What will be done?
Dxrms consultants will work to collect facts about your needs, document what and how migration will be performed, build migration scripts if necessary, and perform the 'cutover' migration.
The following are key topics in our data migration projects.
We determine sizing based on the number of records, number of source data sets, number of types of records, and complexity.
Based on requirements and budget we look to fit the right technology to the project which may include: manual, import wizard, excel re-import, Scribe, bulk import, custom coding
Our consultations or follow-up work sessions are designed to identify business needs and limitations, determine quality needs, sucess measurement, and current status.
Regardless of size resourcing, scheduling, budgeting, and logistics are all necessary - smaller projects just mean these can all be decided on in minutes rather than hours or over days.
Frequently there is a need to improve the quality of pre-imported data or at least message it so the values map well with the target fields in CRM.
Document the mapping rules for merging data types, de-duplicating, prioritizing, field mapping, transformations.
Frequently required, our consultants will build scripts that will migrate and transform the source data.
A collaborative effort that includes piloting, execution, testing, and validation.
How will we do it?
Dxrms uses proven project methodology for its data migration projects. See our Projects page for an overview of the key stages.
1. Contact dxrms for an initial free consultation.
2. If sizing is small then a written estimate will be provided; if not, then a Discovery stage meeting will first be required to identify required details.
3. Once signed, for small size projects, logistics will be discussed including remote access after which requirements and mappings will be documented; for larger projects, project office details will be first discussed.