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The migration everyone knows you need, but no one’s executing

Production teams are still working off spreadsheets. Procurement is juggling disconnected systems. Finance has to chase down reports that should be automatic. Everyone agrees the legacy ERP system is holding things back–and has been for years.

But when migration comes up, momentum dies. It’s too complex, too risky, too disruptive to daily operations. The last attempt ran long and delivered little. So the system stays, the problems grow, and execution stalls.

This guide is for executive teams who can’t afford another delay. It breaks down how to run an ERP migration that works–fast, structured, and grounded in the realities of manufacturing.

When a migration stalls: why interim operator leadership wins

ERP migrations lose steam when no one truly owns them. Internal teams are juggling too much–daily operations, cost pressures, vendor firefighting. Everyone’s involved, but no one’s accountable.

An interim ERP lead fixes that. They’re not there to consult. They’re there to run the play. With no internal baggage or distractions, they align the work, clear the roadblocks, and keep the rollout moving–fast.

That’s the difference: focused execution, not another layer of oversight.

The Five Phases That Make ERP Work in Manufacturing

A successful ERP migration isn’t just about picking the right system–it’s about structuring the rollout so it delivers value without disrupting your operations. These five phases focus on doing exactly that, from planning to final handover.

Phase 1: Strategy & Business Case

Every solid ERP rollout starts with clarity. What are you trying to fix? What’s the business value?

In manufacturing, that usually means one or more of the following:

• Poor traceability or batch tracking
• Delays in production scheduling
• Manual handoffs between finance and operations
• Difficulty scaling or meeting compliance needs

The interim ERP lead translates these into value drivers and chooses the right migration path–whether it’s a clean cloud move, a major upgrade, or a targeted consolidation.

Stakeholders from operations, procurement, finance, and compliance are brought in immediately—not just to sign off, but to shape the plan. Waiting to involve them means paying for it later in missed requirements and adoption delays.

CE Interim places experienced ERP leaders early—often within days—to lock down business case, scope, and governance before momentum slips.

Phase 2: Data Readiness & Validation

No ERP system performs well with bad data. And in manufacturing, bad data isn’t just an inconvenience—it can shut down production.

The interim lead runs a focused data prep cycle:

Assess

• Audit existing data sources
• Flag duplicates, gaps, and legacy issues

Cleanse & Map

• Standardize SKUs, vendors, routings, and units
• Retire outdated codes and irrelevant data

Validate

• Pilot test data in a sandbox environment
• Reconcile live records across production, finance, and procurement
• Get user sign-off—not just technical sign-off

This is where many projects underestimate the time required. The interim lead makes data readiness a workstream with its own timeline, owners, and milestones.

Phase 3: Phased Rollout & Operational Alignment

A single go-live date is risky in manufacturing. Instead, interim-led projects break it into manageable phases that protect the business.

A smart phased rollout looks like this:

✅ Start small – one plant, one region, or one product line

✅ Run parallel – old and new systems side by side to stress-test performance

✅ Align with cycles – schedule cutovers outside of peak production windows

✅ Train in context – bring users into real environments, not theoretical ones

Throughout each phase, the interim lead stays embedded with ops–not sitting in a project office. That tight alignment prevents surprises and builds trust across the shop floor.

During rollout, CE Interim’s embedded specialists lead from within the team–ensuring each phase lands clean, on time, and with no fallout downstream.

Phase 4: Testing, Automation & AI Tools

Modern ERP rollouts benefit from lightweight automation and intelligent tooling—but only when applied practically.

Here’s what the interim lead deploys to reduce friction and speed up delivery:

• Process mining → maps actual workflows, not what’s on paper
• RPA bots → automate repetitive tasks like data cleansing and PO creation
• Validation dashboards → flag real-time mismatches during cutover
• Sandbox environments → allow users to experiment safely

These tools don’t delay the project—they de-risk it. But they only work when focused on execution, not abstract digital transformation goals.

Phase 5: Governance, Training & Handover

After rollout, the work isn’t over. What happens next determines whether the new ERP sticks or unravels.

The interim lead drives final stabilization across three fronts:

Governance:

Assign process owners. Define escalation paths. Lock in decision rights.

Training:

Deliver role-based training—hands-on, not just slide decks. Reinforce learning with floor support during real tasks.

Handover:

Create a 90-day transition plan, with clear documentation, success metrics, and operational ownership.

CE Interim supports this final phase with partner-led handovers, ensuring the rollout doesn’t just finish—but sustains.

Guardrails — Migration without chaos

Speed without structure leads to ERP disasters. A seasoned interim lead puts guardrails in place from day one—protecting progress without slowing it down.

What that looks like:

✔ Phased validation
Test each step using real data and frontline users.

✔ Rollback readiness
Every go-live has a fallback plan—pre-approved and executable.

✔ Daily syncs
Direct comms between ops, IT, and finance to flag issues early.

✔ Production safety nets
Old systems stay on standby until the new one proves stable.

This isn’t bureaucracy—it’s risk management that keeps ERP moving without breaking the business.

Tools that help now

A few tools can save months of headaches if deployed early:

• Staging environments to test real transactions
• Automated validation dashboards to catch data mismatches
• Sandbox systems for users to try new workflows without fear
• Change tracking logs to flag who changed what, and when
• Live status boards to keep leadership aligned during rollout

Most of these can be stood up in days–not weeks–and they make the migration far less painful.

Execution over ambition

Manufacturing companies don’t need more ERP ambition–they need ERP execution. If internal efforts stall or slow down, an interim leader can come in and get things back on track.

No long runway, no distractions. Just results.

CE Interim specializes in placing ERP transformation leaders who deliver under pressure. Whether you’re starting from zero or salvaging a struggling rollout, our operators get the job done–fast, aligned, and ready for handover.