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Data Migration Plan, Strategy and Requirements for a New Entitlement System
Business Issue

As part of a larger project to redesign and realign customer service-related
systems and processes, the client needed to establish and maintain a customer
installed product base utilizing shipment and returns data available from
existing system repositories.
Solution

Bardess consultants gathered client requirements and defined, planned and
implemented a migration strategy. Specifically we established a data migration
basis and customized a methodology to support the logical assimilation of
installed base data (both from a load and delta perspective). Proposed and
refined an installed base implementation strategy that mitigated risks and
volume for the initial data load. Analyzed and documented relationships and gaps
between data sources and defined installed base data requirements. Defined data
cleansing and transformation requirements. Participated in and facilitated the
definition of migration data and functional requirements. Developed processes to
support the migration and assimilation of source data into the new installed
base intermediate and target repositories. Monitored IT development, testing and
implementation of data migration assimilation and load processes and assisted in
identifying, measuring and addressing issues and problems.
Client Impact

Client established a working installed base that: contained standardized,
non-redundant installed product detail; mitigated or at least identified major
data inconsistencies from data sources; integrated and accounted for
replacements and returns; could serve as a usable data source in the subsequent
development and refinement of related entitlement and other business processes
that are dependent on consistent and centralized installed base detail.
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" We focus on
ensuring our
solutions meet
and exceed the
needs of our clients."
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