Migrating from Classic to AerosA Client Experienceby Keith R. Mangold, PMP

2014 Aeros ConferenceOctober 16, 2014

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The Customer

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The Customer - History

• CMC User Since 1999• 6 Users• Utilizing All Modules:• GL, AP, AR, PO, INV• Flock Records

4

The Migration Process

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Aeros ERP & Live UpgradeNov 2012 Discovery

Dec 2013 Contract Signed

May 2014

Implementation Begins

July 2014 AP & GL Go-Live

Aug 2014

AR, PO, INV, & WO Go-Live

2015 Aeros Live

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ACCOUNTSRECEIVABLE

PURCHASINGINVENTORY

ORDERENTRY

ACCOUNTSPAYABLE

GENERALLEDGER

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PURCHASINGINVENTORY

ORDERENTRY

GENERALLEDGER

GENERALLEDGER

ACCOUNTSPAYABLE

ACCOUNTSRECEIVABLE

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PURCHASINGINVENTORY

ORDERENTRY

GENERALLEDGER

ACCOUNTSPAYABLE

ACCOUNTSRECEIVABLE

Decisions for Differences

• Company/Division Structure– CMC has Company Only– Aeros ERP has Company and Division

• G/L Account Structure• Customers

• CMC Products = Aeros ERP Items• CMC Shippers = Aeros ERP Orders

• & More

• G/L– Accounts– Journal Entries– Account Balances

• Payables– Vendors– Invoices– Payments

• Receivables– Customers– Invoices– Shippers / Orders– Payments

Migrated Data

• Key Voucher in CMC, Key Voucher in Aeros ERP– Print Checks, Validate Discounts, etc..

• Key J/E’s into CMC, Key J/E’s into Aeros ERP– Check Trial Balance, etc..

• Key Shipper into CMC, Key Order into Aeros ERP– Check Pricing, Addresses, Forms, etc..

• Run Sales Report in CMC & Aeros ERP– Balance Dollars, Quantities, Packs, etc…

• Run Inventory Report in CMC & Aeros ERP– Balance PO’s, Work Orders, Production, etc…

The Parallel Process

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Analysis

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Time Spent by Cultura

• Data Migration: 106 Hours• 2009 to Current

• Implementation: 237 Hours

Total: 343 Hours

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Time Spent by Fremont

• Data Migration: 10 Hours• Balancing Data

• Training: 60 Hours• Testing / Parallel: 50 Hours

Total: 120 Hours

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Least Favorite Aspect of Project

• Went too Fast with A/R• Hardest Part Yet to Come: Aeros Live• Setup / First Year Reporting Fears• Unfamiliarity with System

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Largest Benefits

• Reporting Results• Using Aeros Vision• G/L Reports Extract• Reduction of Dot Matrix Printers

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Areas of Improvement

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A Job Done Well

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Questions?