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The Migration Readiness Checklist.
The same checklist we use before we quote a conversion. It works whether you switch to Shop Office Software and/or Distribution Mgr or not. It's the questions to answer before anyone touches your data.
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What to extract, and how The exact files to pull from your legacy Mfg system (E2® / JobBOSS® / Made2Manage® / Global Shop Solutions® / Fulcrum®), Prophet 21®, an AS/400, or Spreadsheets / QuickBooks® / Sage® / MAS 90®, and the tricks for systems that "can’t export".
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The data traps that bite ×100 money fields, six-digit dates, packed decimals, and the customer part-number cross-refs everyone forgets.
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A verification plan How your own staff proves the conversion is right: record counts, spot-checks, and the reports to reconcile against.
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A go-live sequence Cutover timing, what to freeze, and how to keep the order desk running the week you switch.
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