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03 / Data migration

Migrate data.
Transition between systems.

Transfer business data into a new application or database in a controlled way. We analyze the source, define the target model, test the transfer and validate the result before cutover.

Data qualityData reconciliationCutover
INTEGRATION DIAGRAM / EXAMPLEMIGRATION / CHECKPOINTS
01 / SNAPSHOT

Back up the source.

source: legacy
checkpoint: snapshot_01
EXTRACT / REPEATABLE
02 / STAGING

Mapping and validation run.

IDs & relationshipsRequired fieldsRecord reconciliation
count(source) == count(target)
ACCEPTANCE BEFORE CUTOVER
03 / TARGET

Perform a controlled cutover.

Activate the target systemRetain a rollback point

Acceptance criteria and rollback procedures are defined before the transition.

Starting point

Copying records is not a complete migration.

Fields, relationships and business rules differ between systems. Historical data may contain duplicates or missing values. We make these differences visible so that cleansing and retention decisions can be made deliberately.

Applications

A system transition with a controlled handover.

Replace applications

Transfer customer, product and business data into a new ERP, CRM or business system using documented mapping rules.

Consolidate datasets

Bring related data into a shared model. Relationships are preserved and conflicting IDs are handled transparently.

Transfer historical data

Determine which data moves, which remains archived and how it will remain accessible after the legacy system is retired.

Project scope

Trial run.
Acceptance. Cutover.

Scope depends on your systems and the desired outcome. We agree on these points with you.

The transition is tested in advance.

Data volume, ongoing changes and technical constraints determine the cutover. A trial run and an agreed rollback point precede the production transition. A transition without downtime requires an assessment of both systems.

  • Analysis of record counts, key relationships and data quality
  • Agreed rules for mapping, cleansing and exclusions
  • Repeatable migration procedure with test data and a trial run
  • Validation of record counts, totals and key relationships
  • Cutover plan with a freeze window or delta transfer, plus rollback
  • Reconciliation report and documented exceptions

Service scope and responsibilities are agreed for each project. Our approach: acceptance and operations

Technical questions

Acceptance and rollback procedures.

How do you verify migration completeness?
We combine record counts with relationship checks, key business totals and representative samples. Permitted deviations are defined in advance and exceptions are documented.
Can data be cleaned during migration?
Yes, using rules approved by the responsible business team. The source is retained and transformations are repeatable. Unclear business decisions are referred for clarification.
Do operations need to pause during cutover?
That depends on whether changes can be captured reliably. We assess a freeze window, phased migration or delta transfer, then test the procedure.
Can we return to the old system?
Rollback needs to account for changes made after cutover as well. This includes backups, a decision deadline and rules for new transactions. These points are defined before the transition.

Your next connection

What should your systems
achieve together?

You bring the requirements. We clarify the connections.

Discuss your project

Practical integration challenges

Technical topics in this area.

Data processes

Automate CSV imports

The file arrives every day. Someone corrects columns, uploads it and then checks error messages. DataSource turns this recurring task into a documented import with clear rules for incomplete and invalid data.

Process integration

Legacy systems & middleware

The legacy system serves its purpose but does not offer the same interfaces as a new application. We examine existing access options and develop narrowly scoped middleware to bridge the differences in a controlled way.

Platforms

Connect SQL databases

Reporting, portals or business applications need data from another database. We plan a connection that accounts for access rights, consistent data states and the rules of the applications involved.