This document provides an overview of the data migration process. It discusses the types of data that will be migrated, including master data that does not change and transactional data that is continuously updated. The basic steps of the data migration process are outlined, including cleaning, extracting, manipulating, approving, and loading the data. Preparations for data migration are also covered, such as configuring the target system, creating mapping documents, defining migration strategies, and preparing a test cutover. Finally, lessons learned from previous data migration projects are shared.

1. 1
Data Migration Introductory Workshop

2. 2
Introduction to data migration

3. 3
• Master data - Data with “no” changes
- Examples - Materials
- Customers
- Vendors
- Profit Center/Cost center
- Employees
- Excise Master
• Open items - Transaction data
- Changes continuously
- Examples: - Open Sales orders
- Open Purchase orders
- A/R, A/P balances
- G/L balances.....
Data Migration, introduction

4. 4
How is Data Migrated ?
• Many ways – depending on type, volume and source of data
• Different tools are used
• All migration includes basic steps
=> clean
=> extract
=> manipulate to make source file
=> approve source data
=> manipulate to load file
=> load data
=> approve loaded data

5. 5
Data Migration Basic Process
Legacy Data
Manual Data
Source
File
“Manipulate”
Source
Data
Approve
Source Data
Prepare
Load File
ABAP
BDC
Upload
Manual
SAP R/3
Source
File
Load Data
Legacy
Download
Legacy
Program
Manual
Extract Data

6. 6
Data migration preparation

7. 7
• Data migration preparation
- Preparation before “Cut Over”
- Preparation of legacy system(s)
- “Cut Over” test
• Data migration execution
- “Cut Over”, prepare/extract data
- “Cut Over”, enter/load data
- Reconcile and approve
Data Migration Overview

8. 8
• Technical preparations (configuration, user IDs etc)
• Data migration spreadsheet and mapping
• Data migration strategies defined
• Master data - extract, legacy system(s)
- enter/load -
approve
• Prepare legacy system(s)
• Communicate manual entries for “interim period”
• Cut Over test
Preparations before Cut Over

9. 9
• Purpose: Document, the strategy/approach on how
to migrate the open item objects
->How to migrate different types of an object
(PO can be for a Sales order, Non-business, Project…)
->How to migrate different statuses of an object
(ordered, partly delivered, partly invoiced etc)
->Document pre-requisites/issues/decisions for the data migration)
->Estimated time/resources needed (based on volume/complexity)
Data migration strategies

10. 10
“Delivered and invoiced in in the same month”
“Calculation of moving average price for materials”
“Close existing projects , create new
projects for remaining
“How to handle Purchase orders and Sales Orders”
”How to do purchases before Cut over and Go-Live”
”Detailed financial data migration strategy”
” Detailed migration strategy for CIN ”
Data migration strategies

11. 11
Data migration execution, “Cut Over”

12. 12
• “Cut Over”, prepare/extract data
• “Cut Over”, enter/load data
• Reconcile and approve
Data migration execution, “Cut Over”

13. 13
Data migration planning

14. 14
Lessons Learned
• Start early
• Get business involvement – data is owned by business not
project team
• Clean data properly
– Complete, accurate, obsolete, low-value ….
• Avoid data migration if possible
– Do not migrate historical data…
• Test data migration techniques/strategies early
• Confirm approval procedures early
• Follow-up activities/due dates

15. 15
Data Migration Tracking Sheet
• Data Migration Tracking Sheet.xls
– Shows all data objects, including volume
– Who is responsible for migration of each data object
– Due dates for main migration milestones

16. 16
High Level Time Plan
• Data Migration High Level Time Plan.xls
– Shows main activities
– Shows who is involved
– Shows rough schedule for the work