Getting Started with SAP BusinessObjects Data Migration to an SAP CRM System

  • by Frank Densborn, Product Manager, Packaged Solutions, SAP
  • Ginger Gatling, Solution Management, Enterprise Information Management, SAP Labs
  • March 16, 2012
Data migration is a major task, and crucial for a successful SAP CRM implementation. Learn about using SAP BusinessObjects Data Migration to move your data into SAP CRM, ensuring that it can be trusted by users and is ready for business process execution.
Key Concept
Enterprise Information Management (EIM) is the discipline of managing, governing, and describing your information assets throughout their life cycle. Data migration is a typical entry point to EIM since it requires an assessment of your current information assets as well as transforming your information for use in a new application. This article focuses on the data migration aspects of EIM as they relate to an SAP CRM implementation.

Data migration projects are relevant for all companies that need to move data from one application to another. This includes companies that are: 

  • Implementing a new SAP CRM system while replacing a legacy one
  • Acquiring or merging with other companies
  • Expanding into new lines of business
  • Initiating green IT projects to reduce hardware and system environmental and dollar costs
  • Harmonizing data and processes across organizational boundaries
  • Conducting a global CRM rollout
  • Performing a major upgrade of an SAP CRM system, replacing and integrating non-SAP source applications

Planning for a data migration project is a major task. Migration projects are risky. If not done correctly, they can cause a myriad of issues, including delayed production go-live, poor data quality that prevents core business processing, and poor user adoption of the new or upgraded SAP CRM system. Cleansing, transforming, and loading data into a new SAP CRM application can seem like a daunting task.

Add to that task the following common questions:

  • How much of my data and related content do I take?
  • Is my data ready to be migrated?
  • What do I do with the legacy application after the migration?
  • How long do I need to keep the data in the new application?
  • How do I handle contracts and documents related to my data?

We’ll focus on the data migration process from the connection to the legacy system until the final data load to an SAP CRM system. For this purpose, we use the SAP BusinessObjects Data Services platform, which is part of SAP’s solutions for enterprise information management (EIM). Thanks to the pre-delivered content of the SAP Rapid Deployment solutions (RDS) and SAP Best Practices packages, the software product provides an out-of-the box solution for rapid data migration to an SAP CRM system. The RDS data migration package helps you migrate legacy data — such as supporting leads, opportunities, campaign management, interaction center services, and sales management — to SAP CRM. SAP RDS packages come with data migration tools and new SAP CRM packaged content.

Note
SAP Best Practices and Rapid Data Migration are similar offerings for data migration. For the remainder of this article RDS is used. It represents both SAP Best Practices and Rapid Data Migration packages.

Frank Densborn

Frank Densborn is a product manager for packaged solutions at SAP. He is working in the technology area focusing on EIM, data migration, and cloud integration – specializing in SAP S/4HANA migration. He joined SAP in 2004 and has held various roles in development, education, support, and product management. You can view his profile at http://www.linkedin.com/in/frankdensborn. 

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Ginger Gatling

Ginger Gatling works in solution management covering information management topics, focused on data migration. Prior to this, she covered business process management topics (including SAP Business Workflow, Universal Worklist, and SAP NetWeaver Business Process Management), integration topics (SAP NetWeaver Process Integration), and other SAP NetWeaver topics. She coauthored the second edition of Practical Workflow for SAP and has delivered a series of workshops on workflow for SAPinsider.

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