The first step in any migration plan should begin by establishing goals and expected outcomes for the project. This step will guide the entire project and enable all teams to identify potential obstacles. Questions that your organization will need to ask themselves is:
Which factors of our data must be preserved in the move?
How will users be impacted?
What is our management plan to mitigate disruption?
How long will the migration take? What will the cost be?
2. Assessing the Data
To prevent your team from feeling overwhelmed by the data assessment process, separate the task into more manageable pieces.
After analyzing your organizations IT environment, you must be critical when identifying the risks. This will ensure your team with what to look out for during the migration process. The most common risk we have seen during a migration are as follows:
Failure to minimize cut-over duration
External shared content conflicts
Automated processing dependencies
5. Determine the Best Migration Approach
When determining the best migration approach for your organization there are two common ways to execute.
Grouped Wave Approach
In the grouped wave approach, you will divide up one large migration into more smaller and manageable migrations. This approach will be best for an organization that cannot allocate a large chunk of time to the migration.
Big Bang Approach
This type of migration approach is most commonly used that organizations use when they want migration process to be done all at one time. This approach may be much smoother and result in lower migration cost, however, will require that all operations be shut down for a period of time.
6. Build Migration Plan
After completing steps 1-5 it is finally time to build the migration plan which will include all of the resources, processes, and technical configuration necessary to execute the migration. A brief overview of what your plan should include is: