Automation Distributor Customer Story

7 Legacy Systems Migrated into 1 Unified Prophet 21 ERP

When an automation distributor found itself managing seven separate ERP systems with no unified view of operations, Conveyance Solutions stepped in to consolidate everything onto a single Prophet 21 instance in 13 months.

7 Disparate Systems Unified into P21

13-Month Timeline

1 New Go-live Every 3 Weeks

Client Overview

A leading North American distributor of automation, industrial connectivity, renewable energy, and utility infrastructure products served as a reliable solutions partner for customers in vital industries.

However, as the organization expanded through a series of acquisitions, it faced considerable obstacles due to fragmented data spread across seven different operating companies, making unified financial management, accounting, and operational visibility quite challenging.

To tackle this, Conveyance Solutions was brought in to develop a scalable, unified system. This initiative laid the groundwork for consolidated data, streamlined operations, and better financial processes.

Services Involved

  • Data Migration
  • Prophet 21 Maintenance & Optimization
  • Warehouse Optimization

The Challenge

The client’s growth left the company struggling to manage multiple databases and systems.

Key issues included:

  • Seven companies with separate ERP databases, five on different versions of Prophet 21, and two on different platforms entirely
  • Fragmented data limited financial visibility
  • Teams managed their work by logging into seven different platforms daily
  • Complex financial process customization needs
  • Extremely tight timeline, with all go-lives completed within eight months and a new go-live every three weeks
  • Cross-border requirements, including Canadian tax and currency compliance

Our Approach

Working hand in hand with the client’s leadership, Conveyance Solutions mapped out each milestone to align with fixed go-live dates. Our team worked diligently to coordinate activities, ensuring that every entity hit its targets while maintaining data accuracy and business continuity. Our approach covered:

  1. Data Migration Mapping
    Mapped legacy ERP data to close gaps in institutional knowledge.
  2. Unified Data Structure
    Implemented a consistent framework across all seven entities.
  3. Process Automation
    Automated pricing programs and business rules to ensure consistency and reduce human error.
  4. Warehousing Process Analysis
    Collaborating closely with the client’s team, we refined the warehouse layout and processes to maximize efficiency.
  5. Ongoing Risk Management
    Creating a RAID log and risk matrix to track risks and issues, with continued support months after the final go-live.

Consistent planning and coordination kept the teams aligned, so each entity launched on schedule and maintained business continuity throughout the process.

Results & Impact

The project, spanning 13 months in total, delivered immediate and lasting benefits:

  • Unified Platform
    All seven companies, including a Canadian entity, were implemented on Prophet 21 within eight months of the first go-live.
  • Financial Precision
    A/R, A/P, and inventory balanced for all seven go-lives, either to the penny or within a few dollars.
  • Increased Efficiency
    Automated accounting workflows and customized corporate reporting streamlined financial operations.
  • Operational Excellence
    Centralized warehouse bin data and refined warehouse processes boosted daily efficiency.
  • Proactive Risk Management
    Tracked and resolved risks through RAID logs and post-launch support.

By bringing together separate operations in a unified environment, the client and Conveyance Solutions built a centralized foundation for further operational improvement and growth.

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