Project Overview

Provide a high-level summary of the migration project, including its objectives, timeline, and key stakeholders.

Current System Assessment

Conduct a comprehensive assessment of the existing Sage X3 system, including its modules, configurations, and integrations.

Identify any customizations or third-party applications that are currently in use.

Migration Requirements Gathering

Collaborate with key stakeholders to define the requirements and expectations for the migration project.

Identify the specific data, configurations, and functionalities that need to be migrated from Sage X3 to Sage 300 People.

Data Migration

Develop a data migration strategy and plan, including data mapping, extraction, transformation, and loading.

Identify any data cleansing or data quality improvement tasks that need to be performed during the migration.

Configuration and Customization

Assess the gaps between the existing Sage X3 system and the desired state in Sage 300 People.

Define the configuration changes and customizations required in Sage 300 People to meet the business requirements.

Develop a plan for configuring Sage 300 People, including modules, workflows, security settings, and reporting requirements.

Integration and Interfaces

Identify any integrations or interfaces with other systems that need to be migrated to Sage 300 People.

Develop a plan for migrating and reconfiguring these integrations, ensuring seamless data flow between systems.

Testing and Quality Assurance

Develop a comprehensive testing strategy and plan, including unit testing, system testing, and user acceptance testing.

Define the test scenarios, test cases, and expected outcomes for each phase of testing.

Conduct thorough testing to ensure data accuracy, system functionality, and user acceptance.

Training and Change Management

Develop a training strategy and plan to ensure that end-users are proficient in using Sage 300 People.

Provide training sessions, user guides, and documentation to support the transition from Sage X3 to Sage 300 People.

Develop a change management plan to address any organizational or process changes resulting from the migration.

Go-Live and Post-Implementation Support

Develop a go-live plan, including data migration, cutover activities, and post-go-live support.

Provide post-implementation support to address any issues or concerns that arise after the migration.

Establish a process for monitoring and resolving any post-migration issues.

Project Management and Governance

Define the project management approach and establish a governance structure for the migration project.

Identify key project milestones, deliverables, and dependencies.

Establish regular communication channels and reporting mechanisms to keep stakeholders informed about the project's progress.