new ERP CEE system was accurate, complete, and free of duplicates. Quality assurance was maintained through a comprehensive review of system outputs and user feedback.
Training and Documentation: To facilitate a smooth transition, extensive training sessions were held for the users of the new ERP system. Additionally, detailed documentation on the migration process, including the operation of the data consolidation tool, was provided to the IT staff to equip them with the necessary knowledge to maintain the new system.
The project culminated in a seamless transition to the ERP CEE system, with the added benefit of a cleaner, more reliable database free from redundant entries. The new system offered a holistic view of the company’s operations, enhanced data accuracy, and improved overall business efficiency.
This migration project was not only a technical triumph but also an exercise in precision data management, showcasing my ability to orchestrate complex data migrations and custom tool development. The successful outcome highlighted the importance of detailed planning, in-depth knowledge of database technologies, and a commitment to data quality in ensuring the success of such critical IT projects.