Data migration can be a daunting task, but it’s also essential for businesses still stuck with legacy systems. As technology and big data advances, legacy systems will eventually be outdated to the point that they’re no longer viable for businesses that want to remain competitive. Fortunately, migrating large volumes of data can be done efficiently and effectively by following the right steps. So, whether you’re migrating to a new platform or transferring data between two systems, this blog will help you get the job done right.
Understanding Your Data
The first step for any data migration is understanding the data you’ll be migrating. This involves doing a full data inventory to identify data types, formats, and current structures. Understanding the data you’re working with will help you choose the best migration approach and prepare for any challenges ahead of time. Take the time to analyze and categorize your data properly, identify sensitive and crucial data, and lay out all of the data that needs to make the transition. By having a full inventory of understanding of your data, you can ensure a smooth and successful data migration process that mitigates risks and disruptions to your regular business operations.
What Is the Data Volume?
When planning a data migration, it's important to understand data volume. Data volume refers to the amount of data that is stored and processed by your organization. It can also refer to an organization’s ability to store and process this information. When preparing for a data migration, you need to understand how much data you’ll be migrating and whether your new system can handle the data volume you’ll be transferring. Understanding your organization’s data volume will ensure you have the right data migration strategy and that you have the tools you need for a successful migration. Most big data tools can handle terabytes or petabytes of data, but you will need to ensure this is the case before moving forward.
How To Prepare for a Migration
A successful data migration requires careful preparation. Taking the time to prepare for a big migration will reduce the likelihood of problems that could cause the migration or be unsuccessful or slow down your business operations. Creating a detailed plan requires several steps, which we’ll outline below. Follow this checklist before starting your migration to make sure you’re well-prepared and eliminate as many unknowns as possible.
Streamline Your Process
When you’re migrating large volumes of data, it’s inevitable that some of your operations will need to be interrupted. However, the goal is to minimize this downtime and to parse it out across different areas of your organization so it doesn’t shut everyone down at once. One way to minimize downtime is to ensure your migration process is as streamlined as possible. Some ways to streamline your data migration process include:
- Eliminate unnecessary steps - Make sure you leave out any redundancies in your migration plan. Simplifying the process to as few essential steps as possible helps to mitigate the risk of errors and delays.
- Automate wherever possible - Automating tedious and labor-intensive tasks can help the migration go smoothly. Using tools to automate data extraction, transformation, and loading can save you hours of downtime and also helps to reduce the risk of human error.
- Establish clear roles - When laying out the migration plan to your team members, make sure to establish clear roles and responsibilities to each individual and team involved. This keeps everyone on the same page.
Make sure you’re monitoring your data migration every step of the way, so you can identify inefficiencies and potential upcoming obstacles quickly and address them before they become more of a problem.
Speaking of monitoring your migration, make sure you identify the checkpoints of your data migration process before starting. Checkpoints will serve as milestones or markers that allow you to track progress and ensure everything is going according to plan and on schedule. Checkpoints make monitoring the status of your migration easier, and it helps you identify any issues or bottlenecks quickly.
You can establish checkpoints in whatever makes most sense for your organization and for the type of migration. One way to create checkpoints is to base it off major tasks, like data extraction or loading. You can also have time-based checkpoints, like weekly progress expectations. In either case, implementing checkpoints prevents you from getting too off schedule and helps your team to stay more organized and on track throughout the migration.
Break Up the Work Into Smaller Tasks
While checkpoints are good guidelines for the big goals and milestones of your data migration, it helps to break up each major milestone into smaller tasks. This approach makes data migration more manageable and prevents things from snowballing if an issue arises. This can also help with the downtime issue.
Break up the work and assign specific tasks to team members and ensure you delineate the priority of the tasks. Set achievable deadlines and monitor progress throughout. Taking these steps and breaking them up will help your team maintain focus, make it easier to track progress, and ensure your migration goes as smoothly as possible.
As with many processes, clear communication is going to be an essential piece of your data migration possible. Your team members should be clearly and openly communicating the progress of data migration tasks so that everyone is on the same pages and understands what stage the migration is in.
Establish a communication plan that will help everyone stay in touch and check in on a regular basis. This means setting up regular meetings, outlining communication channels, and establishing the hierarchy of communications. When communication is clear, you can quickly identify potential issues as they arise, foster collaboration, and ultimately enable a much more efficient migration process.<p>
Have a Contingency Plan
When you’re migrating large volumes of data, it’s essential to have a contingency plan in place. The migration planning process should help reduce errors, but no plan is perfect. Even the most carefully constructed plan could run into unexpected challenges or setbacks. Having a contingency plan in place for unexpected challenges will ensure your team is prepared to handle these situations effectively and get you back on track as soon as possible.
A good contingency plan should be multifaceted and have alternative solutions laid out to address common issues that may arise during the migration process. Make sure to clearly communicate the contingency plan to everyone involved in the process and make it readily available to access. A contingency plan essentially acts as an insurance policy for your data migration. While you ideally won’t need it, having it can provide peace of mind and ultimately increase your likelihood of a successful and smooth migration.
Before getting your data migration underway, here are a few additional considerations to keep in mind.
- Make sure to backup your data - We outlined the need for a contingency plan earlier, and one of the most important contingencies you can have is backing up all of your data. Just in case something goes wrong, having all of your data backed up can safeguard against any potential data loss or corruption that could happen during the migration process.
- Consider stakeholders - Remember to loop in all of your team members and stakeholders when you’re doing a data migration. Even those who aren’t directly involved should be informed in case the migration causes downtime in their department.
- Document the process - It’s a great idea to document your migration process. This way, you can review what you did right and what went wrong for the next time you want to migrate your data.<p>
Work With Secoda for Your Next Large-Scale Data Migration
If you’re planning on a large-scale data migration, you don’t have to go in without help. Secoda is the perfect partner for helping you seamlessly migrate your data. Secoda is a comprehensive data management tool for data cataloging, data lineage, data analysis, and much more. Our dedicated customer service team can help you easily transfer and integrate your data without Secoda, so you can start unlocking the potential of your data sooner.
Try Secoda for Free
Choosing the right data tools is essential for a successful data migration. If you want to make the most of your data, consider transferring it to the Secoda data catalog. Our data catalog is more than just a centralized repository for your data assets. It is an AI-enabled catalog that automates data discovery processes and helps your team members gain deeper data insights. Secoda also offers out of the box connectors and flexible APIs to make data integration simple. Ready to learn more about Secoda? Book your demo and try Secoda for free today.