ERP Upgrade? How To Reduce Outages And Prevent Data Loss

Operational agility granted by current ERP systems is not just a luxury for organizations but a critical necessity.

Unfortunately, this agility is hampered by outdated system upgrades. Their prolonged outages and disruptions make them no longer tenable in today's fast-paced business world.

With Sparkrock's enhanced Upgrade Toolkit, we aim to redefine the implementation experience by turning a labor-intensive process into a streamlined and efficient transition - minimizing challenges associated with traditional ERP upgrades.

The Upgrade Process: Challenges and Solutions

While exciting, upgrading an ERP system has its fair share of challenges, especially around operational workflows. 

In the nonprofit sector, for instance, the approval process is not just a procedural formality but a vital system component. Early adopters of cloud migration were often plagued by the daunting task of reconfiguring their entire approval mechanism—a significant hurdle for any large organization.

Addressing this, Sparkrock 365's enhanced Upgrade Toolkit now integrates approval processes, enabling organizations to preserve their established workflows and markedly reduce the time spent on system reconfiguration. This pivotal addition not only restores a sense of familiarity but also mitigates the fear of data loss, a common concern for our users. With a robust Upgrade Toolkit, organizations can rest assured that their data integrity is safeguarded, allowing them to concentrate on their mission-critical operations rather than being bogged down by data verification tasks.

Streamlining Your Sparkrock 365 Upgrade: A Closer Look at the Upgrade Toolkit

Embarking on an ERP upgrade can be daunting, but it doesn't have to be. With Sparkrock's Upgrade Toolkit, the complexities of moving to the cloud are significantly simplified. 

The toolkit ensures a smooth transition and helps organizations maintain data integrity and operational continuity. 

In this article, we explore how the Upgrade Toolkit:

  • Facilitates a meticulous upgrade process
  • Handles organizations' customized data
  • Ensures smooth upgrade experiences

Proactive Data Accuracy Assurance

The Upgrade Toolkit goes beyond mere data transfer; it acts as a custodian of data integrity, ensuring data accuracy, consistency, and reliability. It is invaluable to customers migrating to Sparkrock 365.

Before initiating the conversion, the Upgrade Toolkit conducts thorough record counts to establish a reliable baseline. Upon completion, a data comparison confirms the accuracy prior to the migration. Any discrepancies found trigger the toolkit's integrity checks, which flag and resolve anomalies.

When clients have "bad data" in their tables, which might have accumulated over the years, the toolkit isn't just passively transferring data; it's actively evaluating and cleansing it. The toolkit actively identifies and cleans out outdated or irrelevant references, with programming logic based on historical fixes. This proactivity in data validation and sanitation eliminates the need for manual interventions, which are commonplace with current industry methods.

Now, organizations won't need to spend hours verifying and double-checking their data after an upgrade.

Handling Customizations with Precision

Many organizations are wary of upgrading because of their customized platform.

Customizations can pose a significant challenge during upgrades, but the toolkit addresses this with a unique solution. A separate utility is tasked with analyzing the organization's existing database, identifying all custom elements based on predefined parameters, and carefully extracting this data. Meanwhile, the primary upgrade continues unhindered by these customizations.

After the upgrade, the toolkit restores custom features and reintegrates the previously extracted custom data. This process is efficient and surprisingly expedited, often outpacing the primary upgrade tool itself. It provides a delicate balance of data management—extract, upgrade, and reintegrate—resulting in a cohesive system without losing the personalized touch of custom configurations.

How To Prepare For Your ERP Upgrade: Best Practices

Organizations can reduce outages and feel confident with data integrity by preparing for their upgrade. While the toolkit does most of the heavy lifting, organizations can take steps to facilitate a smoother and faster upgrade. 

Preparing for the upgrade involves cleansing unnecessary data and tying up loose ends:

  • Remove Redundant Test Companies

If there are multiple copies of companies within the database used for testing, it's vital to remove them. Eliminating these tests streamlines the conversion process by focusing only on active, legitimate companies.

  • Ensure All Entries Are Posted

Unposted entries in any journal are discarded during the upgrade. Therefore, posting all entries beforehand is vital to prevent any data loss.

  • Clean Up Accounts

Clearing out uncollectible accounts receivable and paying all vendors up-to-date reduces the data load and helps maintain business continuity during the upgrade.

  • Export and Clear Change Logs

Since change logs represent some of the most extensive tables in the system and will be reset during the upgrade, exporting and clearing them secures records for auditing purposes and speeds up the upgrade process.

By following these preliminary steps, organizations can significantly reduce upgrade times and avoid potential hurdles, making the transition as smooth as possible.

Feel At Ease With Sparkrock's Upgrade Process

The Sparkrock 365 Upgrade Toolkit is a testament to our extensive experience with upgrades and migrations, embodying our commitment to accelerating the pace and improving the efficiency of ERP implementations industry-wide. By handling data with efficiency, and managing customizations with the utmost care, this toolkit stands as an essential component of any Sparkrock system upgrade. 

Ready to upgrade to Sparkrock 365? Reach out to connect@sparkrock.com and let's talk about how we can make your migration to the cloud a smooth and seamless experience.

Are you ready to spark change?

With Sparkrock 365, you'll have the tools to manage your finances and workforce more efficiently so you can focus on what you do best. Go from paper-based processes to intelligent online workflows, and access the data you need to make a real difference in your community.
book a demo
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram