Data Migration Source Discovery Template - Flow7 Step 1

What You Get:

This product has 3 x simple PDF templates to help you master Step 1 of data migration planning using the Flow7 Migration System - knowing exactly what data you have, where it lives and how important the business processes are it relates to before you start moving it.

Included in this download:

• PDF Data Sources Inventory Template - Systematically catalogue all your business systems (CRM, ERP, spreadsheets, databases, etc.) with fields for system type, version, business priority, data ownership, and update frequency
• PDF Export Assessment Template - Record how difficult and time-consuming it will be to extract data from each system, including export methods, data sizes, and complexity ratings
• PDF Business Process Template - Record your business processes and categorise any data tags, filters or company workarounds that are used.
• Step-by-step guidance with templates - Clear instructions and examples for each field, so you know exactly what information to capture
• Simple format - Clean, organised templates that you can fill out digitally or print for non technical team collaboration.

Perfect for:

• Business owners and managers planning system migrations
• IT teams preparing data migration projects and working with non technical colleagues
• Consultants managing client migrations and helping clients to understand their own data lanscape
• Anyone who needs to understand their data landscape before making changes

Bonus: Includes link to a short how-to video showing you exactly how to use these templates effectively.

Stop guessing about your data sources. Get organized, reduce migration risks, and set your project up for success from day one.