Migration · 9 min

Prepare source data before it moves

Profile, map and reconcile source records before treating them as production data.

Migration is a sequence of decisions about authority, quality and relationships. Moving every column unchanged usually preserves the problems a new system was meant to solve.

Step 01

Name authoritative sources

Identify the owner and intended use of every people, position, organization, case and agreement source.

Step 02

Map to the target model

Define how fields, controlled values, identifiers and relationships translate into the approved UnionStack configuration.

Step 03

Reconcile in stages

Validate representative samples, compare counts and exceptions, then obtain business-owner acceptance before cutover.

Next step

Put the guide into practice.

Use controlled sample data in a 30-day trial, or ask UnionStack how the workflow fits your evaluation.

Credit card required. Automatic billing after 30 days.