Data Migration & Cutover
A structured, risk-managed approach to moving data from legacy systems into ERP and CRM platforms — without business disruption.
Migration Is a Risk Event — Treat It Like One
Data migration is consistently underestimated on ERP and CRM projects. Bad data migrated is bad data amplified. Clavon approaches migration as a disciplined engineering and data quality exercise — not a one-time lift-and-shift.
ScopeWhat Migration Work Covers
Outline phases: data profiling, cleansing, transformation, mapping, reconciliation and cutover
Provide best practices for parallel runs, incremental loads and cut-over windows
Address data quality and master data harmonisation
Explain risk mitigation: dry runs, backup strategies, contingency plans
Include regulatory considerations for sensitive data
Migration Phase Flow
The six-phase migration lifecycle with validation gates between each stage.
Risk Mitigation Approach
Dry Runs
Full migration rehearsals before the live cutover window
Backup Strategy
Full source and target backups before any destructive operation
Contingency Plan
Defined rollback procedure and go/no-go criteria at each gate
Parallel Running
Both systems active for a period to validate parity before switch-off
Regulatory Considerations
- GDPR/NDPR data minimisation — do not migrate data that is no longer required
- Consent traceability — ensure consent records migrate with associated data
- Audit trail continuity — historical logs preserved and accessible in new system
- Access control validation — permissions re-established correctly post-migration
- Regulated data handling — sensitive fields encrypted and access-controlled throughout
Deliverables
Data migration plan with timeline, roles and responsibilities
Reconciliation report templates
Cutover runbook and contingency procedures
Migration Lifecycle
Data Profiling
Assess volume, quality, completeness and structure of source data
Cleansing
Deduplicate, standardise, and correct data before migration begins
Transformation
Map source fields to target schema; apply business rules and derivations
Mapping & Load
Execute ETL/ELT pipeline with incremental loads or parallel runs
Reconciliation
Validate record counts, values and relationships against source
Cutover
Final delta load, freeze source, verify, go-live. Contingency plan on standby.