Data and migration · ASRR Tech
When can the old CRM become an archive?
Check active work has transferred and required history remains retrievable. Agree who accesses old information and how corrections are handled.
A practical example
An employee occasionally needs an old proposal not moved into the active record.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Confirm active handover.
- Test historical lookups.
- Define archive use.
What does success look like?
The old system is no longer a hidden second work queue.
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.