Template IDK-14, version 1.0. Phase: Initiate Project.
How to use this template
Write this document in the first phase. It sets the approach and the principles. The detail per data object belongs in the data migration plan (template IDK-15), which follows in Confirm Prototype.
Its main job is to settle three arguments early: what is migrated, how much history comes along, and who owns the data. Get those decisions signed by the steering group.
Where a value is needed, such as the number of load cycles, leave [agree in project] until the project has decided. Do not copy a figure from another project.
The customer owns the data and this strategy. The supplier advises on method and tooling.
Replace every [...] field. Delete the rows marked Example: before approval.
Template metadata
Field
Value
Template ID
IDK-14
Phase
Initiate Project
Owner
Customer project manager, supported by the supplier project manager
Approver
Steering group
Qualification gate
Project Initiated
Version
1.0
Document control
Field
Value
Project
[Project name]
Document owner
[Name, role]
Data migration lead (customer)
[Name]
Data migration consultant (supplier)
[Name]
Status
[Draft / In review / Approved]
Storage location
[Link]
Version
Date
Author
Change
Approved by
0.1
[YYYY-MM-DD]
[Name]
First draft
[x.y]
[YYYY-MM-DD]
[Name]
[Change]
[Name]
1. Purpose and position in the project
This strategy states how data will move from the legacy systems into IFS Cloud, on what principles, and who is responsible. It is one of the strategy documents confirmed at the Project Initiated gate.
Phase
Data migration activity
Document
Initiate Project
Approach, principles, scope outline and responsibilities agreed
This strategy
Confirm Prototype
Every data object listed with source, owner and method. Cleansing under way.
Mapping, iterative loads, validation by functional teams, volume test
Plan updated per cycle, validation records
Implement Solution
Full rehearsal with complete volumes and logged timings
Cutover plan and cutover checklist
Go Live
Final extract, load, reconciliation and sign-off
Cutover checklist, reconciliation records
2. Principles
Adjust the wording. Keep the list short enough that people remember it.
The business owns the data. Each data object has a named business owner who decides what is migrated and signs off the result.
Migrate what the new processes need, not what the legacy system happens to hold.
Cleanse at the source, in the legacy system, wherever that is possible. Cleansing in spreadsheets between extract and load is repeated in every cycle and gets forgotten in one of them.
Cleansing starts now. It does not wait for the system to be installed.
Data is loaded through standard business logic, so invalid records are rejected at load. A rejection is a finding about the data, not a fault of the tool.
Every load is repeatable. Extract, transform and load steps are documented and rerun the same way in each cycle.
Every load is validated by the functional team that will use the data, against checks agreed beforehand.
Extracts contain real business data and are protected accordingly (section 9).
[Project-specific principle]
3. Scope by data object
List data objects at group level here. The plan breaks them down further.
Data group
Examples of objects
In scope
Source systems
Business owner
Notes
Example: Supplier master
Suppliers, addresses, payment terms, supplier for purchase part
Yes, suppliers with activity inside the period decided in section 4
[Legacy ERP], [spreadsheet held by purchasing]
Purchasing manager
Two sources overlap. Duplicates to be resolved before the first load.
Example: Inventory balances
Quantity on hand per part, location, lot
Yes, as of cutover
[Legacy ERP], confirmed by a count
Warehouse manager
Loaded at cutover only. Earlier cycles use a snapshot.
Basic data
[Units of measure, part groups, payment terms, delivery terms]
[Yes / No]
[Source, or "entered manually from the Book of Rules"]
[Open purchase orders, open customer orders, open balances]
[Yes / No]
[Source]
[Role]
[Notes]
Historical transactions
[Closed orders, transaction history]
[See section 4]
[Source]
[Role]
[Notes]
Documents and attachments
[Drawings, certificates]
[Yes / No]
[Source]
[Role]
[Notes]
Explicitly out of scope: [list, with the reason and where that data will remain available].
4. History depth decision
How much history is migrated is a business decision with a real cost. Record it once, with reasons, and have the steering group confirm it.
Question
Decision
Reasoning
Decided by, date
Are closed transactions migrated at all?
[Yes / No / Only for listed objects]
[Reasoning]
[Name, date]
Which master data records count as active?
Example: Suppliers and parts with activity since [agree in project], plus records named by the owner
Keeps the new system free of dead records. Owners can nominate exceptions.
[Name, date]
How will users reach older data after go-live?
[Legacy system kept read-only until [agree in project] / Archive database / Exported reports]
[Reasoning]
[Name, date]
Which legal retention duties apply, and how are they met?
[Text, confirmed by finance or legal]
[Reasoning]
[Name, date]
Are open transactions migrated or run down in the legacy system?
[Per object]
[Reasoning]
[Name, date]
Are statistics or planning history needed for forecasting?
[Yes / No, which]
[Reasoning]
[Name, date]
5. Ownership
Responsibility
Customer
Supplier
Decide scope and history depth
Accountable
Advises
Identify sources and extract data
Accountable and does the work
Advises on target format
Cleanse data
Accountable and does the work
Reports findings from loads
Map legacy fields to target fields
Functional teams decide the meaning
Provides target structure and migration job design
Build and run migration jobs
[Agree in project: customer technical analysts after training, or supplier]
[Agree in project]
Validate loaded data
Accountable, done by functional teams
Supports with checks and queries
Sign off each data object
Business owner
Not applicable
Protect extracts
Accountable
Follows the agreed handling rules
Named business owners per data group are listed in section 3. Owners need released time for this work. Cleansing fitted in around the day job is the most common reason migration runs late.
6. Cleansing approach
Item
Description
Start
Now. The readiness checklist in template IDK-15 can be worked before the system is installed.
Where cleansing is done
[In the legacy system by default. Exceptions listed per object in the plan.]
