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Document and data migration

From one or multiple homes to a single new home

Qdossier can lead document and data migration development and execution. We use our regulatory subject matter expertise to put your content in the right context when finding a new home. This results in clear rules for migration and mapping to valid target vocabularies. 

Document and data migration is more than simply copy-paste

Document and data migration is more than simply copy-paste. It requires knowledge about the context and content of the documents and data. It requires a thorough understanding of the destination, granularity, controlled dictionaries, meanings, and business rules. Therefore, migration often includes cleansing, correction, and harmonization. No data or document concerns simply content; it needs to be seen in the context of its purpose. Only then, one can rely on the information, do analytics, gain knowledge and make informed decisions. Migration of legacy data is key to business continuity.

Our approach

Qdossier’s subject matter experts will apply for all your data sources and document repositories in scope for the migration exercise. Together we will define what must be migrated, what is nice to have and can be done on an ad hoc basis post-go-live, and what can be archived. Subsequently, Qdossier will obtain exports of the data and data associated to documents. Business rules will be defined, applied, and translated into structural formulas. Those formulas can be exposed to the exported data sets and validated. In the beginning, a single rule will clean many records; gradually fewer records can be cleansed by a single rule. Together with the customer, Qdossier defines when to decide to stop the development of rules and update records manually. 

Once the rules have been translated to formulas and the result of those formulas has been validated, a new export will be obtained. Over the weekend such export will be exposed to all formulas. Subsequently, the source records will be cleansed automatically and the cleansed records (and those that can be mapped without cleansing) can be mapped to the new home of those records. This results in a clear definition of the bulk that has been migrated and is complete and a minority of migrated records that are not complete (e.g. field with a value ‘unknown’ or ‘TBD’) that have to be adjusted post-migration on a case by case basis.

More information

Michiel Stam

Michiel Stam
+31 416 707 998

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