Data Migration is often the most overlooked & underestimated aspect of any migration project. Source and target systems will typically have different field types and formats along with different business logic that makes any Data Migration a complex task. Some key things to remember around Data Migrations are:

• Source Data usually is not as clean as we think.
• Garbage In, Garbage Out-If we migrate unclean data, our new CRM platform will start out with the same unclean data!
• Data Migration requires patience and a very detailed approach.
• Data migrated correctly to the new CRM plays a big role in user adaption!
• Data Integrity must be preserved as part of the migration-Every single row of data should be accounted for.

Data Migration Philosophy

Our team follows a rigorous Data Migration philosophy to ensure every data migration is successful & reliable. The flow chart below provides the key steps in this process.

• Extraction of data from one or more sources
• Converting/merging data from multiple sources into single data warehouse
• Transforming, filtering, applying business rules on data which is acceptable by target systems
• Loading & verifying the actual data

Technologies used: SSIS, Scribe Insight, Scribe Online

Methodology