Data Conversion Planning and Vendor Selection Guide

This guide outlines the essential steps for planning a successful data conversion. It emphasizes the importance of careful vendor selection, as the chosen vendor will have control over the data and the conversion process. The document details the risks associated with poor planning, including potential data loss, prolonged conversion timelines, and increased costs. It suggests determining whether a full conversion or a viewer is necessary, highlighting the advantages of converting legacy data into an enterprise content management system. The guide also recommends having vendors perform a discovery phase to identify potential issues with source data before contract signing. Additionally, it stresses the need for a certified project manager to oversee the conversion process and ensure timely completion. The retention of subject matter experts during the conversion is also advised to facilitate accurate data placement in the new system. Overall, the guide aims to equip institutions with the knowledge to conduct effective data conversions while minimizing risks.