Overview
Migrating from Global Shop Solutions (GSS) to Fulcrum focuses on preserving the core operational data manufacturers rely on to define processes, plan production, and manage orders. Fulcrum translates GSS routing-driven workflows into a more flexible, real-time operating system while maintaining continuity across planning, execution, and purchasing.
Data Extraction Method
Global Shop has built-in export capabilities — data can be pushed to Excel or Crystal Reports, and the system has ODBC connectivity. The customer (or their GSS consultant) can run exports of the tables you care about — customers, parts, BOMs, routings, open orders, inventory, vendors, GL history, etc. — straight to CSV or Excel.
Commonly Migrated Data
Bills of Materials (Assembly Structure)
Routings / Operations
Items & Assembly Data (Finished Goods, Hardware, Other Purchased Components)
Inventory & Inventory Locations
Customer & Vendors *
Sales Pricing & Current Vendor Pricing
Collaborative Expectations:
Data migration is a partnership. While Fulcrum assists with extracting and formatting the data, we rely on your team’s expertise to translate, clean, and sort through unnecessary data that will clutter the system. Use this as an opportunity to reset and start Fulcrum with clean, accurate data.
* Note: Customer and Vendor exports from Accounting systems typically are preferred as it will be critical that these records match with your customer and vendor data within Fulcrum.
Environments
Sandbox Sites
Available upon request for testing data imports without consequences.
Production Resets
Data entered into your primary Fulcrum site can be wiped or reset as often as needed up until Go-Live. This allows us to iterate and perfect your setup.
Requirements
IT Coordination
Set a plan with your IT team or technical lead to gather this information before your kickoff meeting.
Time Commitment
Please expect this to require at least 2 hours per week from your Data Lead / SME to ensure accuracy during Implementation Phase 2: Build.
Known Nuances & Watch-Outs
- Global Shop allows significant customization, which may require mapping
- Part descriptions often contain embedded dimensional data that benefits from restructuring
- Legacy routing steps may exist and should be reviewed during migration