DATA YOU CAN TRUST: HOW EPICFORCE TECH ENSURES CLEAN, ACCURATE TRANSFERS DURING EPICOR® MIGRATION

Data You Can Trust: How Epicforce Tech Ensures Clean, Accurate Transfers During Epicor® Migration

Data You Can Trust: How Epicforce Tech Ensures Clean, Accurate Transfers During Epicor® Migration

Blog Article

Data is the backbone of your ERP system. Every transaction, decision, report, and workflow relies on having clean, consistent, and reliable data. So, when it comes to Epicor® migration, the quality of your data transfer isn’t just a technical task—it’s a business-critical process.

Unfortunately, many ERP migration failures stem not from bad software—but from poor data handling. Broken links, duplicate records, mismatched fields, or legacy errors carried over into a new system can create long-term operational headaches.

That’s why at Epicforce Tech, we treat data integrity as the cornerstone of every Epicor® migration. Our process goes beyond just moving data—we clean it, map it, validate it, and make it work in your new environment.

In this guide, we’ll walk you through why clean data is so important, the hidden risks of poor migration practices, and how Epicforce Tech ensures every field, form, and report in your Epicor® system is built on a foundation of trust.

Why Clean Data Is Essential to ERP Success

ERP software like Epicor® is designed to connect every part of your business—from finance and inventory to production, sales, and reporting. If your data is inaccurate or inconsistent, the entire system becomes unreliable.

Here’s what bad data can cause after migration:

  • Incorrect inventory counts
  • Duplicate customer or vendor records
  • Failed transactions or orders
  • Misleading financial reports
  • Errors in production planning and scheduling
  • Loss of trust in the ERP system by users

???? Fact: 44% of ERP failures are directly linked to poor data quality or inadequate data migration strategies. (Source: Panorama Consulting)

Clean data doesn’t just improve performance—it builds user confidence and decision-making clarity.

Top Challenges in Data Migration for Epicor® Projects

Migrating data to a new Epicor® environment (on-prem or cloud) isn’t a copy-paste operation. It's a multi-phase transformation process. Here are some challenges companies face:

  • Legacy systems with inconsistent field formats
  • Obsolete or incomplete records
  • Mismatched data structures between old and new systems
  • Custom fields and extensions that don’t align with Epicor®’s native schema
  • Lack of documentation for historical configurations
  • Data stored across multiple disconnected sources (Excel, third-party apps, etc.)

This is where most migration projects stall or create post-go-live issues. But Epicforce Tech tackles these challenges with a proven, step-by-step process.

How Epicforce Tech Ensures Clean, Accurate Data Transfers

We take data seriously—and here’s how we do it:

✅ 1. Data Discovery and Audit

Before any transfer takes place, we conduct a full data discovery audit.

We evaluate:

  • Data sources (legacy ERP, spreadsheets, 3rd-party systems)
  • Data types and volumes
  • Existing custom fields and dependencies
  • Duplicate, obsolete, or orphaned records
  • Field-level consistency and formatting issues

We then deliver a data health report, highlighting areas that need cleanup, restructuring, or consolidation.

✅ 2. Data Cleansing and De-Duplication

Migrating dirty data into a new Epicor® system only multiplies your problems.

Our cleansing process includes:

  • Removing inactive or duplicate customers, vendors, and parts
  • Standardizing address formats, date fields, currency fields
  • Reclassifying outdated product codes or categories
  • Identifying and resolving orphaned or null entries
  • Validating key master records for consistency

???? Clients who perform cleansing with Epicforce Tech experience up to 50% fewer post-migration data issues compared to unmanaged migrations.

✅ 3. Custom Data Mapping Based on Business Processes

We don’t force your data into a rigid mold. We tailor the mapping based on:

  • Your department-specific workflows
  • Custom fields used in legacy systems
  • Integration points with CRM, finance, or logistics systems
  • Reporting and analytics requirements
  • Module alignment (e.g., matching legacy GL structure to Epicor®'s COA)

We define clear mapping rules for each data set and field—documented and signed off before loading.

✅ 4. Controlled Data Transformation and Validation

Some fields need transformation—not just mapping. For example:

  • Merging two contact fields into one
  • Recalculating tax or discount structures
  • Normalizing units of measure (e.g., kg → lbs)
  • Converting codes or statuses to new naming conventions

After transformation, we perform:

  • Record-level validation
  • Cross-module consistency checks
  • Referential integrity checks (linked tables, dependencies)
  • Sample test loads for approval

No data is pushed live until it’s been tested, verified, and signed off.

✅ 5. Migration to Test Environment and UAT

We first migrate into a sandbox or test instance of your Epicor® system.

We facilitate:

  • End-user testing on real workflows
  • Sample transaction simulation (POs, SOs, invoices, etc.)
  • Report accuracy validation
  • Search and filtering checks on large datasets
  • Feedback capture from each department

Any issues are resolved before final cutover.

✅ 6. Final Migration and Post-Cutover Verification

When it’s time to go live, Epicforce Tech executes the final data migration plan:

  • Backup of all pre-live systems
  • Final cleansing run (freeze period enforcement)
  • Migration of clean data to production instance
  • Post-load verification and sign-off with your team

We stay engaged for early go-live support, helping resolve any residual data-related issues quickly.

What Types of Data We Commonly Migrate

Data Type Examples
Master Data Customers, Vendors, Items, Chart of Accounts
Transactional Data Sales Orders, Purchase Orders, Invoices, Inventory
Configuration Data Pricing rules, BOMs, GL mappings, Tax codes
Custom Data User-defined fields, historical records, notes
Integrations CRM sync data, eCommerce logs, shipping data

We also ensure that audit trails, change logs, and metadata are preserved or archived properly for compliance.

Success Story: Clean Migration for a Multi-Site Manufacturer

A global manufacturer moving from Epicor® 10 to Epicor® Kinetic Cloud faced challenges with:

  • Disparate inventory codes across locations
  • Legacy vendors with duplicate IDs
  • Poor sales history formatting from a previous system

Epicforce Tech performed a full data audit, created a harmonized item master, validated historical transactions, and ran 3 rounds of test migrations.

Result:
✅ 99.7% data accuracy at go-live
✅ 100% user confidence in sales and inventory reports
✅ Reduced manual cleanup post-migration by 80%

Why Data Accuracy Builds Long-Term ERP Value

ERP systems aren’t static—they evolve. But they’re only as good as the data inside them.

Clean, structured data enables:

  • Reliable reporting and forecasting
  • Better process automation
  • Accurate integrations with other tools
  • Faster audits and compliance checks
  • Higher user trust and adoption

???? Clean data isn't a one-time task—it's a foundation for every improvement you’ll make in the future.

Conclusion: Trust Your Data, Trust Your Migration

Epicor® migration is a big step—but it’s only as successful as the data that powers it. If your team can’t trust what’s in the system, the benefits of automation, reporting, and visibility are lost.

That’s why Epicforce Tech focuses on data integrity from day one. We help you not just move data—but improve it, validate it, and make it work for your business.

Our step-by-step data strategy ensures you go live with clean, complete, and consistent data—so your ERP delivers what it promised.

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