Is your ERP system cloud-ready?

Thinking of making the leap from an on-premises ERP solution to the cloud? It can be a bit of a complex and challenging process, but fear not! At Arribatec, we’ve got loads of experience helping organisations smoothly transition their Unit4 solution from on-prem to the cloud. And you know what we’ve learned? There’s often something that slips through the cracks during the process. But fret not! We’ve got just the thing to ensure you cover all the bases – our Unit4 Cloud Migration checklist.

Whether you’re looking to migrate your ERP solution or your Financials by Coda or FP&A modules, our handy checklist will be your trusty guide throughout the entire mapping process.

The key is not to overlook any important steps. Utilise our checklist, and you’ll be on your way to a successful cloud migration. But wait, there’s more! Once you’ve got the checklist in your hands, we recommend adapting it to suit your organisation’s unique needs. And hey, if you could use a helping hand, our expert consultants are here to assist you every step of the way.

Unit4 Cloud Migration Checklist

1. Assessment and Planning:
   1. Conduct a thorough assessment of your current on-premises environment, including applications, data, infrastructure, and dependencies.
   2. Define clear migration objectives and goals.
   3. Determine the scope and timeline of the migration.
   4. Identify any potential challenges or risks that might arise during the migration.
2. Cloud Provider Selection:
   1. Choose a cloud provider that aligns with your business needs and Unit4 ERP requirements.
   2. Consider factors such as performance, security, compliance, scalability, and pricing.
3. Cloud Architecture Design:
   1. Plan the architecture of your cloud environment, considering factors like networking, security, and scalability.
   2. Decide on the cloud service model (IaaS, PaaS, SaaS) that best suits your needs.
4. Data Migration:
   1. Develop a strategy for migrating your Unit4 ERP data to the cloud.
   2. Determine the most suitable method for transferring data while ensuring data integrity and security.
   3. Perform a trial migration to validate the process and identify potential issues.
5. Application Migration:
   1. Decide on the approach for migrating your Unit4 ERP application to the cloud (rehosting, refactoring, rebuilding).
   2. Test the application in the cloud environment to ensure it functions correctly.
6. Integration and Testing:
   1. Ensure that any integrations with other systems or third-party applications are compatible with the cloud environment.
   2. Conduct thorough testing of the entire setup, including data, applications, and integrations, to identify and address any issues.
7. Network and Security Configuration:
   1. Set up networking configurations, security groups, and firewall rules to secure the cloud environment.
   2. Implement access controls and encryption mechanisms to protect sensitive data.
8. Backup and Disaster Recovery:
   1. Set up backup and disaster recovery mechanisms to ensure data resilience and business continuity in the cloud.
9. User Training and Documentation:
   1. Train your users on how to access and use Unit4 ERP in the new cloud environment.
   2. Provide clear documentation and resources to support users during and after the migration.
10. Change Management and Communication:
    1. Communicate the migration plan and schedule to all stakeholders.
    2. Develop a change management strategy to address any organisational changes resulting from the migration.
11. Pilot Migration and Validation:
    1. Conduct a pilot migration with a subset of data and users to validate the migration process and iron out any issues.
12. Full Migration and Cut-Over:
    1. Execute the full migration, ensuring minimal downtime and disruptions to business operations.
    2. Monitor the migration progress and address any unforeseen issues.