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Technology Migration and Platform Switching

13 minPRO
3/6

Key Takeaways

  • Migrate only when the current platform fails critical requirements—minor annoyances do not justify migration costs.
  • The six-phase migration workflow: planning, parallel setup, data migration, testing, cutover, and optimization.
  • Data integrity preservation requires pre-migration audits, field mapping, cleaning, and post-migration verification.
  • Maintain read-only access to the old platform for 90 days after cutover for reference and dispute resolution.
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Test Your Knowledge

1.What is operational risk?

2.What is a risk register?

3.What is the Recovery Time Objective (RTO)?