Practical planning considerations for this type of project. The scope and checks depend on the firm, its information and the systems involved.
Inventory the systems and relationships
Record the source systems, data owners and types of information to be moved. Identify links between contacts, matters, documents and financial records before deciding the target structure.
Make cleanup decisions reviewable
Agree how duplicates and incomplete records will be handled. Retain a record of mapping and cleanup decisions, and review uncertain matches rather than merging them automatically without a check.
Reconcile before switching the working record
Use test migrations to compare record counts, sample content and relationships in the target. Document exceptions, responsibilities and the cutover plan, including which system accepts new entries and how retained source information can be accessed.