Topic: General Posts

Subject: Accounting System Migration: Great Plains to NetSuite
Jeremy Chason
Member: 2013
Posts:3
Submitted on 11-03-16 12:42 pm
Message:

We are currently on Great Plains and have decided to move to NetSuite.


 


No one on my team (nor I) has/have ever been through an ERP implementation/accounting system data migration. However, several previous Auditors on my team are concerned about:


 


          needing to ensure historical transaction-level detail (at least 2 years) is migrated over [NetSuite seems to feel this is overkill and will be painful, costly, and might ultimately not be completed by us (because we decide "juice isn't worth squeeze" during process)]


 


I am trying to make a decision about best direction, but feel I need some other data points. (Obviously I will also speak with our 3rd party Auditors, but) Does anyone have a perspective having gone through this - especially between these 2 systems? Love to talk about risks, challenges, and cost/benefit with someone who has lived it.


 


 


Thank you!

 
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Replies
Walt McCullough
Member: 2013
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-07-16 11:47 am.
Message:

Those are grand concerns.  I have been through several migrations and, while it may sound like a money expense, it's all in good intentions and efficient project to have an expert, at least, on hand for questions.  I've been around for a while and have seen good and bad migrations.  A simple plan needs to be put forth and that plan followed explicitly.  Your salesperson probably had a dept. for consulting and/or works with an outside firm.  The trick is to get the best value for the money.  They will come at you with high services etc., but at a high cost.  You can fild a great value for the money.  Someone like me that has been through can safely and effectively migrate, but also provide exceptional additional services. 


 


Talk to you soon!

 
Jeremy Chason
Member: 2013
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-07-16 1:07 pm.
Message:

Walt,


 


Thank you for your reply. While I don't disagree with you at all, my hands are fairly tied. Like hiring my own interpreter to bring with me on a foreign trip (instead of relying solely on "theirs"), I thought us hiring an expert to help us through the migration would make sense. We weren't allowed to spend that money. Instead, we are handling in-house (with CIO as the expert) and the NetSuite implementation team. While that's ok, issues arise when my/my team's preferences conflict with the CIO's (and/or NetSuite's). I am concerned about not seeking independent, experiential data points, and I don't want to make decisions in a vacuum. Thus, my original post.


 


If you are willing to get on the phone to give me your take especially on detailed transaction history migration, I'd be grateful. If the hope is that it could lead to an engagement, I am sorry that I will not be able to help out there. Your call, but feel free to reach out: jchason@synagro.com.


 


Best regards,


 


Jeremy

 
Steve Roberts
Member: 2015
Posts: 2

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-14-16 12:41 pm.
Message:

Hi Jeremy.  My name is Steve Roberts.  I can be reached at 816 269 0555.  I am a CPA licensed in Missouri, but I also have a Masters in Computer Resources and Information Managment.  I have worked on multiple system conversions, migrations, upgrades, etc., including both as a user and as an IT professional.  Just give me a call 8 - 5 central time if you are interested in my perspective. 

 
Jeff Sakamoto
Member: 2012
Posts: 8

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-14-16 5:59 pm.
Message:

Jeremy:


My name is Jeff Sakamoto and like several of our colleagues, I've been through multiple conversions between ERP packages.  If you would like, I am available to listen to your concerns and provide feedback on what the best approach may be to this matter.  From what you describe, you have two issues to address:  1) The Netsuite team recommendation; and 2) Your internal IT coordinator's perspective.  It may be that your internal IT coordinator is the greater challenge and that there must be some effort put forward to team up with this person in order to gain internal consensus.


I am in MST (New Mexico) and can be reached at (505) 503-9551 or via e-mail at jeffrey.sakamoto@gmail.com.  Let me know if I can assist in any way.


Regards,


Jeff H. Sakamoto

 
Rodney Eaton
Member: 2013
Posts: 5

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-16-16 9:42 am.
Message:

Good morning,


 


In regards to your historical issues, I would suggest bringing over the period year and leaving former year 2+ on GP.  However, move GP to a separate server, keep it live with the ability to log into it and print out details.  Thus your auditors can come in and view prior year and other historical information under GP.  Too, it makes it easier for them to review carrying over the previous year end balances into the new system.  Good luck.


Rodney Eaton

 
Valery Herrington
Member: 2016
Posts: 5

Subject: Re:Accounting System Migration: Great Plains to NetSuite - ERP Expert(FENG Bundle): Herrington Tech

Submitted on 11-17-16 3:11 pm.
Message:

Dear Jeremy:


I am an ERP technology and implementation specialist and a CFO for my own firm, Herrington Technology. I am a FENG member.


I specialize in SAP ERP implementations. I can assist you with general ERP implementation success.  However, I would also be open to suggestion reasons for your firm to consider SAP as a best of breed solution.


If you are open to ERP assistance and/or a discussion regarding how SAP is positioned to enable business success for customers, please let me know.


