Final Data Cutover
Solution Description
During this portion of the project, final data migration efforts are being completed. We recommend that the client performs test exports and imports prior to go-live to minimize unknowns during the go-live process.
Open Balances:
a. Opening account balance
b. Historical trial balance
c. Inventory Balance
Open transactions (where applicable):
d. Open Sales Orders
e. Open Purchase Orders
f. Open Credit Memos
g. Open Accounts Receivables
h. Open Accounts Payables
i. Open Vendor Credits
j. Open Customer Deposits
k. Open Amortization Schedules (if applicable)
l. Open Revenue Schedules (if applicable)
m. Open Work Orders (if applicable)
Excluded: Detailed historical transactions
Open Balances:
a. Opening account balance
b. Historical trial balance
c. Inventory Balance
Open transactions (where applicable):
d. Open Sales Orders
e. Open Purchase Orders
f. Open Credit Memos
g. Open Accounts Receivables
h. Open Accounts Payables
i. Open Vendor Credits
j. Open Customer Deposits
k. Open Amortization Schedules (if applicable)
l. Open Revenue Schedules (if applicable)
m. Open Work Orders (if applicable)
Excluded: Detailed historical transactions
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:
Need Customizations?
Learn how to build your own quote!
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.
Learn how to build your own quote!
Compatibility
This NetSuite task is designed for the convert stage of an Anchor Group NetSuite implementation.