Data and migration · ASRR Tech
How do you choose a CRM cutover time?
Choose a time when open work and changes are controllable. Define who still uses the old system and when the new environment becomes authoritative.
A practical example
The team processes final changes before the new system starts on Monday.
This is an illustrative situation for assessing your own process.
Checklist for your team
- List open work.
- Set change cutoff.
- Check final handover.
What does success look like?
There is no ambiguous period with two authoritative systems.
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.