
How to Move Your Manufacturing ERP to the Cloud in 9 Steps
9 Steps to Migrate Manufacturing ERP to the Cloud
Ready to move your manufacturing ERP to the cloud? Discover 9 simple steps that make the transition smooth, secure, and future-ready for your future dominance as a competitive and profitable manufacturer.

As manufacturers look to stay competitive and future-proof their operations, migrating to the cloud is becoming a strategic necessity. Moving your manufacturing ERP to the cloud is all about what your new infrastructure doesn’t do: limit how you run your business.
What You Will Learn Here
- How to assess your current ERP environment and plan for future needs
- How to create a cloud migration strategy
- The importance of backing up your data before migrating
- Syncing user accounts and licenses for smooth transitions
- How to test your new cloud environment
- Why testing connectivity and functionality matters
- How to schedule your cutover date for minimal disruption
- How to know your data is safe with cloud backups and disaster recovery
- What it means to go live with your cloud-hosted ERP system
- The benefits of cloud operations for your manufacturing business
1. Assess Your Current Environment and Plan for Cloud Migration
Before you even think about migrating an enterprise resource planning system like Epicor Kinetic, take a moment to assess your current infrastructure. What are your pain points? What’s working well, and what’s holding you back? And equally important—what are your future growth goals? By understanding both where you are and where you want to go, you can ensure the cloud environment you migrate to can scale with you.
2. Create a Cloud Migration Strategy for Your Manufacturing ERP
Now that you’ve assessed your current needs, it’s time to plan your manufacturing ERP migration strategy. This isn’t just about setting a timeline, it’s about understanding exactly what needs to be done and who’s responsible for each step. A thoughtful plan minimizes risk and ensures that your migration is completed on time and with as little disruption as possible.
3. Back Up Your ERP Data (Crucial Before Migration)
Data is the lifeblood of your business, and migrating your ERP system to the cloud shouldn’t come at the risk of losing it. Before making any major changes, back up your entire manufacturing operation database. This is your safety net, ensuring that should anything go wrong during the transition, you have a secure copy of your critical business data.
4. Sync User Accounts and Licenses for a Smooth Migration
Once your database is secure, it’s time to sync user names, licenses, and configurations. This is crucial for ensuring that your users will have the same access and functionality in the cloud as they had before. Syncing these elements will help avoid disruptions and ensure a smooth user experience after your manufacturing operations are in the cloud environment.
5. Test Your Cloud ERP Environment Before Going Live
It’s time to test your new cloud setup. Setting up a test environment in the cloud is one of the best ways to ensure that everything works as expected before the final cutover. Simulating your everyday operations lets you spot any potential issues and correct them before going live.
6. Test for Access and Functionality for Manufacturing in the Cloud
Testing doesn’t stop after the first phase. The second round focuses on critical areas like user access, connectivity, and the overall functionality of your manufacturing ERP system in the cloud. It’s essential to verify that your system is performing at the right speed and reliability to support your day-to-day business needs. When you look deeply into the process of how to move your manufacturing ERP to the cloud, you’ll see that good testing can ensure that you’ll maximize your return on investment (ROI) for both the ERP software and its deployment model.
7. Select the Perfect Cutover Date for Your ERP Migration
With the heavy testing behind you, it’s time to schedule your cutover date for moving your ERP to the cloud. Work with your team to identify the best time for this transition. Choose a time that offers the least disruption to your daily operations. With careful planning, you can make sure your cloud migration happens without operational disruption and on schedule.
8. Proactively Protect Manufacturing Data with Cloud Backups and Disaster Recovery
Even after testing, it’s essential to take one more step to safeguard your data. Backup your data to the cloud before the final migration to know for sure that everything is secure and recoverable. If something unexpected happens, your business can continue running without major disruptions.
9. Go Live: And Teach Others How to Move Your Manufacturing ERP to the Cloud (Successfully!)
Now, it’s time to go live with your new private or hybrid cloud. Your Epicor Kinetic ERP software, or other manufacturing ERP system, will now run in a secure cloud environment tailored to your industry and to your unique manufacturing operational strategy. Whether you’ve opted for a private or hybrid cloud, this is the time to experience the tremendous benefits of scalability, flexibility, and enhanced security. No hardware costs attached. It’s also time to recommend this way of deploying ERP to your friends.
The Result: Cloud Operations Made for Manufacturers
By migrating your ERP system to the cloud, you’re setting your manufacturing operations up for long-term success. Cloud environments offer unmatched flexibility, scalability, and security. These are key ingredients for future-proofing your business. Plus, with 24/7 support and robust disaster recovery, you can focus on what you do best: running your business, not managing infrastructure.
Ready to learn how to move your manufacturing ERP to the cloud? Sign up for a free demo today!
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