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Method

Profile, map, build, rehearse, cut over, reconcile

The same six steps on every migration, each ending in something you can read and sign. Integrations and platform work follow the same discipline with fewer steps.

  1. Step 1: Profile

    Read-only access to every source. Each table counted, keyed and checked for orphans, duplicates and values that don't fit their column.

    We ask for read-only access or a restored backup. Never write access to a live source.

    You getProfiling report

  2. Step 2: Map

    Field by field, source to target, with every transformation, lookup and default written down in plain language.

    You getMapping specification, signed off by you

  3. Step 3: Build

    Extraction and transformation code, with the validation rules alongside it, run inside your environment wherever possible.

    You getRepeatable migration code

  4. Step 4: Rehearse

    Full dry runs into a test copy of the target. Each one timed, reconciled and reviewed with your team.

    Rehearsals repeat until a full cycle reconciles cleanly and the timing is stable. That timing becomes the freeze window.

    You getRehearsal reports and a measured cutover window

  5. Step 5: Cut over

    Freeze, final extract, load and checks, then a go or no-go call made against criteria agreed in advance.

    The runbook names every step, its owner and its expected duration, and where the go or no-go decision sits.

    You getExecuted cutover runbook

  6. Step 6: Reconcile

    Counts, totals and record-level spot checks, source against target, for every object. Anything not moved is listed with the reason.

    You getSign-off sheet

Downtime, honestly

Every cutover has some downtime: the source has to stop changing while the final extract runs. We size that freeze window from rehearsal timings, plan it with you, and shorten it with delta loads where the systems allow. You get the real number before you pick a date.

Access and security

  • An NDA in place before any data moves.
  • Read-only access to sources, scoped to what the work needs.
  • Work done inside your environment wherever possible, so the data stays there.
  • Credentials exchanged through a channel you are comfortable with, never plain email.
  • Working copies deleted at the end, confirmed in writing.

Rollback

Every runbook has a rollback path agreed before the day. If a check fails at the go or no-go point, the source system stays the system of record and we go again on another date.

Describe your systems

Tell us what you are moving from and to, and how the data can be reached. No data or credentials at this stage: a description is enough.

Describe your systems
Home
Advanced extractionOut of systems with no API or export
Data migrationOld systems into new, reconciled
IntegrationSystems kept in step after go-live
Data warehousingWarehouses the business can report from
Spreadsheets into systemsCritical workbooks rebuilt as proper systems
Partner capacitySpecialist capacity for your team
Edge casesProblems that break migrations
How a migration runsProfile to reconcile
Write-upsThree write-ups
TemplatesFree downloads
Describe your systemsSend an enquiry
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£ turns up as £Formats
Three date formats in one columnFormats
Money stored as floating pointFormats
Mapping specification templateExcel
Reconciliation checklistPDF
Cutover runbook outlinePDF
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