Data cleansing activities need to be performed by CHP in preparation for Data Migration to ensure clean and accurate data is imported into the Zavanti solution. Suggested tasks to perform are documented below.
1. Finalise a list of what needs to be migrated.
a. Review the entities list, confirm CHP which to include applications, work tasks, inspections etc and how much history is to be imported.
2. Specify what needs to be migrated from different sources against list of entities.
a. The level of historical data to be migrated needs to be determined. If it is decided not to migrate historical data this will impact the level of reporting functionality with the main impact to financial and property status data. If it is decided to include CHP historical data, additional time for importing data needs to be considered especially for final Go live migration.
3. Develop a Data extraction plan.
a. A plan needs to be established for data extraction, the turnaround time for Go Live migration is a key consideration. All data must be able to be extracted from a single point in time to ensure all extracted balances and connecting data is accurate and aligns correctly.
4. Check system and populated templates for duplications.
5. Review and complete any fields with $0 balances or blank records.
6. The Data type needs to match the field type in Zavanti, for example a free text field in CHPs system might be the source data for a tick box in Zavanti. The templates Zavanti will provide show this information, but it is CHPs responsibility to transform your data into that form, any detail lost in the transformation will be lost permanently.
7. CHP needs to ensure exact matching values for option sets and Master data. All entities within the system must match set values.