Because It's All About Your Members

Association Management Solutions

Let's Prepare For Your Data Migration, Together

For successful data migration and cutover, preparation is key. Often, organizations don’t reflect upon data migration until the time has come to perform this task. Too little attention is given to the preparatory phases of the data transition.

The Importance of Data Migration Planning

Given its complexity, doing proper preparation work is fundamental. We’ve created a set of tried-and-true principles that will help serve you well when formulating your data migration plan.

01

Planning Process

  • Assign ownership
  • Identify source data in the scope of the migration
  • Ensure source data access and understand the data extraction process
  • Understand the solution provider data migration methodology
02

Prep & Map

  • Define the target customer population to migrate
  • Identify your organization’s user-defined data points and attributes to migrate
  • Map data to the solution provider’s format, identifying any discrepancies and mismatches
  • Understand how many conversions the solution provider builds into the project scope
03

Clean & Transform

  • Inspect data quality and cleanse source data to address irregularities, potential conflicts, and duplications
  • Convert source data into the required data migration structure
  • Share data with your solution provider to review and finalize
  • Understand the solution provider exception management practices

Let Us Show You What's Possible

Trade associations, professional societies, and non-profits of all sizes have transformed their businesses and exceeded member expectations with re:Members AMS.