HCM Data Migration Xpert Package
HCM Data Migration Xpert Package
Lower costs, go live faster, expedite legacy system retirement, and accelerate ROI from your new HCM system.
Lower costs, go live faster, expedite legacy system retirement,
and accelerate ROI from your new HCM system.
The Providence HCM Data Migration Xpert Package is a turnkey data migration solution that combines a vendor-agnostic
approach, purpose-built HCM Data Migration Xpert technology, and expertise with the most prominent HCM
solutions for faster, more accurate, lower-cost HCM data migrations.
If migrating complex HCM data is not your expertise, why struggle when Providence Technology Solutions can make
data migration easy for you? Think of all the areas in your own life where you hire experts to ensure your success.
Providence, “The HCM Technology and Data Migration Xperts,” do the “heavy lifting.” You stay focused on your business and HCM innovation while Providence takes care of moving the data so you don’t have to.
Providence Technology Solutions Data Services ensures you migrate to your new HCM system faster, with greater accuracy and lower cost.
Providence HCM Data Migration Xpert Package:
Data Migration Readiness Assessment:
- Project Kickoff Workshop
- Data Extraction Analysis
- Test Data Validation
- Legacy Systems Data Dictionary
- Data Element Attribute Map
- Findings & Recommendations Report
Data Migration:
- Requirements & Analysis
- Design, Develop, & QA Test
- Extract, Translate, & Validate Data
- Prepare & Populate Data
- Target System Data Load Templates
Standard Data Types:
- Core HR
- Payroll
- Benefits
- Time & Attendance
Includes:
- (1) Data source (Vendor & System file/database where data is extracted from)
- (3) File iterations (Initial, QA & final load) for each data source
- YTD current history for each data source
Additional services:
- Additional data sources. History & file iterations can be added at additional cost.
- Recruiting, Onboarding, Performance, Compensation, & other data types can be added at additional cost.
- Data Cleanliness Program is 15% of package fee per year. Quarterly check-ups year 1, bi-annually year 2+.
- Pre-migration data clean-up can be provided at additional cost.
HCM Data Migration
HCM Data Migration is the extraction, translation, transformation, and movement of data from a legacy source system into the target system format. Typically, a new target system includes different functions and processes that require data changes. Legacy source data may require clean-up (e.g. correcting addresses, de-duplicating), which is usually performed in the legacy source system prior to migration.
Step 1 – Requirements and Analysis:
- Define data requirements, approach, and responsibilities. High-level requirements systematically distilled into a detailed Requirements Tractability Matrix.
- Define the scope of data to be migrated and migration rules. Data profiling of 100% of the data to be migrated, to assess data quality, volume, and number of variants.
- Define and agree on any data clean-up to be performed, prior to migration.
- Define total migration approach and relevant components (all data sources, all variants).
- Decide on single migration (big bang), phased, or incremental approach.
Step 2 – Design, Develop, and QA/Unit Test:
- Design how each data item will be mapped and migrated from source to target system.
- Design how the migration will be validated through testing.
- Define non-functional aspects (i.e. performance / time window for the full migration).
- Develop and QA and unit test migration processes against legacy system test data.
Step 3 – Extract, Translate, and Validate Legacy Data:
- Testing of the new system with prepared test data (a precondition for the next steps).
- Trial migrations to validate all procedures and jobs required to properly migrate data.
- Testing of the new system processes (end-to-end) with the migrated data.
- Develop and QA and unit test migration processes against legacy system test data.
Step 4 – Prepare and Populate Data into Target System Data Load Templates:
- Build the target system templates.
- Extract data from Providence standard tables, populate the target system templates.
- Validate source data correctly populated into target system templates.
- Work with Client and target system vendor points of contact to confirm data is ready for go-live.
- Produce and provide the final migration templates to the target system vendor.
Step 5 – Deliver Target System Data Load Templates and Project Close-Out:
- Provide completed target system templates for upload into the production environment.
- Support Client validation of data in the new environment and resolve any errors identified.
