Why Data Readiness Matters
The success or failure of an ERP implementation is heavily dependent on the quality and readiness of your data. Too often, organizations treat data cleansing as a generic, isolated activity-leading to misaligned data, delays in cutover, and costly post-go-live fixes.
Our Data Readiness Assessment is a purpose-built offering designed to evaluate the health, structure, and alignment of your existing data against the specific data models and business rules of your target ERP system-whether SAP, Epicor, Oracle, or another platform.
This assessment forms the critical foundational phase of our comprehensive Data Migration offering, this service equips you with the strategic foresight and technical precision needed for a successful ERP rollout. It transforms uncertainty into action by defining the scope, sequencing, and resource requirements for data migration—allowing you to seamlessly integrate these into your broader ERP implementation roadmap
Our Methodology
Our consultants perform a structured discovery and diagnostic process that includes:
- Legacy System Assessment
- Complete inventory of source systems and critical data objects.
- Identification of data ownership, complexity, and dependency patterns.
- Data Profiling & Health Check
- Detailed analysis of completeness, accuracy, and structure of key datasets
- Profiling aligned to ERP-relevant domains (e.g., Customer, Vendor, Material)
- Target ERP Data Model Mapping
- Intelligent mapping of current-state data to the data structure, constraints, and master data domains of the target ERP
- Identification of gaps, transformation needs, and required validations & standardizations
- Purpose-Built Cleansing recommendations for target ERP Load Success.
Defining and prioritising cleansing activities specific to your target ERP system considering target ERP’s validation logic, functional workflows and data compatibility rules
Deliverable - Readiness Report Will Include:
- Source system data inventory with record volumes and key attributes
- Data quality scorecards mapped to target ERP acceptance criteria
- Data gap analysis based on structural and business rule misalignment
- Cleansing and enrichment recommendations with effort and priority levels
- Timeline and sequencing suggestions for optimal migration execution
Why Choose This Approach
- ERP-Aligned Cleansing: Focused only on what's necessary for successful load and use in the new system
- No Wasted Effort: Avoid costly over-cleansing or fixing irrelevant data that won’t be migrated
- ERP Expertise: Leverages deep understanding of SAP, Epicor, and other ERP data models
- Faster Time-to-Value: Reduces delays caused by load failures, missing mappings, and downstream rework
- Informed Decision-Making: Gives your ERP implementation team a factual foundation to plan, scope, and sequence migration activities
Case 1 - Assessment for Epicor ERP Migration
You’ve made the decision to move your business forward with Epicor – but now comes the real question: what do you do with your legacy data?
At this stage, many companies face uncertainty around what data is truly required for Epicor, what condition it’s in, and how much cleansing is actually needed. That’s where IndexCo Data comes in.
We help you gain practical, clear-eyed insight into your current data landscape – identifying key domains, assessing data quality, pinpointing critical gaps, and mapping everything to what Epicor actually expects. Our approach is business-led and lean: we help you avoid the trap of over-cleansing or over-engineering your data, which only leads to wasted time and resources.
Instead, our Data Readiness Assessment focuses on the data that matters most – so you can migrate with confidence, knowing what to fix, what to keep, and what to ignore.
Current State
Multiple legacy systems (Access DB, Excel, custom ERP)
Target System
Epicor ERP (Cloud or On-prem version)
Challenge
Poor master data quality, unclear data ownership, and no central data model
Business Goal
Reduce implementation risk and improve data usability in Epicor ERP
Data Readiness Assessment Steps
1. Legacy System Assessment
- Inventory all current systems holding Customer, Supplier, Material and Financial data.
- Document data ownership, dependencies, and system complexity.
- Flag duplication or inconsistencies across business units.
Output: System & object inventory, ownership matrix and complexity heatmap.
2. Data Profiling & Health Check
- Profile legacy master data for completeness, accuracy, and structure.
- Align profiling to Epicor domain rules and validation requirements.
Output: Data quality scorecards, domain-level profiling reports.
3. Target ERP Data Model Mapping
- Map current state fields to Epicor’s master and transactional data model.
- Identify data transformations and Epicor-specific validation needs.
Output: Source-to-target mappings, validation rules matrix, ERP-compatible model alignment.
4. Purpose-Built Cleansing Recommendations
- Define and prioritize cleansing activities specific to Epicor’s data compatibility rules and validation logic.
- Recommend structured remediation and enrichment plan.
Output: Cleansing roadmap, Master Data Remediation Plan (MDRP), and readiness scorecard.
Business Outcomes
Clear visibility into data readiness and risks for Epicor ERP migration
Accelerated and controlled ERP deployment
Reduced go-live defects from unclean or incompatible data
Stakeholder confidence through traceable diagnostics and mitigation plans
Case 2 - Assessment for Epicor to SAP S/4HANA Migration
You’ve chosen to move from Epicor to SAP S/4HANA – a major transformation initiative.
