India Equity Research

Wednesday, February 17, 2016

Effective Testing Strategy in Data Migration

The success of the migration project depends on proper planning, strategy, approach and testing techniques.

The following steps for successful implementation of the migration program.

§ Analyze the business requirements
§ Prepare the migration test plan/strategy
§ Prepare environment equal to production.
§ Identify success and failure conditions and also the application interface requirements
§ End-to-end migration plan for data verification and validation
§ Compliance with Data acceptance criteria
§ Post-production support to eliminate any issues that may occur during system go live

Pre-requisite Before migration
§ The organisation must look for the expertise in the migration area so that he can provide better guidance for the migration process. The data migration project involves specialized skills, tools and resources. But sometimes the resources identified for the migration project may not have the essential knowledge to carry out the migration program.
§ All stakeholders must be informed in advance of the migration project so that they are well known about the time period of the migration process, the duration the old system will not be in use, and benefits accrued through migration of the legacy system into the new application.
§ Ratify the working condition of old systems and address the issues found during migration.
§ Ensure that the backup of the old environment or system is taken so that if the migration fails, the data can be reloaded or migrated again.

During migration
§ Always be interactive to all the end users and stakeholders when the migration process is in progress.
§ No change in environments during migration trial runs. Backup environment should be available.
§ Risks should be documents with mitigation actions.
§ Compliance to the agreed entry – exit criteria.

After migration
§ All failed items should be reviewed, migrated and RCA to ensure why they failed to migrate.

§ All stakeholders should be informed about the expected time when the new system will come into existence. 


Slno Category Parameter
1 Technical Lack of agreement on system of record, data definitions, standards, transformations, conversion methods, etc.
2 Technical Data migration tool(s) not well defined or settled
3 Technical Hardware sizing and data volume are inconsistent
4 Technical Requiring historical data conversion (rather than using legacy systems for historical purposes)
5 Technical Multiple legacy sources of data for single master record loads.
6 Technical Data gaps – no corresponding data record for conversion
7 Technical Different data structures between legacy systems.  For example may have structured hierarchies and the source data may not.
8 Technical Poor data quality – errors, duplicates, inconsistent use of fields
9 Management Improper estimates of data migration effort and activities
10 Management Client side skills gaps on data migration
11 Management Deferring data corrections until after go-live
12 Management Knowledge of and access to data sources
13 Management Insufficient or incorrect change control processes
14 Management Insufficient participation from key functional project team members (client and consulting)
15 Management Improper management of dependencies between functional areas or modules. 
16 Business Identifying legacy and other data sources
17 Business Cleaning or scrubbing the data
18 Business Ensuring the converted data meets business processing requirements
19 Business Defining sufficient test plans to validate data is properly converted
20 Business Provide sufficiently skilled employees to work the data
21 Business Make as many data corrections as possible in legacy systems before conversion
22 Business Ensure there are sufficient hardware resources available for meaningful data conversion tests

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