Data migration: a step-by-step guide.

Data migration is one of the most challenging, and critical, projects an investment firm can undertake. Whether you’re upgrading your reporting system, consolidating platforms, or moving away from legacy tools, the success of your migration will determine the quality, reliability and efficiency of your reporting for years to come.

Yet migrations rarely fail because of technology. They fail because the foundations aren’t properly set, processes and followed or documented, and testing isn’t independent or thorough enough.

This guide breaks the process into seven clear phases, from defining scope and auditing your data to testing, cutover and post-migration review, giving you a practical framework to follow to deliver your migration with confidence, control and far less risk.