Here, we guide you through the types of data migration and why you need a strategy. You’ll also learn about the main data migration approaches and best practices.
What is data migration?
Data migration involves moving data from one storage system, format, application or location to another. Each data migration project has unique requirements, data types, volumes, dependencies and challenges. This can make it complex and even risky.
Types of data migration
The types of data migration projects you may encounter are:
Business process migration
Business process migration is the transition of business processes from one system, platform or environment to another. This migration usually happens when legacy systems become outdated, the company outgrows their software or during a merger or acquisition.
Tip: MYOB has a robust data migration strategy that we follow to implement MYOB Acumatica. Whether you work with us or with one of our trusted implementation partners, you’ll get the support you need every step of the process. Contact us to find out more.
Cloud migration
Cloud migration moves data, applications or business processes from on-premises infrastructure to the cloud. This unlocks the benefits of cloud computing for businesses, including scalability, accessibility, security and cost savings.
With MYOB Acumatica cloud ERP software you can choose and pay for the features you need: financial management, project accounting, reporting and business intelligence, inventory and distribution, workforce management, employee onboarding, payroll, purchase order management, warehouse management, CRM and sales order management.
You can also add even more functionality from the hundreds of integrations available on the MYOB App Marketplace.
Storage migration
Storage migration involves moving data between storage systems or formats. Typically, this is done to increase storage capacity or improve speed and cost efficiency.
Database migration
Database migration is moving data between database management systems. If you’re moving to a different system, your data formats may need to be changed. The process is much more straightforward if you’re upgrading.
Application migration
Application migration moves apps from one computing environment to another. It could involve migrating between data centres, from on-premise to the cloud or public to private cloud.
Data migration approaches
Data migration approaches include the big bang or the trickle approach. Each approach has different risks, challenges and time requirements.
Big bang data migration
Big bang data migration is when you transfer all your data in one hit. While this is faster and can be a simpler process, it can also be disruptive — all the systems involved will be unusable until the migration is complete. Typically, you’d plan for this to occur during a low-activity period – over a public holiday or overnight.
Trickle data migration
The trickle data migration is when you transfer data in phases. It takes longer but minimises disruptions and lets you make adjustments.
Why is it important to implement a data migration strategy?
Implementing a data migration strategy is important so your data transfer happens smoothly and efficiently. Having a strategy helps you allocate the right resources and tools while minimising risks, costs, downtime and possible compliance issues.
Tip: When you’re moving to a new software system, work with a skilled implementation partner to ensure your data transfer is as seamless as possible.
Key steps to an effective data migration strategy
The key steps to an effective data migration strategy are the same, regardless of your chosen strategy. Here are the steps:
Migration planning
Migration planning is when you define the scope and goals of your data migration project. You’ll consider the data you need to migrate and which systems it’ll affect. You should also outline budgets, timelines and resources and evaluate how migration might affect the business.
Assess data to be migrated
To assess the data you’re migrating, look at its quality and relevance. Note its formats, types, sensitivity and dependencies and weed out duplication. Make sure you clean up your data before migrating it.
Backup all data
Backing up all data before a data migration will help prevent any potential data loss or corruption. You may be able to restore your original data at any time.
Develop a migration process
A migration process involves creating a detailed plan to extract, transform (if necessary), test and load the data. This includes mapping out where all data will end up in the new system.
Perform data migration
Your plan is executed by performing the data migration, where the data is extracted and transferred to the new system.
Validate all migrated data
Once the migration is complete, validate all your migrated data. Check that the data is correct and that the new system functions well.
Data migration best practices
Data migration best practices will help you minimise costly mistakes. Be sure to:
Backup all data before migration
Backup all data before migration to restore it to your original systems if necessary.
Use a dedicated migration team
Using a dedicated migration team means you have the right people to support your data migration strategy. If you’re implementing MYOB Acumatica, you’ll have experts to guide you at every step.
Migrate only helpful and quality data
During your project, migrate only necessary and quality data — this is your chance to weed out duplicate or incomplete information.
Risks of data migration
The risks of data migration projects include:
Security risks
Minimise security risks by meeting security and compliance requirements, such as data encryption during transit, access controls and sensitive information protection.
Loss of data
Make sure you have good backups and follow the advice of your IT partner or other experts to reduce the risk of data loss.
Extended migration time
Extended migration times can result from unforeseen technical issues, complexities or poor planning. This can cause longer-than-expected disruption to your business and additional costs.
Data migration strategy FAQs
What is the difference between data migration and data integration?
Data migration involves transferring data from one system or environment to another. Data integration merges and synchronises data from multiple connected sources into a unified view.
What is the best data migration approach?
The best migration approach depends on your specific needs and constraints. To decide which approach to use, evaluate factors like the complexity of your organisation and data, alongside your risk tolerance and timeline requirements.
What are the different data migration tools available?
Many data migration tools are available with varying capabilities, costs, security and support. Choosing the right tool will depend on your specific needs.
Successful data migration starts with a strategy
As your business grows, so does the complexity of your operations. If you’ve outgrown your current system or it no longer meets your needs, migrating to a modern enterprise resource planning system may be the answer.
MYOB Acumatica is a fully customisable cloud ERP platform. You can work with us or with one of our highly skilled implementation partners to safely migrate your data. You’ll get up and running as quickly and efficiently as possible so you reap the business benefits of a powerful, all-in-one solution sooner.
Find out more about migrating to MYOB Acumatica – speak to an expert.
Disclaimer: Information provided in this article is of a general nature and does not consider your personal situation. It does not constitute legal, financial, or other professional advice and should not be relied upon as a statement of law, policy or advice. You should consider whether this information is appropriate to your needs and, if necessary, seek independent advice. This information is only accurate at the time of publication. Although every effort has been made to verify the accuracy of the information contained on this webpage, MYOB disclaims, to the extent permitted by law, all liability for the information contained on this webpage or any loss or damage suffered by any person directly or indirectly through relying on this information.