AI, Automation & Data2 services

Data engineering and migration

Building the data foundation underneath your reporting — moving history out of old systems once, and keeping current data flowing reliably after that.

The problem

Weekly figures are assembled by exporting from the CRM, the store and the accounting package, then combining them in a spreadsheet. Two people asked the same question get different numbers because they pulled the data on different days. Meanwhile, years of records sit in a system the business is trying to leave, and nobody is confident they will all arrive intact in the new one.

The outcome

The intended result is a single, checked source of business data that refreshes on its own schedule, with history from retired systems carried across and accounted for. When a load fails or a total doesn't reconcile, someone is told before the numbers are used.

In this group

The services, and what each one does here

  1. Illustrative data platform for a fictional plumbing company. A nightly pipeline graph ingests CRM, parts store and accounting data, transforms it and loads warehouse tables, with run times and statuses; below, data-quality checks for row counts, nulls, freshness and uniqueness, a list of warehouse tables, and an alert for one failed check assigned to an owner.

    Data Engineering

    Builds and runs the ongoing infrastructure: scheduled ingestion, transformation, data-quality tests, storage and monitoring. Choose it when data from several systems needs to come together regularly and stay current.

  2. Illustrative data migration view for a fictional property management company. Three source systems flow through cleaning steps into a new property platform and a reporting database, above a validation report counting records read, written, rejected and duplicates merged, and the trial runs leading to cut-over.

    Data Migration

    Handles the one-time move from an old system to a new one, with mapping, cleaning, a trial run, validation counts and a rollback plan. Choose it when a system is being replaced or consolidated.

How they work together

One-time move and ongoing flow

  • Migration fills in the history

    When a system is retired, its records can be migrated into the new system and, where useful, loaded into the warehouse too, so reporting keeps its history after the switch.

  • Pipelines take over after cut-over

    Once the new system is live, scheduled pipelines pick up its current data. Planning both together means the field mapping agreed for the migration is reused rather than reinvented.

  • The same checks throughout

    Migration validation counts and pipeline quality tests use the same approach — compare against source, list exceptions, alert a person — so the data has one standard of evidence.

One-time move and ongoing flowRecords from a retiring system are migrated once, while live systems feed scheduled pipelines, and both arrive in a checked warehouse that dashboards read from.Old systembeing retiredLive systemsCRM, store, financeData migrationone-time, validatedPipelinesscheduled, monitoredNew systemrecords in useWarehouseone checked sourceDashboardsand reports
  1. Records in a system being retired are migrated once, with validation counts, into the new system that replaces it.
  2. Where history matters for reporting, the migrated records are also loaded into the warehouse.
  3. Live systems such as the CRM, store and finance software feed scheduled, monitored pipelines.
  4. The warehouse holds one checked, documented source of business data.
  5. Dashboards and reports read from the warehouse, so the same question gets the same answer.
Illustrative — a typical arrangement, not a specific client's system.

Choosing

Which do you need?

Many projects use more than one of these. If the situation doesn't fit neatly, describe it and we'll suggest where to start.

Ask which fits
Do I need data engineering or a data migration?
If the move happens once and finishes at cut-over, it is Data Migration. If data needs to keep flowing on a schedule, with checks and monitoring, it is Data Engineering. Replacing a core system often involves both.
Do I need this before building dashboards?
If the data lives in one or two systems that a reporting tool can read directly, Dashboards & Business Reporting may be enough on its own. If it is spread across several systems, needs cleaning or is leaving an old system, this foundation comes first.

Talk to IOPIA about data engineering and migration.

Tell us what you have today and what isn't working. One conversation can cover several of these services.