09 · DATA MIGRATION ASSESSMENT SECTION 09 · PAGE 23 OF 30
Data Migration Assessment
Migration is consistently the most underestimated workstream in ETRM/CTRM programmes. The assessment below sizes likely effort and cost based on incumbent footprint and shortlist vendor baselines.
Current system ION Aspect
Tenure 10 to 15 years
Complexity rating Critical
Estimated migration cost $50K to $800K
Complexity commentary A decade or more of incumbent data implies very large historical volumes, deeply entrenched workflows, customisation accretion, and tribal-knowledge dependencies. Migration is one of the highest single risks in this programme.
- Inventory of historical deals, positions, settlements, and counterparties to be migrated
- Decision on cut-off date for full-history vs balance-forward migration
- Mapping of source data dictionary to target platform reference data model
- Treatment plan for custom fields, derived attributes, and historical workarounds
- Reconciliation strategy: tie-out by P&L, position, and counterparty exposure on go-live
- Parallel-run window length and acceptance criteria for production cutover