A successful migration Symbolic Data Management requires a lot of effort. Once you’ve migrated, take some time to appreciate your and your teams’ work throughout this process. Well done, you!
But your migration journey doesn’t start with the migration itself. And it isn’t over when the migration’s complete.
The migration itself is vital, but don’t overlook the importance of your pre-migration and post-migration process.
Tip #1 – Pre-migration cleanup
The pre-migration stage is the right time to clean up your data, determine your goals and migration path, gather stats and data, and more.
The factors that may affect the length and complexity of your migration include the amount of data you need to move and the processes you already have in place. You can reduce the scope of your migration by merging duplicate settings and custom fields with related functions, eliminating unused schemes and configuration objects, and reviewing inactive workflows.
Tip #2 – Archiving projects
Once you start your cleanup, you probably notice that certain projects are out of date or no longer needed. To speed up the migration process and avoid clutter in the new instance, you’ll want to archive these projects. This will give you more visibility and clarity into your existing projects, improve the usability of data management, and make projects easier to locate.
Tip #3 – Health and performance tests
Make sure that both your source and target applications are healthy and error-free before migration. Health and performance tests provide information about the system’s stability, help you to address any problems and errors beforehand, and fix them so you don’t migrate broken objects. It also guarantees optimal performance post-migration.
Tip #4: Post-migration troubleshooting and disaster recovery
With some preparation (and a little luck), you can minimize mishaps during your migration. But just in case something goes wrong, you’ll want to be ready. Preparing a fallback strategy beforehand is critical, but you also need a post-migration disaster recovery plan.
Tip #5: Post-migration training and testing
To demonstrate changes, use a side-by-side comparison that shows what’s changed. The comparison may include showing how to log in, explaining any process or naming differences, or discussing which projects were archived or are no longer available. Make sure you remind users to check their filters, dashboards, and boards and specify where to report any questions or problems encountered.
Tip #6 – Implementing a data retention policy
Data retention is the process of keeping data for a predetermined amount of time. There are several good reasons to do this, like data analytics, business continuity, and legal compliance. It also prevents numerous dangers like information loss or theft, a significant backlog of documents, lost time and space of internal record-keeping processes, and a lack of an organization system, which results in difficulties in locating records, etc.
Tip #7: Standardizing project templates
For our last tip, we’ll focus on standardizing project templates. This offers a variety of benefits that include reducing the guesswork and manual motions associated with project setup, improving efficiency, streamlining workflows, providing consistency, and maximizing efficiency and accuracy, among other things.
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