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PEOPLE / SYSTEMS / OUTCOMES

Build around the people who know the work.

All technical guides

FOCUSED ENGINEERING GUIDE

Move ERP and CRM data with every critical record accounted for.

A controlled migration and cutover engagement covering source analysis, business mapping, transformation, trial loads and source-to-target reconciliation.

Discuss your migration
FORCIO, transformation lead, ERP or CRM program owner, data lead
TRIGGERA replacement, consolidation, acquisition or business-unit cutover is approaching

WHAT THIS ENGAGEMENT COVERS

ERP and CRM Data Migration Services

ERP and CRM data migration is rarely a simple export-and-import exercise. Customer, supplier, product and transaction records carry relationships, ownership rules and business history that must survive the move. Small mapping errors can surface later as broken reporting, duplicate records or incomplete operations.

Ariftly treats migration as a controlled engineering programme. We inventory the source, agree business mappings, build repeatable transformations and test the result through trial loads. Reconciliation is designed into the work so programme owners can see what moved, what changed and which exceptions still need a decision before cutover.

THE PROBLEM

The difficult part is rarely the happy path.

We start with the dependencies, exceptions and verification burden that make this work risky.

  1. 01

    Inconsistent master and reference data

  2. 02

    Relationships spread across standard and custom objects

  3. 03

    Business rules embedded in exports and manual workbooks

  4. 04

    Repeated trial loads with unclear exception ownership

  5. 05

    Pressure to cut over without defensible reconciliation

EXPECTED INPUTS

What we work from.

  • Source extracts, schemas and metadata
  • Target data model
  • Business mapping and ownership rules
  • Representative records and current outputs
  • Cutover constraints and acceptance criteria

DELIVERABLES

What you receive.

  • Entity, object and field mapping
  • Cleansing and transformation pipeline
  • Relationship and ownership validation
  • Repeatable trial-load process
  • Exception workflow with accountable owners
  • Reconciliation and cutover evidence

DELIVERY PATH

A controlled path
to a verified result.

  1. 01

    Assess

  2. 02

    Map

  3. 03

    Transform

  4. 04

    Reconcile

  5. 05

    Prepare cutover

AI + DETERMINISTIC ENGINEERING

Move faster.
Verify the result.

01 / ACCELERATE

AI-assisted engineering

AI assists schema analysis, mapping suggestions, anomaly classification and repetitive transformation work.

02 / VERIFY

Deterministic controls

Deterministic record counts, field checks, relationship tests and source-to-target reconciliation verify the result.

01

Accelerate repetitive work

AI assists analysis, classification, mapping and transformation where it can reduce manual effort.

02

Return inspectable artifacts

Your team receives code, mappings, tests, evidence and documented exceptions rather than a black box.

03

Fit the existing environment

We work with the systems, controls and deployment boundaries that already run the business.

04

Keep critical decisions human

Material changes and unresolved exceptions remain subject to accountable engineering review.

REFERENCE SCENARIO

Reference scenario: staged ERP cutover

A representative review package for one bounded business domain. The structure is illustrative and contains no customer result.

ARIFTLY / REVIEW PACKAGE
01 Source and target inventory
02 Approved mapping decisions
03 Trial-load exception register
04 Record and value reconciliation
05 Cutover readiness decision pack

ENGAGEMENT MODEL

Start bounded.
Build from evidence.

  1. 01

    Assessment

    One bounded workload, system or partner flow.

  2. 02

    Production work

    Implement, integrate and validate the agreed scope.

  3. 03

    Ongoing operation

    Monitor, support or extend where the operating need justifies it.

  4. 04

    Reusable automation

    Turn proven repeated patterns into reusable engineering capability.

QUESTIONS

Can you migrate both ERP and CRM data?

Yes. The scope can cover a bounded ERP or CRM domain, including master data, transactions, activities, history, custom fields and relationships where relevant.

How do you prove that the target is complete?

We agree acceptance rules before implementation, then compare source and target counts, values, relationships and business-level control totals.

Do you support trial migrations?

Yes. Trial loads expose mapping, quality and sequencing problems before the final cutover and produce a repeatable migration process.

Do you need direct production access?

Not for the initial assessment. Sanitized extracts, metadata and representative records are usually enough to define the scope and validation plan.

Can you work with our implementation partner?

Yes. Ariftly can own the data workstream or provide a bounded transformation and reconciliation package within a wider program.

DISCUSS THE REAL PROJECT

Bring the system.
We’ll map the path.

Share a representative workload, specification or architecture. Sensitive production access is not needed for the first conversation.

Discuss your migration