Our consultants can help you with:
- Data Audit Solutions
- Data Migration Solutions
- HR Analytics & Reporting
- Benefit Carrier Billing Reconciliation
- HR Data Cleanliness Solution
- Custom Solutions
- Custom Integrations
- Legacy System Custom Compliance Reporting Data Mart Solutions
- HR Data Cleanliness Solution
- HCM Data Xpert Tolls: Technical Brief
Data Migration Readiness Assessment
Validate readiness by moving three (3) to five (5) representative employee records through the migration process (identification, extraction, mapping, translation, import preparation) as a pilot migration.
Step 1 – Project Kickoff Workshop: involving Client and Providence:
- Scope exercise, assign roles, and commence first round of activities.
- Identify sources and data entities to move, discuss target system requirements.
- Identify in-house stakeholders to participate in the assessment and subsequent migration.
- Determine three (3) to five (5) representative employee records that cover all use cases.
Step 2 – Data Extraction Analysis:
- Flat-file data, metadata, and documentation made available for each source entity identified.
Step 3 – Test Data Validation:
- Validate the extraction process, tools, secure transmission, and profiling techniques.
- Validate content, structure, semantics, quality, and relationships of source data elements.
- Validate data and risks to cleanliness and access to the chosen test data elements.
Step 4 – Create a Legacy System Data Dictionary:
- Analyze source data elements/entities structure, relationships, and use within legacy system.
- Determine critical structural differences and definitions between source and target entities.
- Create high-level mapping and transformation requirements including merging, aggregating, joining, and de-duplication and identification of any associated risks.
Step 5 – Data Element/Entity and Attribute Mapping:
- Examine the attributes of source and target elements/entities.
- Establish mapping and transformation rules to ensure source data meets target system vendor requirements.
Step 6 – Findings and Recommendations Report – Presented by Providence:
- Executive summary and business value analysis.
- Legacy data dictionary and mapping documents.
- Detailed migration plan with data elements/entities, resource needs, and timeline(s).
- Risk identification and mitigation strategies to execute prior to full data migration.
- Recommendation(s) for archival of initial and historical data not being migrated.
Data Cleanliness Program
Commences upon the new system production go-live date, and is done Quarterly during year one and semi-annually in subsequent years. Providence consultants will work with the client to ensure migrated data is maintained properly and to identify risk areas so data cleanliness doesn’t become an issue.
Supporting Documents:
- Discovery Questionnaire
- Scope of Work (SOW)
- Master Service Agreement (MSA)
Data File Imports and Exports included in the Data Migration Xpert Package:
- Excel (.xlsx)
- Comma-Separated (.CSV)
- SQL
- Text (.TXT)
- XML
- HTML
- PDFs
Standard Types of Data included in the Data Migration Xpert Package:
- Master file Employee and Opening Balance Excel Template - Required to provide the master file and opening balance source data in the target system layout.
- Contacts, Dependents & Beneficiaries - Used to upload contacts, dependents, and beneficiaries covered under the employees’ benefit plans. Required for Interfaces.
Optional data types that can be migrated as part of the Data Migration Xpert Package:
- Optional HR Information - such as skills, licenses, education, multiple jobs, allocations, etc.
- Optional History Information - such as job, status, and review history. This upload may incur an additional fee; Client must review their contract for details.
- Global Employee Information - Information for employees working outside of the U.S.
- Third-Party Pay - Individual check history to be loaded into HRIS.
- Configurable Fields - Allows data import into configurable fields established using platform configuration.
Currency Conversion:
- Convert local currency into US dollars at a designated point in time.
In addition to our HCM Data Migration Xpert Package, we offer additional data services that include a Readiness Assessment and a Data Cleanliness Program. For additional information on our Data Service, please click here.
Providence’s extensive practical HCM implementation experience across a diverse set of vendors and clients along with our world-class data management expertise and our HCM Xpert Series software tools enables us to complete HCM data migrations faster, more accurately and at a lower cost.
