Well-planned data migration is an important step in implementing new technologies like Workbench since it will provide a foundation for everything that follows.
The data migration process requires careful preparation and planning since it carries the risk of losing or corrupting data, especially when consolidating and standardising information from a variety of different applications. With that in mind, what do you need to know about migrating data to a business system? Here are three steps for doing it right:
Understand what you are migrating.
Data migration is a demanding task. You must first determine what you are migrating and how it will fit into the target system. A customer would generally be expected to provide an employee list, including employee classes and rates, as well as an equipment list, groups, classes and rates for a system like Workbench. You must determine how much data is being transmitted and what the data looks like. There may be many fields in your data that don't need to be mapped to the destination system. Workbench provides a number of templates to assist clients with importing data and resolving any problems that may emerge. You may also have missing data fields in the source, which will necessitate locating data elsewhere to fill up the gaps. Before migrating, it's always a good idea to review the data. You'll save time and money by avoiding data errors this way. You also won't have to be concerned about data flaws.
Before migrating your data, clean it up. Data migration is a complicated procedure that should not be undertaken lightly. You must ensure that your data is as clean as possible and that it is ready to migrate. Formatting, eliminating duplicate entries, and correcting errors are all part of the process.
The migration process can quickly devolve into a fiasco if you're not attentive. More errors are likely to occur, resulting in data loss and additional work for personnel to rectify later. The best approach to avoid this is to take a step back and tidy up the data before starting the move.
Post Migration Audit
What assurance do you have that the data you've transferred is correct now that it's been migrated? It's crucial to double-check information with important stakeholders to ensure that it's been properly transferred and recorded. It can be carried out as a spot check or as a full audit, depending on how much risk you can afford.
Please let us know if you require assistance. It's time to give your data a real home using Workbench.