DESIGN Data Analysis & Migration Plan Building the data model is one of the foundational activities of any implementation. Even if the engagement uses an Agile methodology, the baseline data model and a change control process should be established early in the engagement. Defined Outcomes Purpose ❏ Accurate Data Mapping: Ensuring all data elements from the existing The purpose of the Data Analysis & Migration Plan is to provide a system are correctly mapped to the new platform. ❏ Data Integrity: Preserving the accuracy and consistency of data throughout comprehensive strategy for assessing and transferring data from the migration process. existing systems to a new platform, ensuring data integrity, accuracy, ❏ Minimized Downtime: Reducing operational disruptions during the data and consistency throughout the process. migration. ❏ Risk Mitigation: Identifying and addressing potential risks and issues that This plan outlines the steps for analyzing current data structures, could affect the migration. ❏ Successful Data Transformation: Effectively transforming data formats and identifying potential issues, and mapping data to the new system, structures to fit the new system's requirements. ensuring that all relevant information is captured and correctly ❏ Comprehensive Data Validation: Implementing validation procedures to formatted. It includes a detailed approach for data extraction, confirm that data has been correctly and completely migrated. ❏ Stakeholder Alignment: Ensuring all stakeholders understand the migration transformation, and loading (ETL), along with validation procedures to Salesforce Adoption Dashboards process, timeline, and their roles and responsibilities. verify the successful migration of data. ❏ Quality Assurance: Establishing quality control measures to maintain high standards of data quality before, during, and after migration. Data Analysis and Migration Plan Template Best Practice Data Migration Mapping Plan Template Tools & Templates