3. DATA COLLECTION & CLEAN-UP
• Convert data.
• Collect new data.
• Review all data input.
• Clean-up data.
Collect new data: Define the new data that needs to be collected. Identify the source
documents of the data. Create spreadsheets to collect and segment the data into logical tables
(Most ERP systems will have a utility to upload data from a spreadsheet to their database).
Review all data input: After the converted and manually collected data is entered into the
ERP database, then it must be reviewed for accuracy and completeness. Data drives the
business, so it is very important that the data is accurate.
Data clean-up: Review and weed out unneeded information such as customers who haven’t
purchased in a while or are no longer in business. Now is the time for improving data
accuracy and re-establishing contact with inactive customers.