Cadence · Stage 5

The Records Your Business Actually Runs On

Customers, vendors, items, and bills of material — cleansed, mapped, validated, and loaded.

A consultant preparing and validating legacy data ahead of an ERP migration

Why It Matters

A Clean Start, Not a Copied Mess

Cleansed Before It Moves

Duplicates, dead vendors, and discontinued items are identified and dealt with before loading, rather than carried into a system you just paid for.

AI Does the Heavy Lifting

Cleansing, mapping, and validation are AI-assisted, with exceptions flagged for consultant review instead of buried in a spreadsheet.

You Decide What Survives

We surface what is duplicated, dormant, or inconsistent. Your team decides what to keep, what to merge, and what to leave behind.

Validated Against Your Configuration

Records are checked against the structures and rules agreed in setup data and configuration planning, so they load cleanly the first time.

Included in the Subscription

Data conversion is part of your Cadence subscription, not a change order raised when the data turns out messier than expected.

How the Core Data Stage Runs

Step 1

Extract and Profile

Records are pulled from your current system and profiled to show what you actually have — record counts, duplicates, gaps, and how much is genuinely still in use.
Step 2

Cleanse and Decide

AI identifies duplicates, dormant records, and inconsistencies. Your team decides what to merge, what to archive, and what moves forward.
Step 3

Map to the New Structures

Records are mapped into the categories, accounts, and classifications agreed during setup data and configuration planning.
Step 4

Validate and Load

Records are validated against your configuration rules, corrected where needed, and loaded into the new system.
Step 5

Review and Sign Off

Your team reviews the loaded records against the source before the stage closes, so training happens on data your people recognize.
400+
Real Implementations Behind Every Data Migration
90 Days
Target Go-Live, Even With Complex Legacy Data
50%
Less Manual Data Cleanup and Re-Keying
2x
More Consultant Time Reviewing Your Data, Not Re-Entering It