Data Migration Risk Assessment

Goals and Commitment

1. Where is your team in evaluating the scope and goals of the project?

• The scope and goals of the project are clearly defined and documented.
• The scope and goals of the project are somewhat defined but not documented.
• The scope of the project and goals are still being evaluated.

2. What is the level of urgency and importance assigned to the project?

• The data migration project has been assigned high priority.
• The project is medium priority.
• It is a low-priority project.

3. Have the goals been translated into long-term benefits for the company?

• The long-term benefits have been defined based on the scope and goals of the data migration project.
• The long-term benefits have been defined based on management expectations.
• The long-term benefits have not been defined.

4. Has the budget for the data migration project been assigned?

• There is an executive management sponsor and a budget assigned for the project.
• There is a budget assigned for the project.
• There is just a total budget for the ERP implementation and data migration is a part of that.

Technical Capabilities

5. What kind of IT support do you have for the data migration project?

• The IT team sees data migration as a high-priority project, has a vested interest, and is committed to supporting the project.
• The IT team considers data migration as a medium-priority project and will dedicate partial bandwidth towards the project.
• The IT team considers the data migration as a low-priority project and is not committed to support the project.

6. What kind of experience does the IT team have with migrating data?

• The IT team has handled complex data migration projects in the past.
• Some members of the IT team have been part of a data migration project in the past.
• The IT team does not have experience with data migration.

7. What is the level of data governance in your organization?

• You have a data governance team, strategy, rules and guidelines, and responsibilities and roles defined for data owners across business units.
• You have a data governance strategy, rules, and guidelines defined by IT. However, the team and responsibilities are not defined across business units.
• You are yet to work on a data governance strategy, rules, and team.

8. What is your level of confidence about the data quality after evaluating the source data?

• Highly confident as data governance has been adopted for some time already with active data quality rules, and therefore limited data cleansing is required during the data migration.
• Somewhat confident as data is manually checked from time to time although there are no automated data quality rules in the system to check for errors, duplication, and inconsistencies.
• Not confident as there is no data governance adoption and no bandwidth for manual data cleansing.

9. Does your organization have a master data management strategy for ownership?

• The master data management is centrally/decentrally controlled, and the data owners defined and sensitive data is restricted to limited employees.
• The master data ownership is defined but sensitive data is not restricted.
• The master data ownership is yet to be defined.

Project Plan

10. What are your criteria for the project team?

• The project team for the data migration has been assigned keeping in mind skillset and prior experience. This could be internal and external team members.
• The project has been completely outsourced to an external team.
• The project team is yet to be defined.

11. What are your timelines for the data migration project?

• The timelines are clearly defined for each milestone including start date, testing period, and final migration and go-live period. There is flexibility to make changes.
• The timelines are somewhat defined but yet to be agreed upon. There is limited flexibility for changes
• The timelines are defined by management but unrealistic and there is no flexibility to make changes

12. How ambitious are your budget and timelines for the data migration?

• The allotted timelines and budget are realistic and sufficient to meet the organization’s goals.
• The timelines and budget are very tight and there is a 50% chance all the goals will not be achieved.
• The timelines and budget are not realistic and there is limited possibility to achieve all the aspired goals.

Data scope

13. Where is the location of your data?

• The data is being moved from a singular legacy system with minimum customizations.
• The data is being moved from a legacy system with customizations, and additional data from add-on solutions.
• The data is being moved from multiple legacy systems, with complex customizations, and multiple solutions into D365 F&SCM.

14. How much data are you moving?

• Only relevant historic, legal, transactional, and master data is required for reporting, operations, and day-to-day business.
• Only legal, and relevant master data that is required for operations, and day-to-day business. Historic transactional data will not be migrated.
• All historic data will be migrated as it is.

15. How easy is it to extract data from the legacy systems? And does the team assigned for the data migration have past experience to take up the project?

• The data can be easily extracted from legacy systems and the team members have worked on a similar data migration project before
• The data is difficult to extract from legacy systems but the team has past experience in extracting data from legacy systems.
• The data is very difficult to extract from legacy systems and will need multiple data transformations. The team has little to no past experience in conducting a complex data migration.

16. Do you have a distributed source environment?

• You have integrated data sources spread across offices in the same geography.
• You have integrated data sources spread across offices in multiple geographies.
• You have disconnected data sources spread across offices in multiple geographies.

17. Is there a quantitative goal defined for the data migration’s success?

• The goal has been clearly defined and is realistic.
• We have a goal defined but the expectation is 100% success.
• We do not have a goal defined and will do this while the project is in progress.

18. How many sources and number of systems are you moving data from?

• You need to move data from just 1-2 data sources.
• You need to move data from 3-5 systems.
• You need to move data from more than 5 systems.