Data Migrations to Veeva Systems are one of the most challenging IT endeavors for Life Sciences organizations. A need for a Veeva data migration to be performed may arise in situations such as:
- Digitalization: Migrating from a Paper-based system to Veeva
- Consolidation: Migrating from different systems to an integrated Veeva Platform
- Mergers and Acquisitions: Migrating to Veeva Systems due to company acquisition or merger
In order to plan a smooth migration, we recommend some key steps:
Data Source Review:
- Obtain access to the data source (I.e. database, cloud application, etc.)
- Review the data and determine which data to migrate or archive
Data Migration Design:
- Clearly determine the expectations for the format of the data with the business stakeholders
- Assess data type, data volume, pick lists, and metadata
- Design the Extract, Transform, Load process
- Determine the plan for delta loading / how to handle new data that is created during migration
Assess Whether Veeva Loader Sheets Can be Used or a Third Party Tool is Required:
- See our previous article for more info: Veeva Vault Quality Suite – Data Migration Tools and Approaches – Prana Life Sciences LLC (prana4life.com)
Perform a Dry Run in a Sandbox Environment:
- Perform a migration of a small subset of data in a Sandbox environment to verify your plan and approach
Review the Quality of Data:
- Review the data and determine if it has been accurately loaded into the Sandbox
- Prepare and execute data validation test cases to identify data enrichment requirements
For Best Practices, we are in line with Veeva’s recommendations:
Best Practices for Migrating Content to Veeva Vault | Veeva
Are you planning a data migration?
We’re available to help! To learn more, please contact us at info@prana4life.com
