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Hi Lloyd,
We went through a similar evaluation after being on Dynamics SL for many years. Overall, the biggest challenge wasn’t the software migration itselfāit was rethinking existing business processes and deciding which customizations were still truly needed.
Data migration took more effort than expected, especially around historical project data, custom fields, and reporting requirements. Master data was relatively straightforward, but cleaning old or inconsistent data before migration became a significant task.
Reporting was another area that required attention. Many of our users had become comfortable with SL reports and Excel-based processes. While modern ERP platforms offer more powerful reporting and analytics, recreating some legacy reports and validating the numbers took time.
Regarding customizations, we discovered that several custom developments had been built over many years to compensate for limitations or unique business requirements. During the evaluation process, we found that some could be replaced with standard functionality, while others required additional configuration or extensions.
From a change management perspective, user adoption was probably the most disruptive element. People had been using the same screens and workflows for years, so training and communication were critical. The organizations that seem to have the smoothest transitions are the ones that invest early in user engagement rather than treating the project as purely a technical migration.
My recommendation would be to start with a thorough assessment of:
Current customizations
Integrations
Reporting requirements
Historical data retention needs
Business processes that have evolved over time
You’ll likely find that the migration is as much a business transformation project as it is an ERP replacement project.
Best of luck with the evaluation. SL has served many organizations well, but planning early and understanding your requirements in detail will make the transition much smoother when the time comes.