Data Cataloging, Assessments, and Remediation Plans for Migration of Data to an SAP and Siebel Platform

Business Issue

As part of a company-wide systems conversion and reengineering effort, the Client needed to catalog, assess and remediate, within a five-month window, all the core ERP, CRM, Finance and Services systems data for conversion to a new instance of SAP and Siebel CRM. The client was significantly behind schedule, and lacked resources and expertise to execute a previously-defined data readiness process.

Solution

Bardess teamed with the client to identify, design, standardize and enhance processes and tools for the Data Readiness effort. We served as facilitators and mentors for their implementation and use among the client team. Bardess assisted and counseled team members on the cataloging of system tables, conversion elements, and selection criteria governing conversion record selection. In addition, we structured and facilitated the gathering of business rules from users needed to assess data quality and identify defects. The team members defined and executed business rule compliance tests for completeness, uniqueness, frequency, integrity, relational integrity and accuracy. The tests results were analyzed and data defects were identified and quantified by the team. The results were presented to the business owners and remediation plans and strategies were jointly developed. The owners implemented the plans which were monitored and tracked by the team to ensure that results were within business-established defect tolerances.

Client Impact

Client was successful in meeting an aggressive objective and timetable, assessing several hundred million data records, while successfully remediating over 0.9M of 1M identified data defects. Bardess transferred knowledge of data assessment processes and tool usage (including MS-Excel, MS-Access, SQL, First Logic’s IQInsight and Data Quality Suite) fundamentals to the client staff.