ERP DATA MIGRATION CHECKLIST

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--- PLANNING & SCOPE DEFINITION ---
[ ] Project Objectives for Data Migration
[ ] Estimated Number of Records to Migrate
[ ] Data Migration Approach (Big Bang vs. Phased) (Big Bang, Phased)
[ ] Target Data Migration Start Date
[ ] Target Data Migration Completion Date
[ ] Source Systems to be Migrated (System A, System B, System C)
[ ] Data Security & Compliance Requirements

--- DATA PROFILING & CLEANSING ---
[ ] Describe the overall data quality assessment methodology.
[ ] Total records in source system (approximate).
[ ] Percentage of records flagged for potential cleansing.
[ ] Identify and describe the top 3 data quality issues encountered.
[ ] Select data fields requiring cleansing. (Customer Name, Customer Address, Product Code, Order Date, Currency Code)
[ ] Describe the cleansing rules applied to each selected field.
[ ] Upload sample data file for review and validation.

--- DATA MAPPING & TRANSFORMATION ---
[ ] Source Field Name
[ ] Target Field Name
[ ] Data Transformation Logic
[ ] Data Length/Precision
[ ] Data Type Conversion Required? (Yes, No)
[ ] Transformation Functions Applied (Select all that apply) (String Concatenation, Date Formatting, Numeric Rounding, Case Conversion)
[ ] Transformation Logic Last Updated

--- ETL DEVELOPMENT & TESTING ---
[ ] Describe ETL Process Logic
[ ] Estimated Record Count (Source)
[ ] Estimated Record Count (Target)
[ ] ETL Development Start Date
[ ] ETL Testing Start Date
[ ] Number of Failed Records (Initial Test)
[ ] Data Transformation Rules Applied (Data Type Conversion, String Manipulation, Date Formatting, Lookup Table Integration)
[ ] ETL Script/Code Repository Link

--- DATA VALIDATION & RECONCILIATION ---
[ ] Total Records Migrated
[ ] Records with Errors
[ ] Records Reconciled Successfully
[ ] Summary of Reconciliation Findings
[ ] Data Accuracy Validation Status (Pass, Fail, Partial)
[ ] Completeness Validation Status (Pass, Fail, Partial)
[ ] Validation Completion Date
[ ] Specific Error Details (if applicable)

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Data Accuracy Verification: Master Data (Customers, Vendors) (Accurate, Minor Discrepancies, Significant Errors)
[ ] Data Accuracy Verification: Transactional Data (Orders, Invoices) (Accurate, Minor Discrepancies, Significant Errors)
[ ] Describe any data discrepancies found.
[ ] Number of records verified in [Specific Module].
[ ] Process Functionality: Order Processing Workflow (Working as expected, Minor issues, Major issues)
[ ] Date of UAT Execution
[ ] UAT Tester Signature

--- CUTOVER PLANNING & EXECUTION ---
[ ] Planned Cutover Start Date
[ ] Planned Cutover Start Time
[ ] Estimated Downtime (hours)
[ ] Detailed Cutover Plan Description
[ ] Cutover Checklist Document
[ ] Cutover Lead (John Doe, Jane Smith, David Lee)
[ ] Communication Channels for Cutover Updates (Email, Slack, Phone Call)

--- POST-MIGRATION MONITORING & SUPPORT ---
[ ] Last Data Verification Date
[ ] Number of Data Errors Identified Post-Migration
[ ] Description of Data Errors Found
[ ] Data Quality Overall Assessment (Excellent, Good, Fair, Poor)
[ ] Date of Next Scheduled Data Audit
[ ] Summary of User Feedback Regarding Data Accuracy
[ ] Data Migration Issue Resolution Status (Open, In Progress, Resolved, Closed)

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