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Presentation-The-Data-Conversion-Cycle

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Dave Gordon
The Data Conversion Cycle
October 10, 201811:00 am EST
Technical Project Management
www.greatpro.org
Dave Gordon
Dave GordonHCM Transformation ConsultantThe Practicing IT Project Manager, LLCdavegordon@practicingitpm.com
Hosted byWendy NolanThe Great IT ProfessionalWendy_Nolan@compaid.com
www.greatpro.org
About the Presenter
Dave Gordon consults on HCM transformation, providing project and program management services for global firms. He has authored or contributed to several books and hundreds of articles on project management. He also curates a weekly list of new web content of interest to project managers at:http://blog.practicingitpm.com/
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The Data Conversion Cycle
A generalized approach to migrating data records to a new transaction processing systemIndependent of business domain, project management methodology, software products and technologyDesigned for use by cross-functional teamsIntended to facilitate a shared understanding through use of a common vocabulary
The Data Conversion Cycle
Basic Principles
Planned iteration of a basic cycleSimplified initial requirementsAdd complexity in subsequent cyclesContinuous refinement based on inspection of resultsJust enough documentation to support the work at hand
The Data Conversion Cycle
An Iterative Approach
The Data Conversion Cycle
Typical Project Team Roles
Data Custodians – primary expertise is business domainDatabase Administrators – primary expertise is managing database technologyProject ManagersConversion LeadsTesting and Validation LeadsProject Sponsors
The Data Conversion Cycle
A Shared Vocabulary
Field: contains a single data elementRecord Type: a list of fields in a recordRecord: a single instance of data of a particular record typeFile: a collection of records, usually of a single typeTable: in arelationaldatabase, a container for records of a particular type
The Data Conversion Cycle
A Shared Vocabulary
Parent-Child Relationship: a child record includes additional attributes of a parent record; usually one-to-manyKey Field: one or more fields that uniquely identify a recordLocal Key: identifies itselfRemote Key: refers to another recordReferential Integrity: quality of remote links
The Data Conversion Cycle
Define Conversion Scope
The Data Conversion Cycle
Discover what needs to be done
Identify all sources, on-line and offBased on record retention policies: keep in production, archive, or purge? Exceptions?Controls required: access, destructionIntent for legacy system? Decommissioning?Number of conversion cycles needed: development, test, transition to productionDefine detailed scope for each iteration
The Data Conversion Cycle
Map Records to Target
The Data Conversion Cycle
Data Assumes The Shape of Its Container
Data mapping: an analytical process that results in rules fortransformingdata elements captured in one data model to haveequivalentmeaning under a different data modelCollaboration between respective product experts, DBA and Data CustodiansReferential integrity and keysConventions for creating new data elements
The Data Conversion Cycle
Legacy System Extraction Processes
The Data Conversion Cycle
Reproducible Data Extraction
Use a secured static copy of legacy ProductionIdentify dependencies and sequenceDetermine exception handling rulesEstablish communication protocols for issuesIdentify decision makers for issues and decisionsPrepare audit reports to confirm extraction of records in scope
The Data Conversion Cycle
Extract & Load to Target System
The Data Conversion Cycle
Extraction: Key Actions
If necessary,refreshstatic copy of ProductionRun audit reports to get accurate record countsExecute extraction processesCompare results of the load processes to audit record countsTransfer extracted records usingsecuremeans, to asecurefile server!
The Data Conversion Cycle
Load: Key Actions
Ensure load process sequence is followed to preserve referential integrityPreserve all exceptions for analysis in ValidationRun audit reports on loaded records and compare to extraction reportsIdentify needed corrections to Target system configuration that impacted loading
The Data Conversion Cycle
Validate Conversion Load
The Data Conversion Cycle
Preparing for Validation
Goal: minimize the time required to validate!Identify specific records to validateIdentify application user roles with access required to access and validate loaded recordsReview delivered audit reports and identify gaps; create new reports before loadingIdentify fields which are better compared via automated means, e.g. Excel
The Data Conversion Cycle
Validate the Target System
Application-level comparison: log into both systems at the same time to identifymapping errorsReport-level comparison: inspect for truncated values, duplicates, omissions, and other errors in theextraction processesInspect load process logs for errors to be corrected inProduction records
The Data Conversion Cycle
Create a Plan!
List all constraints and assumptionsBased on scope, identify tasks for each iterationIdentify dependencies between workstreamsEstimate duration for each task—optimistic, worst case, and most likely—for each iterationIdentify who will participate in each step of the processIdentify and manage risks!
The Data Conversion Cycle
Buy My Book!
The Data Conversion Cycle
Available on AmazonPaperback: $6.99Kindle: $4.49Only 88 pages!
Questions?
Title of Presentation
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Dave Gordon
Dave GordonHCM Transformation ConsultantThe Practicing IT Project Manager, LLCdavegordon@practicingitpm.com
Hosted byWendy NolanThe Great IT ProfessionalWendy_Nolan@compaid.com
www.greatpro.org
www.greatpro.org

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Presentation-The-Data-Conversion-Cycle