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Data Migration Checklist for More Effective & Successful Data Migration
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Data Migration Checklist for More Effective & Successful Data Migration

Saturday April 26, 2014

Data migration involves converting data from one format to another system or newer format. However, more than 80% of data migration projects fail to achieve desired success, run late or over budget. This could heavily put your enterprise application deployment at risk and negatively affect your business operations.

It may seem that migrating data is a straightforward task, but data migration is a critical and complicated process. Therefore, to make data migration project successful, it is important for you to identify the potential risks and activities in advance. One should follow an appropriate planning of the process is crucial.

With this thought in mind, there are a few simple facets or pre-migration checklist that is typically ignored by many organizations while carrying out data migration project. Here’re a few things that one should check on to carry out data migration project successfully:

  • Check the viability of your data migration with a pre-migration impact assessment

    Before you start the migration process, it is important that you check the cost and viability of the migration process. Make sure you check all the terms, the choice of technology required and provisions for future risks.

  • Make sure you define project estimates on more precise assessment rather than on a simple guesswork.

    It is advisable to bring precise and detailed analysis of cost and resource requirements. It will be helpful when you will have short deadlines with a complicated migration and limited resources. You can easily perform a migration assessment ASAP.

  • Don’t forget to involve the business and IT communities

    It makes sense to inform the relevant data stakeholders and technical teams of their forthcoming commitments before the migration kicks off. There are numerous aspects of the migration that require business sign-off and commitment. Make sure everyone understands and agrees to what their involvement will be.

  • Ensure you’re agreed with the formal security restrictions for the data migration project 

    It is advisable that you get a formal agreement from the concerned security governance teams. Starting data migration projects without knowing any security aspects is quite unprofessional and highly risky as many organizations have lost critical data due to the same.

  • Identify key project resources and their availability

    Also, it is important you understand all the key migration tasks and dependencies and then plan to have the right kind of resources available whenever you required.

  • Work out on the optimal project delivery structure

    This is one of the most important aspects one should check before starting data migration project. You can go for any of the popular project development methodologies including Agile or waterfall design. However, it is better to choose agile as it is far more effective than a conventional waterfall model. It will help you incorporate later on changes on the go while making your data migration process more flexible. 

  • Prepare a well-defined set of job descriptions in order to help members understand their roles 

    It is important that you prepare a precise set of tasks and responsibilities for all the members involved within a data migration process. Having a clear role of each and every resource will help you plan out well for the project initiation phase.

  • Prepare right kind of training documentation and design a training plan

    Data migration is a critical process that requires a lot of tools and project support platforms to carry it out smoothly. Therefore, it is crucial that you prepare appropriate training documentation and put it prior to project inception in order to help the members understand the project’s complexity.

  • Ensure you have configuration management policy and software in place

    Typical data migration project create tons of resource materials. Profiling results, data quality issues, mapping specifications, interface specifications and so on. Make sure that you’ve a well-defined and thoroughly tested configuration management policy in place before you start data migration project.

  • Bring a secure and collaborative working environment

    Do you think your project will require 3rd parties and cross-organizational support? If the answer is yes, it is important that you use a dedicated product for managing all the communications, materials, planning and coordination on the project.

  • Have a set of data migration policy documents in place 

    There are plenty of different policies needed for a conventional data migration to run smoothly. Have all the agreed set of data migration policy documents in place before your data migration project.

Of course, this list is not exhaustive. There are a lot of activities one should perform and check before carry out a data migration project. However, the checklist discussed here includes all the basic aspects that may help you carry out your data migration project successfully.

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