How to prepare company data for a new system

You do not need to clean every old file before starting. You need to identify the core data operations will rely on from day one.

Prepare what supports the first phase

Start with customers, items, warehouses, opening balances, permissions, and rules that let the team enter new data consistently.

• A clear owner for each data set
• Agreed naming and classification rules
• A realistic sample review before full migration

The next step

Connect this analysis to a real workflow, then define what must change in the system or process.