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M3 Playbook > Phase 3: Engagement > 3.13 Prepare Data for Mock Conversions (Data Cleansing & Data Mapping)
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3.13 : Prepare Data for Mock Conversions (Data Cleansing & Data Mapping)

Technology
  1. Shared

    Establish joint data governance for processes, roles, responsibilities, standards for cleansing & mapping

  2. Provider

    Review customer current data architecture

  3. Shared

    Provider and customer agency align on standard data management practices

  4. Shared

    Finalize end-to-end plan for data cleansing, mapping, ETL, mock conversion, conversion, & validation

  5. Shared

    Assess data quality based on data cleansing activities from prior phase against defined criteria

  6. Shared

    Initiate legacy-to-target data mapping

  7. Shared

    Identify data errors/anomalies and prioritize resolution activities

  8. Shared

    Develop / execute Data Cleansing Scripts; Perform correction / updating, manually if needed

  9. Customer

    Validate results of data cleansing / readiness for conversion based on data quality criteria and metrics

  10. Shared

    Report updates in leadership / governance meetings thru Status Reports/Dashboards

3.13 Lessons Learned

  • Start data cleansing early and prior to implementation; continue throughout to ensure readiness
  • Agree on data governance, including metadata and data quality management
  • Include post–Go-Live cleansing and quality tasks in data conversion strategy, schedule, and resourcing
  • Review provider post–Go-Live support services before finalizing cleansing metrics
  • Develop extraction procedures, tools, and protocols. Define system structure, major components, and type of conversion effort.
  • Identify and address affected interfaces and security issues related to conversion efforts.
  • Define hardware / software conversion steps, identify data and pre-conversion requirements, establish data quality assurance controls for conversion.

Stakeholders

Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.

Customer

  • Program Manager
  • Business Owner
  • Functional Lead
  • Technical Lead/Solution Architect
  • Data Conversion Lead
  • Data SME

Provider

  • Program Manager
  • Business Owner
  • Functional Lead
  • Technical Lead/Solution Architect
  • Data Conversion Lead
  • Data SME

Inputs

  • Data Elements
  • Data Cleansing Plan
  • Data Quality Assessment Results
  • Existing System Data Dictionaries
  • Existing Data Governance Model
  • Data Cleansing Results
  • Existing Data Quality Assessment

Outputs

USSM.GSA.gov

An official website of the General Services Administration

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