Moving data from one place to another is a part of life when you work with technology. Computers and servers wear out, necessitating to need to move everything from an old to a new device.
Companies also move to new cloud applications frequently, which means they need to take all the information in one app and migrate it to a new one. In fact, companies are churning through about 30% of their apps per year.
You would think it would be fairly easy to just copy data from one device or application to another, but that’s not usually the case when users are trying to migrate data themselves. They make common errors that cause missing data, corrupted entries, and mismatched fields (with the wrong data brought into the wrong place).
When device and cloud migrations aren’t done correctly, they can leave a Denver area business with major headaches and time-consuming manual entry work inputting data that didn’t migrate properly.
We’ll go through some of the biggest errors that users make when trying to do migrations themselves instead of going to an IT professional.
Common Data Migration Mistakes
Not Validating a Data Transfer First
Before a big data transfer is performed from one application to another, it’s important to make sure the migration framework is set up correctly before transferring thousands of records over.
Users often don’t go through this data validation first, where just one or two records are transferred to make sure all is well. This leaves them with a big mess if something goes wrong and having to delete data and redo the entire migration.
An important step before transferring all your records, is to test the migration set up first with a small amount of data to validate that everything is captured in the new app properly.
Leaving Data Behind
All the data on your computer isn’t in the “My Documents” folder. There are other important bits of information, such as programs, email, and settings, that can also be brought over during a computer-to-computer migration that will save you considerable setup time on the new device.
Users often just grab the most obvious files and save them to the new hard drive, but this leaves them without a lot of the data that could be moved as well.
When it comes to cloud applications, users will often miss vital data fields and end up losing that data in the new program. For example, in a migration from one cloud sales tool to another, notes and comments added to specific task dates can be lost due to the different way apps may handle these.
It’s important to understand where all the data is in your old device or application and to create a place for it in the new one, so you’re not leaving any vital data behind.
Not Mapping Fields Correctly
Mis-mapping of cloud fields is a common user mistake when moving data from one application to another. Different applications will call data fields by different names and it can be easy to map the wrong ones.
When this happens, you can end up with thousands of records that have the client birth date as the record creation date, leaving you no choice but to manually correct all those records or to delete your data and start from scratch.
You can avoid this by doing a data validation of just one or two records first, before doing a migration of everything.
Dumping Data All in One Place in Cloud Platform
Platforms like Microsoft 365 don’t have just one place for your files to be stored. Yet organizations will often just migrate all company and individual users’ files to a “catchall” like OneDrive, rather than exploring where else data can be stored that’s more efficient.
The reason all-in-one platforms have different “data buckets” is to facilitate collaboration, security policies, and make it easier for users to locate the files they need.
For example, in Microsoft 365, it’s smart to use a migration strategy such as:
- All individual user files migrated to OneDrive accounts
- All team/department files migrated to SharePoint Team sites and linked in Teams
- All company-wide files migrated to SharePoint Communication sites
Before a migration is done to a large cloud platform, a strategy needs to be put together with an understanding of the best areas of the platform to migrate certain files for maximum efficiency and security.
Not Accounting for Custom Fields or Automations
Have you ever heard someone at your office say something like, “Well, that used to trigger automatically, but then we changed apps and it doesn’t do that anymore.”?
This is a common occurrence during a cloud migration because custom settings like automations aren’t accounted for in the new application.
Likewise, if custom fields have been set up, these also need to be created or matched to a field in the new application to ensure no data is left behind.
It’s important to look beyond just the obvious data that’s contained in a cloud application when migrating. Other things to consider are:
- Custom fields
- Triggers and automations
- Alert settings
- Security settings
Need Help With a Trouble-Free Migration? Call B-Comp Services!
There’s no reason to struggle with a device or cloud migration on your own and risk leaving behind vital information. We offer expert and trouble-free migration services to save you time and money.
Contact us today to get started. Call at 303-282-4934 or contact us online.