When I want to move data from your off-the-shelf or traditional tools to a custom setup that is created on a no-code tool or platform, I try as much as is possible to replicate the best parts of the existing environment. I’ll consider several aspects of the tool and the environment that we want to put together because I cannot bring everything over, depending on how customized and how niche the traditional tool was.
So let’s say we have something like Jira and we want to replicate a simpler Agile setup, something we can use to manage Agile projects. We want the environment to be something similar to that. It’s going to be very different from the approach we would take when moving from Trello to a custom setup because we’re trying to replicate the environment, but in a much simpler way. Now we’re going to look at what can be done.
Remember, we can’t pull everything into the new setup. We’re looking at what we can keep, where we need workarounds, the things that we need to change, and we’re considering every aspect of it before we even think of moving the data.
So we’re going to look at where we’re replicating this and see what is needed. Once we know how we’re going to create the environment, we can then export the data and structure it. Depending on the tool, you can export the data in phases. You’re going to move it and then carry out proper testing to see if the data you’ve moved is accurate. We’re also looking at how many years of data we’re moving. How many years back? What do we want to see at the end of the day?
All of these are important. We’re trying to replicate the environment as closely as possible while still taking into account all the requirements, priorities, problems that the team had with the previous tool, what they’re looking to avoid, and then we create something that solves those problems.