migration
Solar operations data migration assessment
Inventory source systems, map records and identifiers, clean data, test imports, validate totals, plan cutover, and define rollback before operational use.
01
Treat migration as an operating-control change
Moving data is only one part of migration. Ownership, identifiers, history, validation, cutover, and rollback need explicit decisions.
- Inventory and scope boundaries
- Map and clean
- Test and data validation
- Cutover, acceptance criteria, and rollback
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Source systems and owners
- Objects, identifiers, and relationships
- History, attachments, and archive requirements
- Test results, reconciliation, exceptions, and approval
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Required versus optional history
- Authoritative source and freeze rules
- Integration dependencies
- Cutover sequence and rollback ownership
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- What must move?
- Which identifiers are stable?
- How are totals and samples reconciled?
- What condition stops or reverses cutover?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.