Providence Technology Solutions listens and understands that your business is unique, and we work with you to provide custom solutions, tailored to your specific needs. Delivered with our Strategic Advisory team, HCM Consulting, Data (Audit, Clean-up, and Migration), and Staffing solutions. We advocate for you, and if we do not have a solution that fits your need, we will either create one by building what you need specifically or refer you to someone whom we think could be of assistance.
Providence HCM Data Migration Xpert Package:
Data Migration Readiness Assessment:
- Project Kickoff Workshop
- Data Extraction Analysis
- Test Data Validation
- Legacy Systems Data Dictionary
- Data Element Attribute Map
- Findings & Recommendations Report
Data Migration:
- Requirements & Analysis
- Design, Develop, & QA Test
- Extract, Translate, & Validate Data
- Prepare & Populate Data
- Target System Data Load Templates
Standard Data Types:
- Core HR
- Payroll
- Benefits
- Time & Attendance
Includes:
- (1) Data source (Vendor & System file/database where data is extracted from)
- (3) File iterations (Initial, QA & final load) for each data source
- YTD current history for each data source
Additional services:
- Additional data sources. History & file iterations can be added at additional cost.
- Recruiting, Onboarding, Performance, Compensation, & other data types can be added at additional cost.
- Data Cleanliness Program is 15% of package fee per year. Quarterly check-ups year 1, bi-annually year 2+.
- Pre-migration data clean-up can be provided at additional cost.
Data Migration Readiness Assessment
Validate readiness by moving three (3) to five (5) representative employee records through the migration process (identification, extraction, mapping, translation, import preparation) as a pilot migration.
Step 1 – Project Kickoff Workshop: involving Client and Providence:
- Scope exercise, assign roles, and commence first round of activities.
- Identify sources and data entities to move, discuss target system requirements.
- Identify in-house stakeholders to participate in the assessment and subsequent migration.
- Determine three (3) to five (5) representative employee records that cover all use cases.
Step 2 – Data Extraction Analysis:
- Flat-file data, metadata, and documentation made available for each source entity identified.
Step 3 – Test Data Validation:
- Validate the extraction process, tools, secure transmission, and profiling techniques.
- Validate content, structure, semantics, quality, and relationships of source data elements.
- Validate data and risks to cleanliness and access to the chosen test data elements.
Step 4 – Create a Legacy System Data Dictionary:
- Analyze source data elements/entities structure, relationships, and use within legacy system.
- Determine critical structural differences and definitions between source and target entities.
- Create high-level mapping and transformation requirements including merging, aggregating, joining, and de-duplication and identification of any associated risks.
Step 5 – Data Element/Entity and Attribute Mapping:
- Examine the attributes of source and target elements/entities.
- Establish mapping and transformation rules to ensure source data meets target system vendor requirements.
Step 6 – Findings and Recommendations Report – Presented by Providence:
- Executive summary and business value analysis.
- Legacy data dictionary and mapping documents.
- Detailed migration plan with data elements/entities, resource needs, and timeline(s).
- Risk identification and mitigation strategies to execute prior to full data migration.
- Recommendation(s) for archival of initial and historical data not being migrated.
HCM Data Migration
HCM Data Migration is the extraction, translation, transformation, and movement of data from a legacy source system into the target system format. Typically, a new target system includes different functions and processes that require data changes. Legacy source data may require clean-up (e.g. correcting addresses, de-duplicating), which is usually performed in the legacy source system prior to migration.
Step 1 – Requirements and Analysis:
- Define data requirements, approach, and responsibilities. High-level requirements systematically distilled into a detailed Requirements Tractability Matrix.
- Define the scope of data to be migrated and migration rules. Data profiling of 100% of the data to be migrated, to assess data quality, volume, and number of variants.
- Define and agree on any data clean-up to be performed, prior to migration.
- Define total migration approach and relevant components (all data sources, all variants).
- Decide on single migration (big bang), phased, or incremental approach.
