Inventory
Name every source, owner, identifier, data-quality issue and retention question.
Data migration
Union data migration from legacy systems
A dependable migration maps authoritative sources into an approved target model, rehearses difficult cases and reconciles usable relationships, not only row totals.
Model
Approve target people, organization, position, agreement and case structures before mapping.
Rehearse
Use representative and difficult records to expose transformation and relationship problems.
Reconcile
Compare counts, exceptions, relationships and operational results with accountable owners.
Migration boundary
UnionStack implements governed people and organization import workflows, duplicate review, matching, correction and scoped export. The exact source extraction, transformation effort and cutover plan depend on the systems and data your union brings.
What to bring to a migration review
Bring a representative extract and its field definitions, not just a list of tables. Include current and historical positions, organization relationships, agreement references and a small set of difficult records. Use an approved secure exchange for real data; the public inquiry form is for discussing scope.
- Identify the system that owns each identifier, status, date and relationship.
- Include duplicate people, renamed employers, missing values and records that should remain reference-only.
- Name the people who can approve mappings and resolve source-data questions.
Agree what acceptance will mean
A successful import is only one part of acceptance. Reconcile source totals with imported, rejected and intentionally excluded records. Sample relationships and effective dates, then run the staff workflows the data must support. Keep unresolved exceptions visible with named owners rather than hiding them in a matching total.
- Have a membership clerk verify current positions and a representative open a migrated case with its agreement context.
- Reconcile historical deductions, receipt evidence and cash allocations separately where Finance data is in scope.
- Document cutover ownership, changes made during the transition and criteria for stopping or correcting the migration.
Before you choose
Practical answers for your evaluation.
Who needs to participate in implementation?
Name a union project owner, a source-data owner and reviewers from membership, representation and Finance where those records are in scope. Before scheduling cutover, agree who supplies extracts, approves mappings, resolves exceptions and accepts the resulting workflows.
What determines migration effort?
The source formats, duplicate records, historical relationships, documents and required reconciliation determine the work. Discuss the scope with UnionStack before committing to an implementation schedule or budget. A people import does not imply that every legacy financial or case record can be uploaded unchanged.
How should staff prepare for go-live?
Rehearse a membership change, a representative hand-off and a Finance review with the people who will perform those tasks. Record unresolved questions, access decisions, cutover responsibilities and stopping criteria. Confirm any requested training or implementation assistance separately from the staff subscription.
Next step
Plan migration around the workflows the data must support.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
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