Planning Phase: Foundation for Success
Establish a solid foundation for your data migration with comprehensive assessment, stakeholder alignment, and strategic planning that sets the stage for flawless execution.
What is the Planning Phase?
The Planning Phase involves assessing current systems, defining migration scope, identifying risks, aligning stakeholders, and creating a detailed roadmap that guides the entire migration project.
Key Activities
Current State Assessment
Comprehensive analysis of existing systems, data structures, and quality
- • Source system inventory and documentation
- • Data volume and complexity analysis
- • Quality assessment and issue identification
- • Dependency mapping and relationship analysis
Stakeholder Alignment
Engage key stakeholders and establish clear communication channels
- • Identify decision makers and influencers
- • Define roles and responsibilities
- • Establish governance structure
- • Set communication protocols
Scope Definition
Clearly define what will and won't be included in the migration
- • Data entities and objects in scope
- • Historical data retention requirements
- • Integration points and dependencies
- • Exclusions and out-of-scope items
Risk Assessment
Identify potential risks and develop mitigation strategies
- • Technical risks and dependencies
- • Data quality and integrity risks
- • Resource and timeline risks
- • Business continuity considerations
AI-Powered Planning
Profile AI: Automated Assessment
Profile AI automatically scans source systems to provide comprehensive data profiling in hours instead of weeks:
- • Complete schema documentation with data types and constraints
- • Data quality metrics including null rates, duplicates, and anomalies
- • Volume analysis and growth trend projections
- • Relationship discovery and dependency mapping
Result: 70% faster assessment phase
Discovery AI: Hidden Insights
Discovery AI uncovers undocumented relationships and business rules that impact migration planning:
- • Identifies foreign key relationships not in metadata
- • Discovers implicit business rules in data patterns
- • Maps data lineage across systems
- • Flags potential migration blockers early
Result: Reduced migration risks by 60%
Deliverables
Migration Charter
Executive summary defining objectives, scope, and success criteria
Data Profiling Report
Comprehensive analysis of source data quality and characteristics
Migration Roadmap
Detailed timeline with phases, milestones, and dependencies
Risk Register
Identified risks with probability, impact, and mitigation plans
Resource Plan
Team structure, roles, and resource allocation requirements
Success Metrics
KPIs and acceptance criteria for measuring migration success
Start Your Migration Planning
See how AI-powered planning accelerates your migration project