Redesign & Data Migration for ERPNext

@EightVeer

Hi there, We can support this as a phased ERPNext engagement focused on clean migration, tighter role-based access, and practical workspaces that guide users to the next action. Our approach would be to first confirm the source data, target modules, permission model, and reporting needs, then implement the migration and refine the dashboards and workflow logic against real user roles. We have experience working with business systems where visibility, segregation of data, and task flow are critical. We would also keep testing tied to your day-to-day operations so the setup remains usable, not just technically complete. If helpful, we can start by outlining the scope and priorities inside Freelancer messages and then proceed from there. Best Regards, 8veer

@manoval09

# Proposal: ERPNext Data Migration & Custom Role-Based Dashboards Hello, I'm an experienced automation specialist with a proven track record in **enterprise data migrations** and **custom backend development** — exactly what your ERPNext project requires. ## What I'll Deliver ✓ **Clean data migration** — Complete audit, mapping, and verification to ensure zero data loss ✓ **Role-specific action dashboards** — Custom Frappe dashboards tailored to each user role with real-time metrics ✓ **Minimal disruption** — Staged migration approach to protect your live operations ## Why I'm the Right Fit I've handled complex **database migrations** and **custom API integrations**, with deep experience in **Python automation** and **backend systems**. I understand ERPNext's architecture and can build production-ready custom modules without introducing technical debt. ## Realistic Approach The $1500 budget is tight for the full scope. I recommend we **clarify priorities upfront**: - Migration volume (# of records, modules involved) - Number of dashboards & complexity - Timeline constraints This prevents scope creep and ensures transparency. ## Timeline & Next Steps **Clarification call:** 1-2 days (scope definition) **Execution:** 2-3 weeks (depending on data volume) Let's schedule a quick call to review your exact requirements and I'll provide a detailed breakdown. **Ready to move forward?** — Petrovich

@Sadiyasyeda24

Hi, I have read your description and I understand what you are expecting. I am an expert with 4 years of experience in Software Development, Data Visualization. Check my profile for portfolio and reviews. Let's connect in chat to discuss more. Warm regards, Syeda Tahreem

@ttobio69

Dear Client, I have read your requirements carefully, and I understand you need two things done right: a clean ERPNext data migration with strict RBAC/user permissions, and custom role-based action dashboards that tell each team exactly what is happening now and what to do next. I have already built several similar dashboard, workflow, and business-system projects before, and I’m confident handling structured admin-heavy platforms like this. The best solution is to first migrate and map the legacy data safely, then rebuild the user experience around custom Workspaces, reports, assignment logic, notifications, and role-specific visibility in ERPNext/Frappe. I’ll make the system more proactive, less noisy, and much harder for tasks to disappear into the usual ERP black hole. I’m new on Freelancer, but I bring 8+ years of experience and senior-level development skills. Cost: ₹6500 fixed | Timeline: within 2 days Best regards, Oluwatobi Okedairo

@khushkit1812

Hi, I understand you need to transform your ERPNext from a static setup into a proactive, role-specific system with custom dashboards and proper data migration. What I bring: - Full-stack developer with experience in ERP systems, custom dashboards, and data migration. - Proficient in Python/JavaScript (ERPNext's core), with strong database and API skills. - Experience building role-based "Action" dashboards with real-time widgets and data-driven insights. My approach: 1. Audit current ERPNext setup and identify access control gaps. 2. Design role-specific dashboards with actionable widgets (pending tasks, alerts, KPIs). 3. Implement proper RBAC so each user sees only what they need. 4. Migrate data cleanly with validation and rollback capability. 5. Test, document, and hand over with clear deployment notes. Can start immediately and deliver within a week. Let's discuss your specific requirements!

@SchoolERPExpert

I have already built a complete School ERP system with dashboards, role-based access, and real-time analytics.

@TrizenixTech

We have done a lot of Data migration projects in ERPNext with both Data Import Tool and also python script based for complex logics. We can handle your legacy data from source systems or excel sheet. and also setup your roles using Role permission managers, and also write complex python business server logic for your workflow automation like events triggers etc in ERPnext. We can deliver this in 7 days once the requirement document created by us signed off from you