In addition to deactivating suppliers and customers, the Council also wants to use More4apps’ Wizards to correct and standardize details against their customers and suppliers before migrating master data to the Cloud. This cleansing project is still in progress for the Customer master data.
“When you have 100,000 customers or suppliers with address details to review, it’s much easier to do that using the spreadsheets provided by More4apps than it would be to do it in the application, one record at a time.
You can copy and paste and use standard Excel functions against the data, like vlookups in the spreadsheet to analyze it much quicker than you could through the front end of the application.”
For the Council, it was important to make the tool as easy to use as possible as it would be the end-user that was inputting and amending the data. The idea that this could be done in the familiar environment of a spreadsheet made sense as end users are responsible for cleansing all customers and suppliers prior to the migration. Here are a few examples of what they are currently using More4apps Wizards for:
- Customer and Supplier Address details: Making sure the address details are mapped to the correct fields (city in the city field for instance).
- Supplier tax reference numbers: They realized recently that Oracle is expecting a specific format for this field on the Cloud. They updated supplier tax reference numbers, so they all have the correct format for the Cloud.
- Remittance advice delivery method: They use More4apps custom query to retrieve all customers with an email address, then update the field ‘Remittance advice delivery method’ to “Email” for all suppliers with an email address.
- Customer profile class: They are changing the names on the Cloud so they are updating the customer classes before migration.
The team is convinced that More4apps is helping them speed up their migration to the Cloud while mitigating the risks, as Scott mentioned “We are moving less data and cleaner data.”
The only regret for Ringo, who is about to retire, is that he hadn’t encountered this tool earlier in his career!