top of page
Search

The Brutal Truth About Data Migration: Why Most Projects Fail and How to Get It Right

Data migration sounds simple: move data from one system to another. But it's rarely that clean. It's complex, time-consuming, and often underestimated. Done poorly, it can stall operations, cause reputational damage, or worse, permanently corrupt your data. For Australian businesses, whether you're moving to cloud-native platforms or modernising legacy systems, a well-executed data migration can mean the difference between growth and chaos

 

This article is a no-fluff guide on how to do data migration right. We'll walk through the critical steps, highlight where things go wrong, and show you how to avoid the pain.

 

1. Why Data Migration Matters More Than You Think

Data migration is a business-critical process. Whether you're consolidating platforms, upgrading legacy systems, or shifting to the cloud, the quality of the migration affects everything downstream — from analytics to operations.

 

Poor data migration doesn't just affect IT. It creates issues across finance, marketing, sales, and compliance. It's not just a tech project — it's an organisational shift.

 

According to Datamation, getting the data migration strategy wrong is one of the top reasons digital transformation projects blow up: https://www.datamation.com/big-data/data-migration-strategy-and-best-practices/

 

2. The Pitfalls: Why So Many Migrations Go Sideways

Here's what usually goes wrong:

  • Zero planning: Teams jump in with no roadmap

  • Bad data: Garbage in, garbage out

  • Complex integrations: Too many dependencies, not enough visibility

  • No testing: Data moves, but no one validates it

  • Unrealistic timelines: Everything takes longer than you think

 

TechRepublic explains why treating migration like a sprint causes major failures: https://www.techrepublic.com/article/data-migration-best-practices/

 

3. The 7 Essential Steps for a Successful Data Migration

Step 1: Set Your Objectives

Why are you migrating? Is it cost reduction, platform consolidation, or a complete digital overhaul?

Clear goals will shape your strategy. Document them. Tie them to business outcomes.

 

Step 2: Audit Your Data

Know what you're moving. Conduct a full audit:

 

  • Where does it live now?

  • What shape is it in?

  • How old is it?

  • Who owns it?

  • What are the security risks?

 

Clean the data now — duplicates, errors, outdated formats — or you'll migrate your problems.

Heinsohn breaks this down in detail: https://www.us.heinsohn.co/blog/data-migration-plan/

 

Step 3: Choose a Strategy That Fits

Pick the method that matches your complexity:

 

  • Big bang: Migrate everything in one hit. Fast, but risky.

  • Trickle migration: Move data in phases. Safer, slower, better for large or critical datasets.

 

 

Step 4: Build a Migration Plan

This is your blueprint. It should include:

 

  • Scope

  • Timeline

  • Tools

  • People

  • Risk plan

  • Rollback plan

 

Include business stakeholders in every decision. This isn't just an IT project.

 

Check Forbytes for a full strategy template: https://forbytes.com/blog/what-is-data-migration-strategy/

 

Step 5: Run a Pilot

Start small. Test your assumptions. Validate the process with a low-risk subset of data. Find issues early. Learn and adapt.

 

This step is where you find hidden data issues, flaky integrations, or performance bottlenecks.

 

Step 6: Execute the Migration

Once the pilot works, scale it up. But keep monitoring:

  • Track data flows

  • Log all errors

  • Communicate in real-time

  • Watch system loads

 

Don’t forget to back up everything beforehand. Always have a rollback plan.

 

Step 7: Validate and Clean Up

After migration:

 

  • Check the data: Is it complete, accurate, and usable?

  • Test systems: Are downstream apps working?

  • Train users: Make sure staff know how to use the new system

  • Review logs: Identify and fix any failed records

 

Enterprise Storage Forum offers a solid checklist: https://www.enterprisestorageforum.com/management/data-migration/

 

4. Best Practices to Keep You Out of Trouble

  • Involve stakeholders from day one

  • Document everything

  • Schedule smart — run migrations during low-usage periods

  • Build in recovery time

  • Use version control and audit trails

  • Automate where you can, but verify manually

 

 

5. Tools and Platforms to Consider

Choose tools that match your environment:

 

 

You don’t need all of them, just the right mix.

 

6. Real-World Migration: Common Use Cases

  • CRM swap: Moving from Salesforce to HubSpot. Expect schema mismatches and field mapping issues.

  • ERP upgrade: From on-prem SAP to S/4HANA. Massive data volume, complex dependencies.

  • Cloud migration: On-prem SQL to BigQuery. Watch for latency, access controls, and cost optimisation.

  • Merger or acquisition: Merging systems. Requires duplicate removal and master data harmonisation.

 

Each has its own landmines. Custom strategies are essential.

 

Conclusion

Data migration is hard — but not impossible. With the right planning, strategy, and tools, you can avoid the usual traps. Most importantly, treat it like a business initiative, not a technical afterthought.

 

Based in Australia, Pentify Insights has helped local organisations across finance, e-commerce, higher education and manufacturing navigate complex migrations with confidence.


Want expert help managing your next migration? Chat with the team at Pentify Insights: https://www.pentifyinsights.com

 

We’ve helped businesses across finance, e-commerce, higher education, and manufacturing make smarter, cleaner transitions.

 

Further reading:

 

Need something reviewed before go-live? Ping us.

bottom of page