Typical tasks
Remove duplicates, decide active records, complete mandatory classifications, rationalise units of measure, normalise reference values such as countries, fix structured fields such as postcodes, move content out of free-text notes
Renumbering
[Decision whether parts, customers or suppliers are renumbered, with the cross-reference kept where]
How findings from loads are fed back
[Rejected records listed per cycle, assigned to the business owner, corrected at source before the next cycle]
Progress reporting
[Measure per object, reported in the weekly project meeting]
7. Tooling and methods
Method
When it is used
Notes
Migration jobs in IFS Cloud (Data Migration Manager where licensed and agreed)
Medium and large data sets, anything loaded in more than one cycle
Loads through standard business logic. Jobs are reusable across cycles and at cutover.
Copy and paste or file import on standard pages
Small sets of basic data
Quick, but must be documented so it can be repeated
Manual entry
Very small sets, or data that needs a human decision per record
Doubles as training for key users. Record who enters what.
Configuration packages between environments
Basic data and configuration already verified in one environment
Not a migration from legacy, but part of the load sequence
Item
Decision
Extract tooling on the legacy side
[Tool, owner]
Transformation tooling
[Tool, owner. State whether transformation rules are stored as scripts or done by hand.]
Target environments per cycle
[Environment names]
Technical training needed for the customer team
[Course, attendees, timing]
Where mapping documents and job definitions are stored
[Link]
8. Load cycles, validation and reconciliation
8.1 Load cycles
Item
Value
Number of load cycles before the rehearsal
[agree in project]
Purpose of each cycle
Example: First cycle proves the jobs and the load order with a sample. Later cycles use full extracts. The last cycle before SAT runs with real security and feeds the SAT environment.
Entry criteria for a cycle
[Mapping approved for the objects in the cycle, extract delivered, environment ready]
Exit criteria for a cycle
[Rejections listed and assigned, validation checks run, results recorded]
Volume test
[Which cycle loads full volumes to prove run times]
Full rehearsal
In Implement Solution, with complete volumes, timings logged per step. More than one rehearsal is recommended.
8.2 Validation and reconciliation approach
Level
What is checked
Who
Evidence
Technical
Records extracted, records loaded, records rejected, with reasons
Migration team
Load log per job
Reconciliation
Example: Count of open purchase order lines and total open quantity per site in legacy equals the same in IFS Cloud
Business owner with migration team
Reconciliation sheet, signed
Financial
[Inventory value, open balances agree with the legacy ledger at the cutover date]
Finance
Reconciliation sheet, signed
Functional
Processes run with migrated data: a migrated part can be ordered, received and issued
Functional team
Test script result
Sample
Records picked by the owner compared field by field
Business owner
Sample log
Tolerances for reconciliation differences: [agree in project], decided by [role].
9. Security and privacy of extracts
Extract files hold prices, supplier and customer details and sometimes personal data. They travel outside the access control of both systems.
Topic
Rule
Storage location for extracts and load files
[Named location with access restricted to the migration team]
Transfer between customer and supplier
[Agreed secure channel. Not e-mail attachments.]
Personal data
[Which objects contain it, legal basis, approval by the privacy owner]
Use of production data in test environments
[Allowed / Masked / Restricted to named environments]
Who may access which environment holding migrated data
[Roles]
Retention and deletion of extract files
[Deleted [agree in project] after go-live sign-off, by whom, with confirmation]
Copies on personal devices
Not allowed
10. Cutover implications
Topic
Decision or approach
Timing
[Go-live date aligned with a financial period boundary, away from business peaks and holidays]
Legacy freeze
[When transactions stop in legacy, per area]
Static data loaded early
[Which objects are loaded before the cutover window, and how changes are kept in step until go-live]
Dynamic data loaded in the window
[Balances, open orders]
Duration of the migration steps
Taken from the rehearsal logs, not estimated
Point of no return
[Defined in the contingency plan, with the decision maker]
Backup
Production is backed up before release to users
Catch-up of transactions during the window
[How business done on paper during the freeze is entered]
Sign-off before release to users
[Business owners sign reconciliation, steering group or delegated authority releases]
11. Roles
Role
Name
Responsibility
Data migration lead (customer)
[Name]
Owns the plan, coordinates owners, reports progress
Business data owners
[Names per data group]
Scope, cleansing, validation, sign-off
Technical analysts (customer)
[Names]
Extracts, transformation, running migration jobs after training
Data migration consultant (supplier)
[Name]
Method, job design, support during loads
Application consultants (supplier)
[Names]
Target data structure, support for mapping decisions
Project managers
[Names]
Plan, resources, escalation
Privacy or security owner
[Name]
Approves handling rules in section 9
12. Risks
Risk
Mitigation
Owner
Sources and data quality understood too late
Inventory of sources and cleansing start in the first phase
[Name]
Owners not released for cleansing and validation
Time commitment agreed by the steering group, tracked in the project plan
[Name]
Too few full iterations
Number of cycles agreed and planned, rehearsal with full volumes
[Name]
Technical team not trained on the tooling
Technical training scheduled before the first cycle
[Name]
[Risk]
[Mitigation]
[Name]
13. Approval
By approving, the steering group confirms the scope outline, the history depth decision, the ownership model and the handling rules for extracts.
Role
Name
Decision
Date
Signature
Customer project manager
[Name]
[Approved / Approved with comments / Rejected]
[YYYY-MM-DD]
Supplier project manager
[Name]
Customer sponsor
[Name]
Steering group chair
[Name]
Comments and conditions: [text]
Independent template aligned with the IFS implementation methodology. Not an official IFS document. IFS is a registered trademark of IFS AB.
Independent template aligned with the IFS implementation methodology. Not an official IFS document. IFS is a registered trademark of IFS AB.
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