Data Migration in Campfire: From Legacy to Certinia

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Data migration is a critical bridge between legacy systems and a future-ready solution like Certinia, and every step of the process is managed collaboratively within Campfire. Campfire is the central hub for aligning scope, managing artifacts, tracking progress, and surfacing issues—all in real time. It turns a complex, multi-stakeholder process into a structured, shared workspace.

The Campfire Plan for Migrating Data

Our proven five-phase approach to data migration is captured, managed, and executed entirely in Campfire:

1. Assess
   We gather data migration requirements in Campfire, documenting each object or table and the fields and records that the business needs.
   
   
2. Prepare
   A data crosswalk exercise is conducted to map source data to Certinia, ensuring all field mappings are defined and validated.
   
   
3. Migrate
   Small data samples are used to test and refine the migration process. If needed, ETL tools like Dataloader, Informatica, or DataStream may be used. All steps are documented with duration tracking.
   
   
4. Validate
   Data is migrated to test environments, allowing business users to review, validate, and request changes.
   
   
5. Optimize
   Final migration happens during cutover, based on validated mappings and previous rehearsals. We repeat steps where needed to ensure accuracy and readiness.

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Clarifying Scope & Building the Foundation

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The migration journey begins with a Data Migration review, which is documented and tracked in Campfire. Key goals include:

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• Confirming the complete list of in-scope objects
• Identifying source systems and mapping fields to Certinia
• Setting extraction criteria (e.g., “All Projects active in 2023 or 2024”)
• Estimating record volumes
• Identifying duplicates and transformation needs

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This information feeds into the Data Migration Crosswalk Template, a collaborative document that outlines field mappings, dependencies, and load sequences—it is linked and version-controlled in Campfire.

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A Timeline with Key Milestones

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All major activities and deadlines are tracked within Campfire:

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1. Data Migration Plan

   Approve due dates for deployment milestones (before Design & Define ends)

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2. Complete Crosswalk / Template

   Finalize mappings and ensure custom fields are reflected (before Build ends)

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3. Data Migration into Production

   Migrate to Sandbox and validate during Scenario & E2E test events

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4. Final Deployment

   Complete production migration and secure sign-off before go-live

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Each phase is documented in Campfire, with due dates, responsibilities, and file uploads clearly assigned.

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Roles and Responsibilities

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Campfire allows each team member to stay accountable by outlining roles:

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• IT SMEs validate data and trace errors
• Business SMEs ensure that the migrated data is accurate
• Data Architects define migration strategy, tools, and data criteria.
• Admins extract data, test, and manage data quality in test environments
• Consultants oversee data migration efforts/loads, issues, and resolution.

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Tasks are assigned and tracked directly in Campfire, ensuring visibility and collaboration.

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Keys to a Successful Review

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Success requires more than just execution—it depends on shared understanding. In Campfire, teams stay focused with:

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• Actions related to data migration requirements and moving the requirements into a deployment-ready state.
• A dedicated “parking lot” for unresolved issues
• Ongoing collaboration even after the review ends

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Teams are encouraged to ask questions, raise flags, and contribute continuously—Campfire captures all of it.

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Output & Next Steps

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After the review, Campfire becomes the launchpad for action:

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• Finalized Data Migration Plan and Crosswalk Template
• Dry runs and test migrations
• Reconciliation and data validation
• Final cutover strategy

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By working within Campfire, data migration becomes not just possible, but predictable and repeatable.

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