(Source: Data Strategy)

Bringing multiple data sources together into a unified new
database is often thought of as an IT project. Yet unless the
business gets involved, the outcome may be a lot of money spent for
little purpose. David Reed finds out how to get data users to fly
together
Data migrations are usually greeted with dread by business
managers. IT-driven projects to consolidate servers, move to a new
application suite or platform, or just to upgrade systems are often
the trigger for a data integration exercise as well. Months down the
line when the business gets handed the new live solution, they often
discover problems.
As a result, migrations and integrations can fail because they do
not get adoption by the business. Either data has been modelled in a
way that does not readily support their process, or business-
critical data has been lost in the process of matching and
deduplication.
But if these flaws are the fault of IT, perhaps business should
bear some of the blame. After all, by sitting out of the project, it
has not brought its needs and knowledge to bear on the
specification. That changes the critical success factors and also
reduces the opportunity to make process improvements.
Where these have been a driver, rather than a hidden factor, the
benefits can be significant. Bupa has just completed the largest
data migration project in the UK insurance industry which now
enables it to implement its One Plan initiative. Lasting three
years, the project involved migrating data on 12.7 million members,
nearly 100,000 groups and 21 million claims.
With a unified view of this data, Bupa is now able to bring new
products to market more quickly, allowing it to expand its product
range and reduce premiums. Staff productivity has been increased,
customer experience enhanced and obligations under Financial
Services Authority requirements for "treating customers fairly" have
been met.
"We were very aware that consolidation of so many systems was a
risky strategy and that the data migration element presented
significant challenges and pitfalls", says Steve Felton, director of
business change at Bupa.
"For the new systems to be implemented successfully, it was
imperative that all the relevant customer and financial information
was transferred to the new applications accurately. With the
migration of data from flat file, mainframe technology to the multi-
level hierarchies of relational database systems together with the
multiple mappings required to transform data from source to target
systems across different lines of business, this was an incredibly
complex project," he notes.
Indeed, the insurer had to gain both FSA and HMRC approval. That
meant the company had to account for data being transferred
accurately and in its entirety, as well as providing visibility for
auditing early on. Although old customer data could have been
archived, the business wanted to clean and extract all the data in
its legacy systems in order to analyse its business KPIs.
Kognitio worked with the client on delivering the data migration
into the new Swift policy administration system and Peoplesoft
financial accounting system out of the nine previous solutions. In
the process, the number of individual records was reduced by two-
thirds through accurate matching and deduplication. That involved
700 million rows of data which were ultimately translated into 2.5
billion rows being loaded in less than two days.
"Involving the lines of business is definitely important to the
success of data migration. It is their data - it belongs to them,"
says Phillip Magnall, head of data migration at Kognitio. "They
understand the data and need to input into what the final solution
is."
"In the Bupa project, there was a great deal of discussion about
how to match and dedupe customer records and the setting up of
groups for healthcare policies in the new system," he says.
Involving business teams was something Kognitio asked for as soon as
it was appointed to the delivery contract.
Says Magnall: "As the project progressed, there was more business
involvement than at the start. I have seen data migration projects
where the whole thing is driven from an IT perspective and business
is not involved at all. What Bupa did is the only sensible way to
approach this type of project."
Practitioners with similar experience of major data migration
projects agree. At KPMG, advisory partner Steve Gallagher says: "I
have been involved in both types, unfortunately.