Your data is one of the most important assets of your organization. For this reason, we handle all data with careful consideration. Migrating from one or more sources of relational data requires analysis, mapping, planning, validation, and quality assurance. Our data diagnostic service is where our team becomes intimately familiar with your data so that we can plan for the conversion with confidence. This service will produce two outcomes: (1) a data dictionary of every entity/table and field from your legacy data source(s); and (2) a confident scope of work for the migration effort.

We start with a show and tell, where your identified data steward(s) and subject-matter experts provide a walkthrough of your existing CRM/Database to help orient us to the data we will be reviewing. This walkthrough helps us determine which data sets are valuable to evaluate, which are simply lookup tables and which data sets can safely be ignored.

Once we have completed the walkthrough and have been provided appropriate access to your data, we will create a data dictionary from the source database. This will not only capture the meta-data about the tables and fields, but usage as well. How many records have values in each field? How many records by table? What are some examples of each field, etc. This data dictionary will be an XLSX file that is a deliverable you can keep.

This dictionary will itemize every table/entity and column/field to help inform what data should be migrated. The data dictionary will also introduce questions that we will walk through with your team during our crosswalk efforts. The crosswalk will start by asking your team to determine what, if anything, can be ignored for the migration. These questions will inform our action plan.

Core Activities • 90 Minute Discovery Call to review existing data sources • Partner Datasource Review • Review Current Data Estate Findings • Educate on the Common Data Model for Nonprofits • Dataverse, Data Warehouse and Understanding the best data Strategy • Data Strategy Presentation back to NFP

Deliverables: (1) A data dictionary of every entity/table and field from your legacy data source(s); and (2) A confident scope of work for the migration effort

About MISSION CRM: Stewarded by our team of passionate professionals, developing and implementing MISSION CRM and solutions within Microsoft Cloud for Nonprofit is all we do. Our business discipline is to stay true to our core focus and not deviate from our product or services in pursuit of revenue.

We’ve tackled the most sophisticated requirements to the practical and tactical everyday needs in Dynamics 365, Power Portals/Apps and Azure. Combined, we bring decades of experience working with nonprofits and possess the foundational knowledge, skills and experience which spans best practices in: • Digital transformation • International implementations • Working with nonprofit organizations of various sizes and sub-verticals

Data Diagnostic and Migration Assessment – Cloud for Nonprofit: 3-Wk

MISSION CRM

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