Data and migration · ASRR Tech
How do you preserve record ownership during migration?
Map old owners to current roles and define a fallback for departed employees. Have teams review open records before launch.
A practical example
Open enquiries remain assigned to a former employee.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Map owners.
- Assign exceptions.
- Ask teams to review.
What does success look like?
Every active record has an available owner after cutover.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Data and migration: the wider process
Migration moves a working process, not just a file. Decide which data is still active and which should remain historical. Define fields and statuses before converting them. Start with a representative sample and have future users review it. Compare record counts and inspect individual records. Agree when changes in the old system stop and who resolves errors. Verify the import options available for your configuration before treating a file as the final handover.