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6-Step Data Migration Process

Data migration is more than moving data. Define the scope, validate quality, rehearse the move, cut over to production, and hand operations over as one connected body of work.

Source
Datacook Editorial Team, “Standard Data Migration Process”
Updated by
Datacook Editorial Team
Updated

Each step overview explains why the stage matters and which risks commonly arise. Use the linked pages to review work, tools, failure patterns, checklists, and deliverable templates.

STEP 1

Planning

Objective

Align the migration objective, investment decision, governance, and overall schedule before the project starts.

Goal

Decision makers have approved the objective, success metrics, budget, organization, and key milestones.

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STEP 2

Design and Preparation

Objective

Define the migration scope and data mapping, then design a repeatable runbook.

Goal

Stakeholders have agreed on the data scope, mapping, transformation and exception rules, and runbook.

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STEP 3

Development and Build

Objective

Implement the extraction, transformation, loading, and validation processes and prepare the migration environment.

Goal

The migration programs, environment, monitoring, logs, and rerun procedures have been built and reviewed.

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STEP 4

Testing

Objective

Validate the migration under production-like conditions for quality, duration, business impact, and open issues.

Goal

Results meeting the pass criteria and measured duration are recorded, with remediation approved for open issues.

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STEP 5

Production Migration

Objective

Cut over to the new system and load the final data safely according to the approved runbook.

Goal

Cutover, final loading, initial validation, and the go/no-go decision are complete and recorded.

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STEP 6

Operations and Evaluation

Objective

Confirm integrity and business impact after migration, address incidents, retire the legacy system, and hand over operations.

Goal

Business approval, integrity validation, open-issue handover, and the legacy-system retirement decision are complete.

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