What to Review Before Migration
Start by documenting how Hedberg is used today and identifying which information must move to the target ERP. Confirm the target system's data structure, required fields, supported import formats, integrations, and reporting needs. The Cloud ERP System Evaluation Checklist: Guide for 2026 can help frame decisions about target-system capabilities and how the new ERP will support finance and operational workflows.
Build an inventory of data objects and assign an owner to each one. Include customer and vendor masters, product and pricing records, open orders, purchase orders, inventory quantities, accounts receivable, accounts payable, general ledger balances, and historical transactions required for reporting or audit purposes.
- Scope: Identify records to migrate, retain in an archive, or exclude under approved retention policies.
- Ownership: Assign a business owner to validate each data category.
- Mapping: Match Hedberg fields to corresponding fields in the destination system.
- Dependencies: Identify linked records, custom fields, attachments, and external integrations.
- Acceptance criteria: Define reconciliation tolerances, required record counts, and sign-off responsibilities.
For cloud-based destinations, the Businesses Cloud-Based ERP SaaS Solution System: 2026 resource can inform planning around deployment, data movement, and finance workflows. Teams should also understand the destination architecture; How Many Levels Does a Typical ERP System Include? provides context for how infrastructure, applications, data, and business capabilities fit together.
Prepare Master Data and Open Transactions
Master data preparation establishes consistent records before transfer. Review customer names, addresses, payment terms, credit settings, vendor identifiers, product codes, units of measure, pricing rules, and tax attributes. Standardize formats, resolve duplicate records, and document how legacy codes will map to destination values. Retain approved cross-reference tables so staff can trace important records back to Hedberg.
Open transactions need separate attention because they represent work that continues across the cutover date. Review each open purchase order for its supplier, ordered quantity, received quantity, remaining quantity, price, expected delivery date, and invoice status. Also identify open customer orders, deposits, shipments, outstanding invoices, unapplied cash, and pending credits. Agree on whether each transaction will be migrated in full, recreated in the destination system, or completed in the legacy environment.
Financial balances should be tied to a defined cutover date. Document the treatment of partially received orders, partially paid invoices, inventory in transit, and transactions awaiting approval. This prevents opening balances from becoming disconnected from the operational records that explain them.
Test the Migration and Reconcile Results
Run a trial migration using representative data before the final transfer. Include ordinary records as well as exceptions, such as customers with multiple ship-to addresses, products with several configurations, partially fulfilled orders, and invoices with credits or adjustments. Compare source and destination results at both record and financial-summary levels.
Useful checks include:
- Compare record counts by data category and investigate missing or duplicated records.
- Reconcile accounts receivable and accounts payable totals to their supporting open items.
- Compare inventory quantities and values by warehouse or location.
- Verify that customer, vendor, product, and transaction relationships remain intact.
- Test reports, user permissions, document attachments, and connected finance workflows.
Use System Migration principles to coordinate the movement and verification of business information across platforms. Where interfaces exchange records with other applications, Cloud Migration Checklist Finance offers a related planning concept for protecting continuity in finance operations.
Coordinate Cutover and Finance Readiness
The cutover plan specifies when data entry stops in Hedberg, when the final extraction occurs, who performs the import, and who authorizes the destination system for live use. Set a communication schedule and identify the person responsible for resolving migration exceptions. Keep an approved copy of source data and migration logs according to organizational retention policies.
Finance teams should verify opening balances, outstanding receivables, unpaid vendor invoices, tax settings, payment terms, and the first reporting period. Purchasing teams should confirm that approval rules and procurement controls work as expected. The migration plan should also state how staff will handle transactions created near cutover and how they will avoid processing the same transaction in both systems.
For finance teams managing cross-border employee expenses or assignments alongside the ERP transition, the separate Expatriate Checklist Finance concept may help distinguish employee-related financial requirements from core system-migration tasks.
Measure Completion and Approve the New System
Migration is ready for sign-off when agreed data checks pass, financial balances reconcile, priority workflows are tested, and accountable business owners approve the results. Record each exception, its financial or operational impact, its assigned owner, and its resolution status. Set a post-launch review period to monitor reporting differences, transaction errors, user access, and integration activity.
For example, if the source system contains 12,500 customer records and the destination contains 12,420, the 80-record difference should be investigated before approval. The team should determine whether the missing records were intentionally excluded or require correction, then document the outcome. A count alone does not prove accuracy, so teams must also verify key fields and relationships.
After launch, finance and operations should compare the first reporting cycle with approved migration totals and investigate unexplained variances promptly. Clear evidence of testing and sign-off supports reliable financial reporting and gives management a documented basis for confirming readiness.
Summary
A Hedberg Migration Checklist coordinates data preparation, master-data cleanup, open-transaction handling, trial transfers, financial reconciliation, cutover, and post-launch validation. By assigning clear owners and defining measurable acceptance criteria, furniture dealers can protect business continuity and establish a dependable foundation for the new ERP. The most important outcome is not simply moving records, but confirming that operational processes and financial information remain complete, consistent, and usable after migration.