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Risolto

Technical

A migration method built on reconciliation, not hope.

Source profiling, canonical mapping, transformations, duplicate resolution, trial loads, control totals, financial reconciliation, cutover and verification.

Plan a MigrationConsulting: Data Migration

Migration flow

  1. 1
    Source systemsLegacy data
  2. 2
    Profile & cleanQuality checks
  3. 3
    Map & transformCanonical model
  4. 4
    Trial loadStaging validation
  5. 5
    ReconcileControl totals
  6. 6
    CutoverRehearsed switch
  7. 7
    VerifyPost go-live checks
Source systems flow through profiling and cleaning, mapping and transformation, a trial load, reconciliation, cutover and verification.Financial reconciliation is completed before cutover.

Method

  1. 1

    Source profiling

    Understand structure, quality and volume.

  2. 2

    Canonical mapping

    Map source data to the target model.

  3. 3

    Transformations

    Clean, convert and enrich as required.

  4. 4

    Duplicate resolution

    Resolve duplicate clients and records.

  5. 5

    Trial loads

    Load into a staging environment and validate.

  6. 6

    Control totals

    Check counts and balances against the source.

  7. 7

    Financial reconciliation

    Reconcile GL and portfolio balances.

  8. 8

    Cutover

    Switch to production on a rehearsed plan.

  9. 9

    Verification

    Confirm operations and figures after go-live.

Opening-balance module

A dedicated opening-balance mechanism supports controlled take-on of legacy financing balances with due principal and profit.

Related

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