SugarCRM Migration and Upgrade

Master data, open transactions and history are scoped separately. Moving ten years of closed transactions usually costs real money and delivers nothing, so retention is a business decision taken early.

Deliverables:

• Migration scope
• Retention policy
• Archive strategy

Field-level mapping, code translation, default values and derivation rules are documented and reviewed, including what to do about data the old system never captured.

Deliverables:

• Mapping document
• Transformation rules
• Default decisions

Legacy data is profiled for duplicates, missing values, invalid codes and orphans. The resulting quality report is usually the most uncomfortable and most useful document of the project.

Deliverables:

• Data quality report
• Duplicate analysis
• Cleansing plan

Successive trial loads are reconciled by record count and control totals, with errors fixed between passes. Three passes is normal; one pass means something was not checked.

Deliverables:

• Trial load reports
• Reconciliation results
• Error log

Wherever possible data is corrected in the legacy system by the people who own it, so the improvement survives even if the SugarCRM Migration and Upgrade timeline moves.

Deliverables:

• Cleansed data
• Owner sign-off
• Cleansing log

Business users validate their own data in the test environment and sign off, then the production load runs to a timed runbook with checkpoints, rollback criteria and final reconciliation.

Deliverables:

• Validation pack
• Cutover runbook
• Final reconciliation