That’s a very good question, but the answer is somewhat subjective, as it depends on individual experience.
Clients often request to migrate all their legacy data. While this may seem beneficial, it can make the new system cluttered with unnecessary or outdated information. However, it’s common to see customers inclined toward this approach.
When moving to a new platform, customers tend to replicate their old system, which can lead to carrying forward inefficiencies. This is where the partner’s role becomes critical—to guide them with confidence and help them understand that while the outcomes will remain the same, the processes may differ, and they need to adapt to the new system.
It’s important to configure the system in a way that avoids unnecessary transactions or entries that could create confusion. Keep in mind that users can get confused by even small things, so the goal is to make the system as clear and simple as possible.
Lastly, maintain clean master data. Avoid keeping obsolete or unused data, as it only adds complexity and reduces efficiency.
