Step 1 Step 2

Analysis

Identify Source and Target systems Have the systems been in production for a period of time? Define any validation rules for data extraction and data load (ie only extract open or active records, all data since 2008) Define error handling (what to do if fields fail, ie fail the entire record or process partial records) Define record ownership in target system(s) Document testing approach (especially relevant if you only have production systems and no sandbox environments) Document stakeholders and system owners Identify key risks Define success criteria

Step 3

Data review

Document data sources, versions, locations, accessibility Identify customizations in source systems, do these customizations have to be replicated in the target system Do you have specific data validation rules in the source system that do not exist out of the box in the target system? Define objects and fields to be migrated Size of the data to be migrated Extraction process, tools and resulting format If you are going to do multiple data extractions, can you easily extract data deltas, ie extract for different time periods? Data relationship and dependencies o determine the order of migration Data quality, document any data cleansing and de-duplication required, determine if there needs to be an intermediary data store to make data cleansing easier Data mapping and data transformation Data load estimate

Step 4

Business and Operational constraints

Step 5 Document any business constraints (especially if you are dealing with production systems) Rollback impact Communication plan Impact to any support processes Change control Resource availability for source and target systems

Pre-migration test

Step 6

Pre-migration test with sample data Adjust time lines and tasks based on test

Pulling it all together

Document:

Migration checklist Success criteria Time required and tasks for: o Data extract o Data cleansing o Data mapping and transformation o Data load (Calculate the time involved to migrate the data including any testing and fall back contingencies you need) Customizations or changes required for target system Rollback plan o Contingencies and rollback activities Key activities and owners Communication plan