Data Migration

SKU: Data Migration
Estimated Hours/QuantityPrice

Solution Description

During the NetSuite implementation, your data will need to be cleansed and loaded into NetSuite. It is normally the responsibility of the client to cleanse the data prior to a CSV import on the NetSuite records. 

Here is a common list of activities during this part of the build stage:

a. Formulate data migration strategy
b. Field mapping
c. Custom field creation
d. Items
e. Customers
f. Vendors
g. Employees
h. Education on how to perform CSV imports and on saved CSV mapping + shortcuts for saved mapping records
i. Trial balance data review
j. Inventory Balance data review

Note: Open transactions data migration is accomplished in separate line in the estimate during final data cutover processes. 

Estimate Details

Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:
  • Size of the business (either number of employees or the annual revenue)
  • Industry 
  • Complexity of your business processes in your industry
  • How savvy are your employees and key stakeholders with ERP systems
    • Experience implementing ERP
    • Experience working in ERP
    • Ability to be curious and a self-learner when hitting roadblocks
  • Number of NetSuite modules that need to be implemented
  • How good your team is at providing detailed requirements
    • Include conditions for certain scenarios
    • Ability to know general technical architecture and flow of data
    • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?
  •  Add to quote and provide additional requirements for customization needs during the process. 

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Compatibility

This task is designed for NetSuite implementation projects.