Step 2 – Design, Develop, and QA/Unit Test:
- Design how each data item will be mapped and migrated from source to target system.
- Design how the migration will be validated through testing.
- Define non-functional aspects (i.e. performance / time window for the full migration).
- Develop and QA and unit test migration processes against legacy system test data.
Step 3 – Extract, Translate, and Validate Legacy Data:
- Testing of the new system with prepared test data (a precondition for the next steps).
- Trial migrations to validate all procedures and jobs required to properly migrate data.
- Testing of the new system processes (end-to-end) with the migrated data.
- Develop and QA and unit test migration processes against legacy system test data.
Step 4 – Prepare and Populate Data into Target System Data Load Templates:
- Build the target system templates.
- Extract data from Providence standard tables, populate the target system templates.
- Validate source data correctly populated into target system templates.
- Work with Client and target system vendor points of contact to confirm data is ready for go-live.
- Produce and provide the final migration templates to the target system vendor.
Step 5 – Deliver Target System Data Load Templates and Project Close-Out:
- Provide completed target system templates for upload into the production environment.
- Support Client validation of data in the new environment and resolve any errors identified.
Data Cleanliness Program
Commences upon the new system production go-live date, and is done Quarterly during year one and semi-annually in subsequent years. Providence consultants will work with the client to ensure migrated data is maintained properly and to identify risk areas so data cleanliness doesn’t become an issue.
Supporting Documents:
- Discovery Questionnaire
- Scope of Work (SOW)
- Master Service Agreement (MSA)
Data File Imports and Exports included in the Data Migration Xpert Package:
- Excel (.xlsx)
- Comma-Separated (.CSV)
- SQL
- Text (.TXT)
- XML
- HTML
- PDFs
Standard Types of Data included in the Data Migration Xpert Package:
- Master file Employee and Opening Balance Excel Template - Required to provide the master file and opening balance source data in the target system layout.
- Contacts, Dependents & Beneficiaries - Used to upload contacts, dependents, and beneficiaries covered under the employees’ benefit plans. Required for Interfaces.
Optional data types that can be migrated as part of the Data Migration Xpert Package:
- Optional HR Information - such as skills, licenses, education, multiple jobs, allocations, etc.
- Optional History Information - such as job, status, and review history. This upload may incur an additional fee; Client must review their contract for details.
- Global Employee Information - Information for employees working outside of the U.S.
- Third-Party Pay - Individual check history to be loaded into HRIS.
- Configurable Fields - Allows data import into configurable fields established using platform configuration.
Currency Conversion:
- Convert local currency into US dollars at a designated point in time.
In addition to our HCM Data Migration Xpert Package, we offer additional data services that include a Readiness Assessment and a Data Cleanliness Program. For additional information on our Data Service, please click here.
Providence’s extensive practical HCM implementation experience across a diverse set of vendors and clients along with our world-class data management expertise and our HCM Xpert Series software tools enables us to complete HCM data migrations faster, more accurately and at a lower cost.
Providence Technology Solutions listens and understands that your business is unique, and we work with you to provide custom solutions, tailored to your specific needs. Delivered with our Strategic Advisory team, HCM Consulting, Data (Audit, Clean-up, and Migration), and Staffing solutions. We advocate for you, and if we do not have a solution that fits your need, we will either create one by building what you need specifically or refer you to someone whom we think could be of assistance.
Our consultants can help you with:
- Data Audit Solutions
- Data Migration Solutions
- HR Analytics & Reporting
- Benefit Carrier Billing Reconciliation
- HR Data Cleanliness Solution
- Custom Solutions
- Custom Integrations
- Legacy System Custom Compliance Reporting Data Mart Solutions
- HR Data Cleanliness Solution
- HCM Data Xpert Tolls: Technical Brief
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Data Migration Study:
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Providence made it possible to go live on time by offering efficiency and expertise.
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Data Migration Study:
Valley Community
Services (VCS)
Providence made it possible
to go live on time by offering
efficiency and expertise.
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