Data Migration Strategy

The earlier the team is engaged the more data analysis and data profiling that can be done however less detail is available to complete a detailed strategy and plan. If management require a Data Migration Strategy early then the content outlined below should be omitted. The necessary detail can be added in a later version. The Data Analysis and Data Migration Strategy are dependent on each other to complete. The strategy will determine what data should be analysed and the Data Analysis will determine which systems are the best source (ie the source of truth) for the migration so will drive the strategy's scope. As information becomes available the following information should be documented (See CSD Consulting's Data Migration Strategy Template):

  • Types of data that is required in the new solution
  • Potential Source systems from which the data could be obtained
  • Data Migration Scope
  • Data Migration Tools (Profiling, Data Migration, Data Reconciliation, Data Issue Management)
  • Data Issue Management Process
  • Data Migration Resources
  • Data Migration Stakeholders
  • Roles and Responsibilities
  • Data Testing Approach
  • Data Migration Deliverables
  • Data Migration Environments
  • Major Risks, Constraints, Dependencies, Assumptions
  • Management Reporting Approach
  • Data Cleansing Approach (in lieu of Data Cleansing Strategy)
  • Technical and Functional Data Validation Approach
  • Business Data Reconciliation Approach (in Lieu of Business Data Reconciliation Strategy)
  • Data Migration Sign-off process

The following diagram shows where information for the Data Migration Strategy will be sourced and also where information in the Data Migration Strategy will be used: