Migration and onboarding
Migration and onboarding
Prepare data migration, compare results and organise cutover with the teams involved.
A five-stage method.
Preparing data and control criteria supports cutover decisions with a shared understanding of the results.
Audit
Inventory data, systems and constraints.
Preparation
Define mappings, checks and responsibilities.
Migration
Import data within the agreed scope.
Testing
Compare results and address discrepancies.
Go-live
Organise cutover, approvals and follow-up.
Tools and teams alongside yours.
Tools and support are shaped around your environment, the data to migrate and the teams involved.
Migration tools
Prepare mappings and data imports.
Expert support
Connect technical choices to business constraints.
Prepared migration
Decide on the cutover scenario and relevant checks.
Training and handover
Give teams the information they need to use and monitor the service.
Track data and approvals.
Identify what needs comparing before go-live. An approval concerns an examined result and an explicit scope.
Illustrative walkthrough
Validation comes before switchover.
History and rules carry forward: the transition exposes differences before changing systems.
- Source data
- Reference
- Comparison
- Handover
- History
- Inventory
- Import
- Compare
- Switch over
- Support
Stage 2 / 5
Import
Import rules, dates and terms; retain a reference for comparison.
| Data | Check | Decision |
|---|---|---|
| Customers and services | Identifiers and relationships | Confirm scope |
| Catalogue and contracts | Rules, dates and terms | Approve migration |
| Usage and amounts | Volumes and rating differences | Review differences |
| Documents and balances | History and reconciliation | Approve switchover |
Scroll the table horizontally if needed.
Example migration tracking · illustrative data
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