Michael Nocito / Analyst Portfolio
Portfolio / Data Migration Toolkit

Data Migration Toolkit

Tools   Excel, Python (openpyxl)
What it is   Process design, and the paper trail a migration is judged on
Status   Public, with a worked example you can open
A 56-task migration plan across eight stages, eight sign-off gates, and the seven artefacts that make up the record. No date is ever typed twice.
56
Tasks
8
Stages
8
Sign-off gates
7
Artefacts kept

The problem it solves

Migrations fail in the record-keeping long before they fail in the data. Two spreadsheets disagree about a cutover date. A gate is signed against a plan that changed last week. Nobody can say which version of the field map was used.

Every sheet here is generated by the Python in the repository. The plan and the gate sheet come from the same source, so they cannot disagree. That constraint is the point of the build, not a convenience.

The seven artefacts

ArtefactWhat it proves
Action logWhat was done, when, and by whom
Change requestsWhat changed after sign-off, and what it cost
Field mapWhere every source field ended up
Exception sheetWhat did not migrate cleanly, and the decision made
ReconciliationThat the counts and totals match on both sides
Linkage checkThat relationships survived the move
Gate sign-offWho approved each stage, and against what

The worked example

The repository ships two workbooks. One is blank, with a single example row per tab. The other is a full engagement caught mid-cutover: six gates signed, go-live pending, and four change requests logged with what each one did to the date.

A blank template shows what the columns are. A filled one shows what the work looks like when it is going wrong, which is the part worth seeing.

Why it is built this way

Excel, deliberately. The people who sign these gates use Excel. A tool they cannot open is a tool they will not use, whatever it does.

Generated, not hand-built. Anything typed twice will eventually differ. Generating both workbooks from one script makes agreement structural rather than something to remember.

Gates rather than a checklist. A checklist can be worked around. A gate with a name and a date on it cannot, and it is what an auditor asks for.

The toolkit is the templates. The Playbook is the judgement that goes with them.

The Data Migration Playbook is 63 pages on the eight stages, written from the migrations behind this project.

The Data Migration Playbook, $29 →