Move your data with a continuity plan
A platform move affects more than stored records. We plan and execute migrations around the applications, reports, and business rules that depend on them, with rehearsals and reconciliation before the transition.
- 01DiscoverInventory the data, processing jobs, and dependent users
- 02DesignDefine the destination, mappings, and transfer sequence
- 03RehearseRun trial transfers and adapt processing for the target
- 04ReconcileCheck records, relationships, and business outputs
- 05Switch overExecute the agreed transition and monitor the new environment
Move the dependencies, too
Records may arrive at the destination while a report or application still stops working. We review the structures, processing logic, and connections around the data so the migration scope reflects what the business actually uses.
Assess what to retain, adapt, or retire when replacing an older data environment.
Map data types, constraints, and application dependencies between source and target engines.
Transfer analytical datasets alongside the models, loading jobs, and reports that consume them.
Plan the transfer route and target environment around access, connectivity, and operational requirements.
Adapt transformations and queries where the destination handles processing differently.
Resolve overlapping datasets and ownership when bringing several environments together.
Agree what a successful move means
- Included and excluded dataRecord what will move, what will be archived, and who approves the exclusions.
- Downstream consumersInventory reports, applications, scheduled jobs, and extracts that rely on the source.
- Rules outside the databaseIdentify calculations and transformations held in application code or separate jobs.
- Reconciliation criteriaAgree the comparisons and tolerances needed to accept the migrated output.
- Volume and timing trialsUse representative rehearsals to estimate duration and expose capacity constraints.
- Business-level checksCompare important totals and outputs with the people responsible for using them.
- Difficult recordsTest unusual formats, missing values, and historical cases that may need special treatment.
- Go or no-go authorityName the decision-makers and the conditions for proceeding, pausing, or recovering.
Prepare for the switch
The transition plan brings technical checks and business readiness together. Each item needs an owner and a clear result before the source environment is retired.
- Structures and mappingsConfirm target fields, types, keys, and transformation rules against the agreed design.
- Access setupVerify that required users and services can reach the destination with appropriate permissions.
- Workload capacityCheck whether the target can support the expected processing and query load.
- Initial loadRecord what moved during the main transfer and investigate rejected or missing items.
- Interim changesDefine how updates made during migration will reach the destination.
- Execution recordsKeep transfer logs and reconciliation results available for review.
- Record comparisonsCompare counts and selected field values across source and destination.
- Dependent processesExercise the jobs and interfaces that must work after the move.
- User acceptanceHave designated users check the outputs they rely on before approving the transition.
- Change windowCoordinate processing pauses, final transfers, and the order of connection changes.
- Recovery optionsDocument rollback or recovery conditions, limitations, and responsibilities.
- Post-move monitoringWatch for failed jobs, missing updates, and unexpected results after the switch.
Downtime and recovery options vary by environment. We make those constraints visible in the plan so the transition decision is based on evidence and agreed business priorities.
Know what the move will take
Tell us about the current environment, the proposed destination, and any deadline or downtime limits. We can identify dependencies, clarify the migration scope, and outline the checks needed before switching over.