![]() Consider whether the data migration will interfere with normal business operations, or contribute to downtime. Plan out the resources you’ll need to use during the migration and put a realistic budget in place.Ĭonduct an advanced analysis of both the source and target system, and write out a flexible timeline for the project. Once you have an understanding of the data being moved, define the scope of the data migration plan. ![]() Planning for the size and scope of the project Remember, it’s the process that’s important. Tip: Choose a method you are comfortable with, whether that’s a spreadsheet or whiteboard. This pre-planning step can save you from making a critical error during the actual migration process. During this pre-planning process, you may spot potential risks that you’ll need to plan for prior to the move, or realize that certain security measures must be taken as you migrate specific data. By identifying this information, you’ll be armed with knowledge going into the project. Identify the data format, location, and sensitivityīefore you begin the data migration process, identify what data you’re migrating, what format it’s currently in, where it lives, and what format it should be in post-migration. Below we outline seven steps to a successful data migration.ġ. Without one, there’s a high risk that, during the process of transferring your data between systems and formats, you’ll wind up with costly downtime, corrupted, lost, and misplaced files, compatibility issues and more.Ī detailed data migration plan is the essential first step in a successful data migration project to select, prepare, extract, transform and transfer data of the correct form and quality. If you’re preparing to replace or upgrade servers, conduct server maintenance, or relocate to a data center, following a data migration plan can streamline the process.
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