But with that transition comes a critical need to examine the quality, structure, and readiness of the data you’ve accumulated over the years.
Migrating from Epicor to SAP without understanding the involved data risks and complexities may introduce inefficiencies and business misalignment.
That’s where IndexCo Data helps. We work closely with your teams to uncover what's usable, what needs work, and how to prepare it all to align with SAP’s complex data models and validation requirements.
Our Data Readiness Assessment helps you avoid unnecessary over-cleansing, scope creep, or project delays — providing a clear path forward to a clean, compliant, and efficient S/4HANA go-live.
Current State
Epicor ERP (on-premise or cloud version)
Target System
SAP S/4HANA (public or private hosting)
Challenge
Complex SAP Data Models and its mapping to Epicor. Harmonization & transformation of existing data for usage in the new ERP landscape.
Business Goal
Ensure only clean, complete, and SAP-compatible data is migrated.
Data Readiness Assessment Steps
1. Epicor System & Object Inventory
- Identify all relevant Epicor modules and data tables used (Customer, Vendor, Material).
- Map system interdependencies and custom objects.
Output: Source system inventory, data ownership matrix, dependency analysis.
2. Data Profiling & Health Check
- Assess completeness, accuracy, and consistency of legacy Epicor data.
- Flag critical data gaps, duplicates, and missing mandatory fields.
Output: Data quality dashboards and field-level profiling reports.
3. SAP S/4HANA Model Mapping
- Align Epicor source data with SAP target data models across data objects (e.g. Material, Business Partner).
- Define transformation logic for data that requires conversion, merging, or enrichment.
Output: Source-to-target data mapping workbook, SAP validation rule alignment.
4. Target-Specific Cleansing Plan
- Develop a pragmatic, SAP-aligned data cleansing plan focused on readiness for migration loads.
- Prioritise cleansing based on impact to business operations and compliance.
Output: Cleansing roadmap, field-specific validation plan, pre-load test script references.
Business Outcomes
Minimized risk of SAP load failures or post-go-live disruption
Reduction in scope creep by only cleansing what is required
Better alignment between IT, business, and implementation partners
Enhanced stakeholder confidence through structured reporting and risk visibility
Case 3 - Assessment for SAP ECC to SAP S4/HANA Migration
You’ve committed to the move from SAP ECC to SAP S/4HANA – a major strategic upgrade that promises agility, real-time analytics, and a modern digital core. But before the migration can succeed, your data must be ready.
Many organisations underestimate how much their historical ECC data needs to evolve to fit the leaner, more integrated structure of S/4HANA. That's where IndexCo Data comes in.
We help you take the guesswork out of data migration by profiling your current master and transactional data, identifying what’s reusable, what’s redundant, and what needs cleansing or enrichment.
Our Data Readiness Assessment is the first step to ensuring that your S/4HANA project is not just technically successful — but business-ready from day one.
Current State
SAP ECC 6.0 (on-premise)
Target System
SAP S/4HANA (Cloud, Private Cloud, or On-Premise)
Challenge
Obsolete master data, inconsistent data, undefined data ownership, duplicate records.
Business Goal
Improve data quality, clean and consistent data, reduce migration risk, and align with SAP best practices.
Data Readiness Assessment Steps
1. SAP ECC Landscape & Data Inventory
- Identify active modules (e.g., MM, SD, FI, PP) and the key master/transactional data objects in scope.
- Map legacy Z-tables, custom fields, and enhancements.
- Assess cross-module data dependencies and ownership.
Output: ECC data map, custom object inventory, data owner matrix.
2. Data Profiling & Quality Assessment
- Profile legacy master data: materials, vendors, customers, GL accounts, BOMs, etc.
- Check for completeness, consistency, duplication, obsolete values, and format issues.
- Identify data gaps against mandatory S/4HANA fields (e.g., Business Partner integration, material groups, tax categories).
Output: Data health scorecards by domain, critical data issue log.
3. S/4HANA Target Model & Simplification Alignment
- Map ECC structures to new S/4HANA data models (e.g., Business Partner replacing Vendor/Customer, MATDOC for inventory).
- Apply SAP simplification item checks and activate relevant notes (using SUM or SI Check tools).
- Define transformation logic where S/4HANA enforces structural or semantic changes.
Output: Source-to-target mapping workbook, simplification impact matrix, S/4HANA validation rules alignment.
4. Cleansing Strategy for Migration Readiness
- Define scope of essential cleansing tasks (e.g., merging duplicate vendors, reclassifying obsolete materials).
- Prioritise based on business impact and readiness for conversion tools (e.g., Data Services, Migration Cockpit).
- Collaborate with functional leads to validate business rules and approval workflows.
Output: Cleansing and enrichment roadmap, validation rule checklist, load readiness tracker.