Data migration between information systems: a case study
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2012
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Nos dias que correm, a implementação de sistemas ERP tornou-se cada vez mais alvo de investigação, de forma a procurar melhorias que incentivem a sua aquisição, bem como o processo antecedente à fase Time-to-Live. A implementação de sistemas ERP já tem anos de casos de estudo e é necessário elevar os processos de implementação a um nível totalmente diferente, que potencie as capacidades da equipa de implementação, melhorando as condições de implementação, tempos de resposta, índice de satisfação de clientes, etc.
No mundo dos sistemas de informação, o sistema ERP deixou de ser o principal foco para as empresas, mas sim a base de algo mais, desde sistemas de gestão de relacionamento com clientes (CRM), relacionamento com fornecedores (SRM), gestão de contactos (BCM), etc..
Ao longo dos últimos anos foram identificados diversos fatores críticos de sucesso a ter em conta em cada implementação, procurando criar um guia para apoiar o trabalho do gestor de projetos. Nesse conjunto de fatores críticos, destaca-se a migração de dados, aspeto onde muitos dos projetos falham devido à sua complexidade, o que se verifica quer no caso de sistemas heterogéneos ou homogéneos. A falta de atenção dada a esta vertente leva a que os sistemas não possuam a informação necessária para que uma empresa prossiga a sua operação com normalidade.
Dado este conjunto de fatores críticos, cada vez mais ganham importância os conceitos de boas práticas de implementação, que procuram oferecer guias de implementação baseados em casos de estudo de sucesso, de forma a apoiar o processo. A migração de dados é alvo dessa preocupação, sendo já são aplicadas boas práticas na migração.
As boas práticas para a migração de dados levam a que sejam tidos em consideração alguns pontos-chave para o sucesso: acelerar processos de implementação; melhorar a transformação; identidade e validade dos dados. Nesta dissertação encontra-se documentado um caso de estudo que demonstra as virtudes da utilização de novas ferramentas no contexto da migração de dados, bem como a aplicação de conceitos de inovação e de boas práticas de implementação, no contexto de um cenário que se constitui como uma parte fulcral num projeto de implementação de um sistema ERP numa empresa complexa.
The implementation of ERP (Enterprise Resource Planning) systems became in last years increasingly targeted by research, in order to seek improvements that encourage its acquisition and make the process much easy from the initiation until the “going-live” phase. The implementation of ERP systems already has a few decades of case studies and it is necessary to raise the implementation processes to a whole different level, which enhances the capabilities of the implementation team, improving the conditions of implementation, response times, customer satisfaction, etc. In the world of information systems, ERP systems are no longer the main focus for businesses but they are the basis of something more, supporting Customer Relationship Management (CRM), Supplier Relationship Management (SRM), Business Contact Management (BCM), and other systems. Over the years have being identified a number of critical success factors to be taken into account in implementing these systems. In that set of factors, there is one that is focused on data migration. A large number of projects fail due to the complexity of data migration between the old and new information system, in both contexts of heterogeneous or homogeneous systems. The lack of emphasis on data migration many times leads to systems that do not possess information necessary for a company to continue operating as normal. With this set of critical factors, arose the concepts of best practice implementation, which seek to provide implementation guides based on case studies results. Data migration is not an exception and there are already best practices developed to it, aiming to improve success on implementations. Best practices for data migration take into account some of the key points for success: accelerate implementation processes; improve processing; identity and validity of the data. In this master thesis it is presented a case study where was used new tools and were applied concepts of innovation and best practices in data migration through a scenario that is a core part of an ERP implementation project in a complex business.
The implementation of ERP (Enterprise Resource Planning) systems became in last years increasingly targeted by research, in order to seek improvements that encourage its acquisition and make the process much easy from the initiation until the “going-live” phase. The implementation of ERP systems already has a few decades of case studies and it is necessary to raise the implementation processes to a whole different level, which enhances the capabilities of the implementation team, improving the conditions of implementation, response times, customer satisfaction, etc. In the world of information systems, ERP systems are no longer the main focus for businesses but they are the basis of something more, supporting Customer Relationship Management (CRM), Supplier Relationship Management (SRM), Business Contact Management (BCM), and other systems. Over the years have being identified a number of critical success factors to be taken into account in implementing these systems. In that set of factors, there is one that is focused on data migration. A large number of projects fail due to the complexity of data migration between the old and new information system, in both contexts of heterogeneous or homogeneous systems. The lack of emphasis on data migration many times leads to systems that do not possess information necessary for a company to continue operating as normal. With this set of critical factors, arose the concepts of best practice implementation, which seek to provide implementation guides based on case studies results. Data migration is not an exception and there are already best practices developed to it, aiming to improve success on implementations. Best practices for data migration take into account some of the key points for success: accelerate implementation processes; improve processing; identity and validity of the data. In this master thesis it is presented a case study where was used new tools and were applied concepts of innovation and best practices in data migration through a scenario that is a core part of an ERP implementation project in a complex business.
Descrição
Dissertação de Mestrado em Tecnologias da Informação e Comunicação
Palavras-chave
Sistemas de informação , Inovação , Implementação de ERP , Migração de dados