IFS Cloud Data Migration Plan

IFS Cloud Data Migration Plan: 7 Steps to Zero Downtime

📅 Project Timeline & Milestones

Phase Duration Start Date End Date Owner
1. Planning 3 weeks [YYYY-MM-DD] [YYYY-MM-DD] Project Manager
2. Data Audit 2 weeks [YYYY-MM-DD] [YYYY-MM-DD] Data Owner
3. Cleansing 3 weeks [YYYY-MM-DD] [YYYY-MM-DD] IT + Operations
4. Mapping 2 weeks [YYYY-MM-DD] [YYYY-MM-DD] IT + Consultant
5. Testing 4 weeks [YYYY-MM-DD] [YYYY-MM-DD] QA Team
6. Execution 1 week [YYYY-MM-DD] [YYYY-MM-DD] IT
7. Go-Live 1 day [YYYY-MM-DD] [YYYY-MM-DD] Project Manager

🎯 Phase 1: Planning

Objectives:

  • Define scope, team, and success criteria.
  • Identify all data sources and dependencies.

Tasks:

  1. Kickoff Meeting

    • Align stakeholders on goals, risks, and timeline.
    • Assign for each module (Finance, Sales, Inventory, etc.).

  2. Inventory Data

    • Document all data sources (ERP, Excel, databases).
    • Categorize data by priority (Critical/Important/Archival).

  3. Risk Assessment

    • Identify potential roadblocks (e.g., ).
    • Define (e.g., >5% error rate triggers rollback).

Deliverable: Migration Plan Document (this plan).

🔍 Phase 2: Data Audit

Objectives:

  • Understand data quality and gaps.
  • Document data rules and ownership.

Tasks:

  1. Extract Metadata

    • Use tools like SQL Profiler or Excel Power Query to analyze data structure.

  2. Data Quality Report

    • Flag duplicates, incomplete records, and inconsistencies.

  3. Stakeholder Validation

    • Have each department on their data’s accuracy.

Deliverable: Data Inventory & Quality Report.

🧹 Phase 3: Data Cleansing

Objectives:

  • Ensure data is accurate, complete, and formatted for IFS Cloud.

Tasks:

  1. Deduplicate Records

    • Example: Merge Acme Corp and Acme Corporation.

  2. Standardize Formats

    • Dates: YYYY-MM-DD.
    • Customer IDs: Alphanumeric to numeric.

  3. Archive Obsolete Data

    • Move records older than 5 years to a separate archive.

Tools: .

Deliverable: Cleansed Data Files.

🗺️ Phase 4: Data Mapping

Objectives:

  • Map legacy fields to IFS Cloud.
  • Validate mappings with real data.

Tasks:

  1. Create Mapping Document

    • Example:

Legacy Field IFS Cloud Field Transformation Rule
Cust_ID Customer_No Remove special characters

  1. Test Mappings

    • Migrate a (100 records) to IFS Cloud sandbox.
    • Fix errors before full migration.

Deliverable: Finalized Mapping Document.

🧪 Phase 5: Testing

Objectives:

  • Validate data integrity and system performance.

Tasks:

  1. Sandbox Testing

    • Migrate per module.
    • Test (e.g., order processing, reporting).

    • Have end-users validate their data.
    • Log and resolve issues.

Deliverable: UAT Sign-Off.

🚀 Phase 6: Execution

Objectives:

  • Migrate data with zero downtime.

Tasks:

  1. Final Backup

    • Backup all legacy data.

  2. Phased Migration

    • Day 1: Non-critical data (e.g., historical records).
    • Day 2: Critical data (e.g., open orders, financials).

  3. Real-Time Monitoring

    • Assign a to track progress.
    • Use for automation.

Deliverable: Migration Log.

🎉 Phase 7: Go-Live & Audit

Objectives:

  • Transition to IFS Cloud smoothly.
  • Ensure data accuracy post-migration.

Tasks:

  1. Go-Live Checklist

    • Disable legacy systems.
    • Confirm all data is migrated.

  2. Post-Migration Audit

    • Compare 100 random records in old vs. new systems.
    • Run for 30 days.

Deliverable: Go-Live Report & Audit Results.

🛡️ Risk Mitigation Plan

Risk Mitigation Strategy Owner
Data loss Daily backups + rollback script IT
Downtime exceeds 4 hours Migrate during Project Manager
User resistance Training sessions + quick-reference guides HR

📊 Budget & Resources

Resource Cost Notes
IFS Consultant €X,XXX Fixed-price contract
Data Cleansing Tools €XXX Talend/OpenRefine
Contingency €X,XXX 10% of total budget

📌 Next Steps

  1. Review this plan with your team.
  2. Customize timelines based on your go-live date.

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