SalesE Trace / Whitepaper

Legacy ERP Characterization

A Structured Framework for Documenting, De-risking, and Modernizing Around Legacy ERP Systems

By Joshua Bone, Chief Technical Officer, and Carl Hewitt, Technology Architect, SalesE

Decades of business logic live inside legacy ERP systems, often understood by only a few people. This whitepaper lays out the SalesE Legacy Intelligence Framework: how to capture everything your system does, prove it with testing, and choose your path forward with confidence.

What's inside

  • Characterize: documenting every input, output, business rule, and calculation
  • Validate: testing live behavior to surface undocumented logic and edge cases
  • Map: building a complete map of processes, dependencies, and data flows
  • Transition: choosing to modernize, migrate, convert, or operate with a less specialized team
  • How to remove single-person dependency before a key developer retires
Cover of the Legacy ERP Characterization whitepaper

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See the framework in action.

Tomar Electronics used this approach to turn a 3-million-line COBOL system into structured documentation, training, and a path to automation.