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Data Migration Strategy

A data migration strategy defines the approach to migrating data  from existing systems (or created newly) into the target application. It includes a list of tools that will be used, how many load cycles will be executed and how the data will be validated and audited. 

Find out more

Breakdown

Scope

Guiding Principles & Assumptions

Guiding Principles & Assumptions

It's important to document the activities that are both in scope and out of scope so that deliverables can be monitored. It is also important to list the Systems that are in and out of scope.

Guiding Principles & Assumptions

Guiding Principles & Assumptions

Guiding Principles & Assumptions

Plan as many test loads as possible and ensure the first test load does not support a testing cycle. Engage business resources are engaged as early as possible and ensure they understand the Business Owns The Data.  Assume the target design will be late and/or incomplete and document these before you start the test load.








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Validation & Reconciliation

Guiding Principles & Assumptions

Validation & Reconciliation

One of the most important elements of data migration is to validate the data that has been loaded and also document how (and who) will reconcile and approve financial values. This needs to be  compliant with any audit requirements. 

Data Cleansing

Dependencies & Planning

Validation & Reconciliation

Cleansing is a core activity required to support data migration to enable the data to load successfully but also to ensure the business operates correctly. You need to assess your legacy quality as early in the project as possible as it is a resource hungry and time consuming activity needing business support.

Risks

Dependencies & Planning

Dependencies & Planning

Data faces risks as well as creating them due to the number of dependencies data has on other workstreams as well as other workstreams depending on data.

While these are all important risks that need to be managed during the project lifecycle, the most important risks to manage are those that could adversely impact your business at go live. Wrong or incomplete data can adversely impact your business.

Dependencies & Planning

Dependencies & Planning

Dependencies & Planning

Data has more dependencies than any other workstream yet is always on the critical path. They include the target design, environments, business data delivery, cleansing, user training and more besides. The data plan not only needs to align to the project plan but also with other workstream plans with all dependencies clearly documented.

Frequently Asked Questions

Please reach out to Porsura if you need more details

In order for Porsura to help shape the best data strategy it is important that we engage with the right business leaders and subject matter experts.  Our consultants typically engage with the following job roles:- Senior Data Stewards, Data Owners, Global Process Owners, Data Architect, CDO / CDAO, CIO, Programme Director, Data Migration Lead, Internal Controls / Governance Lead.


The more information that can be provided to our consultants will help achieve a strategy document that adds values and future proofed. Our consultants typically review:- Data Office Strategy, ERP Approach, Audit Controls / Process and Architectural Design, Patterns & Principles.


Data Migration Strategy Document

Data Reconciliation Approach Document


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