What are the Challenges with Data Conversion When You Move to the Cloud?

Transition Business Software to the Cloud

If you are considering moving your on-premise business solutions to the Cloud, congratulations! There has never been a better time to realize the increased productivity, profitability, and growth possible with cloud-based business software.

As you prepare to make the move, however, be aware that there are some potential pitfalls that could make your transition harder. Working with an experienced partner like BroadPoint will help you be prepared for any hazards on the road to a successful implementation.

An example of a potential pitfall

Attempting to migrate all your historical data without fully understanding its value and the costs and difficulties involved may cost you in time, money and the success of your implementation.

Often, clients don’t fully understand their data and the complexities of moving it from their old system to the new one. In fact, it’s quite complex to move data into the Cloud. For example, a marketing manager we worked with on a recent CRM implementation project said he wanted all lead data migrated to the Cloud, including the “Weighted Revenue” field he saw for each lead in his current system. He saw a dollar amount in the “Weighted Revenue” field, so he assumed that information would be moved into the cloud along with all the other lead data. But he didn’t understand that “Weighted Revenue” data didn’t actually exist in the underlying data. Rather, it was dynamically generated based on custom code someone in his organization had created years ago.

Executives and end users may not actually know how data is stored in their systems. They don’t realize that data seen on screens may be generated dynamically by custom code someone wrote in the past. They don’t understand that moving data can be expensive and don’t realize the profound impact that can have on the cost and success of their implementation.

Often executives are looking for systems with more out of the box features because they think of customized systems as being expensive to build and maintain. End users, on the other hand, often want all of the features and custom pieces they had in their previous system rebuilt. There may be a lack of alignment between the executives sponsoring and paying for the implementation project and end users who are concerned only with functionality. This can result in frustration on both sides and unexpected costs.

How can you avoid this pitfall?

Be sure to allocate time for planning before you begin migrating your data to the cloud.

Data is complex and requires planning to understand how it’s structured. You can’t assume that the data you need is there in the underlying system. Considering how complex data migration can be, it’s important to consider the business value associated with moving the data over. Once you understand where the data lives and how difficult, expensive, and time-consuming it may be to migrate the data, determine whether moving all of it is the best decision. Don’t make the blind assumption that the data should be moved over without understanding its business value. In many instances, it may be better to save the historical data somewhere else.

Allocating time for planning before you begin migrating your data to the cloud will help you to avoid overspending and dragging a project out significantly beyond the estimated timeline. Work with your implementation partner in the planning stages. They’ve seen countless systems and data patterns, and they are truly experts.

If you are contemplating a move to the cloud, there are other pitfalls you’ll want to be aware of.

Download the free white paper: 7 Pitfalls to Avoid as You Transition Business Software to the Cloud

If you are contemplating a move to the Cloud, contact our experts at BroadPoint. Let us show you how your organization can achieve increased productivity, profitability, and growth with your business software in the Cloud.

CRMAlex Quinn