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
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
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