DATA MIGRATION ASSURANCE
Mission Statement
Our client is an Administrator for private clients, corporates and funds, with their headquarters in Guernsey and offices in various other jurisdictions.
The client was migrating five legacy systems from the different jurisdictions into one, new, centralised Trust & Company administration system. The destination system provider handled the data migration their legacy source, but they utilised Continuum to perform data assurance and reconciliations to ensure the data imported into the new system was an accurate reflection of the data exported from the legacy systems.
Tools Used
- Alteryx Designer
- Database Connectors
Detailed Solution
The crucial aspect of this project was to ensure that the data migrated into the new system was accurate, trustworthy and consistent. This was required by the client’s board to confidently decommission the legacy systems.
The Continuum team began by building an Alteryx workflow to check the data from the five legacy systems against the data in the new system. When running this repeatable workflow, we receive an Excel file output showing the differences in the data (exception report).
The workflow was set up to ensure data quality along 2 questions:
Are the records from the old system in the new system?
If so, do the individual field attributes match across both systems?
As the client was continuing to use their source data (from their legacy systems) for day to day operations, it was important to take a snapshot at the time of the test migrations to ensure that newly input data was not being flagged in the exception report.
The workflow was run, then the differences in the exception report were investigated. Once these were solved, the workflow was run another time, and again, differences were investigated and solved. This happened a number of times until the client was fully satisfied with the quality of the data reconciliation.
The client was then able to deactivate the five legacy systems with full confidence that the new system was accurate and reliable.