MIGRATION GUIDE / REVIEWED JULY 22, 2026
Intended outcome: A measured rehearsal and a defensible go or no-go decision.
Rehearse the migration before the cutover clock starts
Use representative data to test mapping, transformation, permissions, timing, reconciliation, restoration, and user acceptance.
IMPLEMENTATION SEQUENCEWork through the change in order
- 01
Freeze the mapping and acceptance rules.
- 02
Prepare an approved representative sample.
- 03
Run the full sequence with timestamps and named owners.
- 04
Compare counts, key fields, relationships, permissions, and reports.
- 05
Restore or roll back and document every defect.
Save evidence for these checks
- The elapsed time fits the cutover window.
- Exceptions have owners and dispositions.
- Rollback reaches a usable state.
Hold the rollout when a boundary breaks
- Unexplained count difference
- Permission drift
- Rollback failure