My firm, Herrington Technology, has a special FENG Members Discount Package available and you would qualify.


Best Regards,


Valery Herrington


Direct: 609-578-9520


Linked In: http://www.linkedin.com/in/herringtontechnology" target="_blank">http://www.linkedin.com/in/herringtontechnology

 
Kelly San George
Member: 2016
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-18-16 10:38 am.
Message:

Jeremy,


I agree with Rodney.  Having been through several ERP migrations, we would bring over the current year month-end balances only, and maybe prior year month end balances for comparative financial statements.  We would leave the old system running for historical detail reference.  Although it would be great to migrate all the prior history, it's not practical.  Often times the new system has structures and features not present in the old system so it becomes quite time consuming to map the old detail to the new format.  Then the auditors want to see a reconciliation between the two systems - not how I would have people spend their time.


Keep it simple and direct where ever possible.  I don't know what type of business you have, but make sure you've got a cross section of staff on the implementation team.  The relevance of the old detail soon ages and becomes irrelevant.


Good luck!

 
Steve Jones
Member: 2016
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 11-20-16 12:33 pm.
Message:

Jeremy, give me a call. I consulted with a software company who had put n NetSuite (sort of), and was CFO for a company on GP. I'd be happy to talk with you about some of the pitfalls and zingers that I've seen. NetSuite is a good package, when done properly.  So is GP, when done right.  Both suck when done halfway or poorly, or in the absence of a plan and an experienced and organized project manager.  720-261-7800 or swjones214@me.com

 
John McKenna
Member: 2016
Posts: 1

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 12-05-16 1:54 pm.
Message:

Jeremy - 


It appears as though you're getting a lot of responses to your query so, running the risk of being redundant, here are some quick thoughts;



  • Review why you're converting to the new system


    • If it's to improve your performance management reporting, review how you will be able to accomplish this without the history in the system.  Excel tends to work well.


  • Consider the minimum amount of historical information that might be needed.


    • Topline monthly/period balances by G/L account

    • Inputting this information will also serve as training on the system


  • No good deed goes unpunished


    • Don't take the easy way out if the concern is about asking too much of your team.  You have to be committed to the change and assure your team knows this.  Tasking them to do more and recognizing their contributions will benefit you in the long run

    • Don't compromise, it will only hurt you in the long run



All the best with your project.


John

 
Jeff Woller
Member: 2010
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 12-06-16 1:46 pm.
Message:

Hi Jeremy,


Please feel free to reach to me directly cell 8322663249.  I was recently involved in a NetSuite ERP implementation.  I have SAP, Oracle and NetSuite ERP exposure or implementation experience under my belt.  I'm also an expert at data migration and mass extracts.


Jeff Woller, MBA

 
Jerry McLellan
Member: 2016
Posts: 2

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 12-23-16 12:26 pm.
Message:

Repeating what other people have said, after doing over 100 accounting system conversions over the last 20 years, here is what I have found to be best:


If your converting in the middle of a fiscal year - bring in detail transactions for that year to date.


Bring in month-end balances for at least 5 years.


Keep legacy system live, in a production environment for at least 2 years - detail requests and audits will be much smoother.


Change user access to read only, so research can be easily accomplished, without risk of data updates.


After 2 years, move the legacy system and database to a non-production environment, but easily accessable.  HyperV or VMWare virtual machines work great for this pupose.


You didn't specially mention sub-ledger type information - AP vendor data, AR Customer data, and Inventory are specific concerns, along with what many people forget - Outstanding checks for clearing/Bank Recon purposes.  There are many way of dealing with these sub-ledgers that have a major impact on a system upgrade.


I have been through conversions where they broght in full detail for 5 years plus, and really didn't need it, and several where they refused to bring it in, and regretted it daily for several years.  It really depends on reporting requirements - which is why I suggest at least 5 years of month-end balances.  It turns out that most history requirements is really to be able to do comparable reporting.


I would be happy to have a conversation with you if desired.


 


Jerry McLellan, CPA
jerry.mclellan.cpa@gmail.com
817-726-6221


 


 

 
Tim Taylor
Member: 2016
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 01-16-17 11:52 am.
Message:

Sorry this is a bit late but I would highly recommend adapting to the out of the box processes that NetSuite has as opposed to attempting to customizing based on past practice.  NetSuite is very robust but as soon as you try to start customizing how things work it can cause many layers of issues later.

 
Curt Kroeger
Member: 2016
Posts: 3

Subject: Re:Accounting System Migration: Great Plains to NetSuite

Submitted on 01-16-17 4:35 pm.
Message:

Jerry's reply was really detailed and good.  I think the concensus here and I would concur is to NOT bring the detail over.   Not only is it costly and cumbersome, but the more you "Map" your old data, the more you simply institutionalize the same bad processes and limited data that made you switch in the first place.   No system is perfect, but the more you try and force your old square pegs into the new system, the more you will force the new system to behave exactly like your old one.   Let the new system work the way it was designed to.


 


 

 
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