Data Driven Marketing & Sales
Questions? (877) 332-4923
CONTACT US

Data Migration Process

We have an 8 step approach to data migration from data audit to quality check after migration. While it is a guide, we will identify the necessary steps for your business. 

  1. Match current data to new system’s data hierarchy. We create a data map between the two data sources, which is crucial to ensure all data is migrated. After fields are mapped, we identify and correct formatting issues that need to be updated and highlight any data that cannot move over.
  2. Create custom fields to ensure all data is migrated. It is common to have custom fields in your system. We determine the best way to migrate this data to its new home. We customize your new platform to ensure no data is lost by creating new fields in the correct format.
  3. Data Clean-Up. Prior to migrating data, it is critical to address duplicates, especially when merging multiple data source. We also clean up data formatting issues. For example, if one system has a binary field of “True/False” and the new system uses “1/0”, it is important to manipulate your data to match new format. Additional services can include: data augmentation and verification, normalization strategies, and ongoing best practices to maintain a clean dataset.
  4. Establish data migration priority. Before we start any migration, we set parameters around the hierarchy of importance. By splitting your data into areas of importance, we are able to ensure the most critical information migrates first, safely, and accurately. At the same time, we can remain cognizant of any capacity issues with the new system. 
  5. Quality Control. We verify that all data that was established as migration priority is there, all fields are in the correct format, duplicates have been eliminated, and we have all the fields with corresponding data included in the final file. This stage is critical since it is where we commonly see issues (i.e., special characters), which we can fix before polluting your new system with bad formatting.
  6. Data migration begins. Once all prior steps are complete, then we can migrate your data. We work with several different formats including images, videos, PDF files, as well as data text (usually in CSV format). This depends on your new system requirements.
  7. Final Quality Check. Once the initial migration is complete, we conduct a final check to ensure the imported file matches what you see in your new system.
  8. Audit the original data source. We look at your data source to ensure data completeness, identify duplicates, identify format or data inconsistency, and identify any outdated records.