Vendor file conversion plan

This includes a transition manager, a plan design consultant and a technical consultant. They may suggest enhancements or updates. They discuss with the sponsor any data that needs clarification and then do a deep-dive training with the plan sponsor to ensure they are comfortable with our website and know where to find information.

Likewise, vesting and beneficiary data should be checked to make sure it is accurate, Ouellette says. Bevilacqua says she has witnessed new recordkeepers finding during conversions that there are discrepancies between the plan document and how a plan was actually administered while with the prior recordkeeper.

Smaller files and tables e. Here are 13 considerations to help you make the right warehouse system file conversion decisions:. Are there unplanned professional services you need to take into account? Not having the file conversion programs and test files completed will hold up the testing, conference room pilot and on-line training with test files in training exercises. Ideally you should have an IT project person and a department user working as a team for each of the files.

The department managers should be involved in identifying the data, reading specifications and looking at test results to validate the converted data. On the face of it, it sounds wrong to not automatically convert everything by program. But there are way too many files and tables. The effort, time and cost do not justify the programming. Converting from your legacy system to the new ERP or OMS may create data fields which are not in the same named files.

Much of this will depend on expectations, use in forecasting and whether the new system has history fields. Ask your vendor for file mapping layouts they expect the data to be converted to.

Does the vendor have standard conversion programs from vendor A to vendor B? Develop hash totals comparing records between the old and new systems. Are all the records being converted and built, or are they being rejected? Once you feel the programmatic conversion is working.

Get some of the department members to visually review the exact records on the old system with the new data and format. What conversion errors do you find? Again Good One. Tom Benson. I like the way you describe SAP. Stephanie Black. Thanks for this blog. I would like to see more articles from you. Jayden Campbell. Tim Blake. Nice one Aditya!!! Lily Bradley. Jay Carter. Damian Brown.

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