Draw a complete circuit.
Let’s consider a representative operation – from the initial request to delivery and its administrative record. Document the systems, people, and controls involved.
Separate what’s essential from what’s desired.
Each requirement should address a specific problem. Categorize what prevents operations, what improves a task, and what can be anticipated.
Review the data you are going to take with you.
Products, clients, suppliers, and balances require consistent criteria. Define who validates them and how it will be verified that the migration was accurate.
Request a demonstration with your specific scenario.
A general overview is not sufficient. A thorough evaluation of a specific system is needed, including feedback loops, adjustments, permissions, and relevant reports.
Prepare for the transition.
Agrees on training, support, a cutoff date, and a plan for problem resolution. Evaluate the implementation and maintenance costs, along with licensing fees.