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Migrating from Classic to AerosA Client Experienceby Keith R. Mangold, PMP
2014 Aeros ConferenceOctober 16, 2014
2
The Customer
3
The Customer - History
• CMC User Since 1999• 6 Users• Utilizing All Modules:• GL, AP, AR, PO, INV• Flock Records
4
The Migration Process
5
Aeros ERP & Live UpgradeNov 2012 Discovery
Dec 2013 Contract Signed
May 2014
Implementation Begins
July 2014 AP & GL Go-Live
Aug 2014
AR, PO, INV, & WO Go-Live
2015 Aeros Live
6
ACCOUNTSRECEIVABLE
PURCHASINGINVENTORY
ORDERENTRY
ACCOUNTSPAYABLE
GENERALLEDGER
7
PURCHASINGINVENTORY
ORDERENTRY
GENERALLEDGER
GENERALLEDGER
ACCOUNTSPAYABLE
ACCOUNTSRECEIVABLE
8
PURCHASINGINVENTORY
ORDERENTRY
GENERALLEDGER
ACCOUNTSPAYABLE
ACCOUNTSRECEIVABLE
Decisions for Differences
• Company/Division Structure– CMC has Company Only– Aeros ERP has Company and Division
• G/L Account Structure• Customers
• CMC Products = Aeros ERP Items• CMC Shippers = Aeros ERP Orders
• & More
• G/L– Accounts– Journal Entries– Account Balances
• Payables– Vendors– Invoices– Payments
• Receivables– Customers– Invoices– Shippers / Orders– Payments
Migrated Data
• Key Voucher in CMC, Key Voucher in Aeros ERP– Print Checks, Validate Discounts, etc..
• Key J/E’s into CMC, Key J/E’s into Aeros ERP– Check Trial Balance, etc..
• Key Shipper into CMC, Key Order into Aeros ERP– Check Pricing, Addresses, Forms, etc..
• Run Sales Report in CMC & Aeros ERP– Balance Dollars, Quantities, Packs, etc…
• Run Inventory Report in CMC & Aeros ERP– Balance PO’s, Work Orders, Production, etc…
The Parallel Process
12
Analysis
13
Time Spent by Cultura
• Data Migration: 106 Hours• 2009 to Current
• Implementation: 237 Hours
Total: 343 Hours
14
Time Spent by Fremont
• Data Migration: 10 Hours• Balancing Data
• Training: 60 Hours• Testing / Parallel: 50 Hours
Total: 120 Hours
15
Least Favorite Aspect of Project
• Went too Fast with A/R• Hardest Part Yet to Come: Aeros Live• Setup / First Year Reporting Fears• Unfamiliarity with System
16
Largest Benefits
• Reporting Results• Using Aeros Vision• G/L Reports Extract• Reduction of Dot Matrix Printers
17
Areas of Improvement
18
A Job Done Well
19
Questions?
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