Data Migration – Source A to Target B

Objectives
  • Facilitate the migration of a source business application, transferring all static, account, and transactional data to a new target application
  • Address challenges posed by the largely unsupported legacy application, which required expensive licensing to retain access for historic reports post-migration
Solution
  • Collaborated with business Subject Matter Experts (SMEs) to assess typical daily, weekly, and monthly reports/extracts, analysing data scale, depth, and accuracy 
  • Ran a selection of standard reports and exported data to standard Excel or CSV formats 
  • Mapped legacy report formats to the input format required by the target application, creating a sequence of scripts to sequentially build the new application, loading static, accounts, and transaction data 
  • Addressed new fields in the target application by adding them dynamically during creation, pre-enriching data in Excel files, or recording new interactive scripts post-data transfer 
  • Implemented necessary permissions for end-to-end sequence execution, typically utilising an Administrator profile for the BOT 
  • Established error handling within the sequence to manage issues such as invalid or missing data 
  • Designed and tested requirements for a standalone audit log 
  • Utilised ‘passive’ mode for script execution, allowing validation against the target application without committing to the database, enabling on-screen error checking and refinement 
Benefits
  1. Fast and Accurate:
    • Delivered a rapid and precise application migration, facilitating multiple pre-run cycles for refinement with minimal human intervention 
    • Enabled ‘passive’ mode pre-runs for validation 
    • Successfully migrated over 90,000 pieces of information overnight 
  2. Time and Cost Savings:
    • Significantly reduced administrative, managerial, and directorial time per transaction
    • Three robots operated overnight, handling over 30 fields of information for more than 3,000 clients, transferring 90,000 pieces of data for go-live readiness
    • Ensured repeatability, accuracy, efficiency, speed, and auditability without vendor dependencies
    • Offered reusable code for successive migrations, enhancing efficiency and consistency