From Legacy System to a Single Source of Truth

Just like every other area of data analytics, migrating a report from a legacy system or spreadsheet to a BI tool can only be done right when you ask the right questions.

Framework

• Investigation
  • Legacy systems
  • Available ETL tool
  • Data warehouse
  • Data governance

• Solutions Implementation
  • Solutions enquiry
  • Extra Insights that can be generated
  • Documentation
  • Change Management
  • Acceptance criteria
  • Codes

Legacy systems

• List out all the legacy systems used by the business

Available ETL tool

• Is the ETL tool able to connect to all the key systems used by the business

Data governance

• How was the data secured around the spreadsheet
• Can a similar or better security be replicated using the BI tool

Solutions enquiry

• Are the sources of data only from systems, or just manual, or system + manual
• Can a direct connection be made from the system to the BI Tool so the data can be ingested directly from the system
• Can a power app be made for manually entered data so the data can be ingested from the power app

Extra insights that can be generated

• Is the BI tool able to get more features from the data source that could be useful for more insights
• Are there new values that can be created if the BI tool gets the data in real-time
• Are there new logics that were needed by this business area that can be built using the BI tool

Documentation

• Document the new process for generating the report using the BI tool

Change Management

• Is the values from the newly built report equal to the previously built report
• Is the values from the newly built report different from the previously built report due to data quality issues
  • Are the definitions of features from the newly built report what was intended by the business
• Catch-up with stakeholders to discuss usability and impact of new process for the BI report

Acceptance criteria

• Newly built report on BI tool generated same or better report than spreadsheet

Codes

• Document codes similar to that used on the spreadsheet report that were use on the BI tool
• Document new codes for new insights where applicable