Taking a closer look at data migrations

We’ve all been there - your team has invested in a brand new tool and everyone is ready to make the change…but what happens to all of the data you’ve worked so hard to keep clean over the years? What if it’s stored in multiple locations? This is where a strong data migration process comes into place. Let’s take a deeper dive:

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What is data migration?

Essentially, data migration is moving a set of data from one system to another. This data could live in Excel spreadsheets, a project management (PM) tool, CRM, or another legacy system that has housed your data for years. The primary goal is to ensure your data gets from Point A to Point B without compromising its quality, consistency, or validity. 

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What’s the difference between data migration and system integrations?

Data migration is moving data from one system to another. System integrations are the process of syncing one system to another system so data flows seamlessly from one platform to the other. Think of data migrations as moving your office space to a completely new building - with system integrations, you would be building a bridge between two existing buildings to allow for two-way traffic to move back and forth. For more information on system integrations, check out our blog post: Breaking down integrations

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Data migration is generally a “one-time” occurrence when you’re getting ready to move to another platform. Sounds pretty easy, right? In a perfect world, yes. However, there are key factors that could determine if your migration will be complex and time-consuming or seamless:

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1. Clean data drives the success of your migration: it’s easy to have clean data in the beginning. The real test happens when you look back on all of the data you have collected over the years. How accurate is it? Is it complete enough? Or are there too many holes? Also, be sure to implement specific processes and best practices so your team builds a quality database! For example, have clearly defined roles and responsibility within the tool so you’re not duplicating efforts or data. 

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2. Strong data is accompanied by strong business processes: Having a strong understanding of sales, marketing and service processes often sets teams up for success. Having a shared understanding of business processes encourages system adoption over the long term. It’s important that teams have defined how and where they want to use their data, as well as the future state they’re striving toward. If you’re getting ready for a data migration, make sure your team is aligned and you have taken the time to not only outline your business processes, but commit to them. 

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3. A migration plan is a must-have: put thought and intention into your data migration - make sure there is a strategy in place before hitting the “go” button. One of the best ways to do this is to partner with experts who have experience with data migrations. This is especially helpful if you’re anticipating a complex data migration that involves many complex data sources. Consultants can help you formulate a plan with a defined timeline and owners and can also look at your business through an objective lens. Lastly, work systematically toward your data migration through milestones that will set you up for success.                                                                                                                                                                                                                                                                                                                                                                                           

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Not sure where to start? Our team at OrangeDot can guide you strategically and technically through your data migration step-by-step! Contact us today for a free consultation: https://www.orangedotdigital.com/contact-us