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Efficient Planning Process for Database Merge by Terry Anderson & Jessica Jagoditsh

Learn why merging databases is crucial, prerequisites for a successful merge, decision-making steps, process overview, cleanup requirements, and practical tips for a seamless merge project. Presented by experts Terry Anderson and Jessica Jagoditsh.

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Efficient Planning Process for Database Merge by Terry Anderson & Jessica Jagoditsh

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Presentation Transcript

  1. Planning Process for a Single Database Presented by Terry Anderson and Jessica Jagoditsh

  2. What We Will Cover • Why merge? • Prerequisites • Decision to move forward! • Process Overview • Cleanup requirements • Handy tidbits

  3. Why Merge? • State and federal reporting mandates • Stronger integration • Enhanced reporting • Centralized management of common fields • Increased efficiency – single login

  4. However….. • Complexity of merge • Success depends on • Cleanup team organization • Sufficient time • Adequate resources • Incomplete cleanup results in reschedule of merge project

  5. However…..

  6. Project Manager

  7. Prerequisites • Must be running full suite • PO submitted • All data conversions from legacy system complete for least 6 months prior to merge • SSNs must be in Skyward

  8. Prerequisites (Cont’d) • All necessary cleanup done before live merge • Both databases at same release level • ISCorp • 5+/- day window - downtime

  9. Decision to move forward!

  10. Decision to move forward! • Develop a team • Business • Student • Tech • Begin to meet with Skyward PM • Skyward CS person assigned • Create a calendar and cleanup plan

  11. Process Overview • Initial call • Develop Schedule • District completes initial cleanup - review • Preliminary merge • Results review • Continue cleanup • Live merge

  12. Example Timeline • February 6th – 1st meet with PM • Begin cleanup • Work with customer service (CS) • April 23rd – Pre-merge verification with CS • May 7th-11th – Preliminary merge and QA • June 29th – Final pre-merge checks • July 9th – 13th – Downtime - Live merge

  13. Cleanup Requirements • Duplicate alpha key reviews • Name merges on both databases • Duplicate SSN reviews • STU/FIN name comparisons • Pre-merge verification reports

  14. Handy Tidbits • Skyward available throughout process • Merge into Student • Name record from Business • Alpha key tie-breakers can change

  15. Handy Tidbits • System wide access • SSN – held in background • Scheduling merge – reporting, payroll, etc. • ISCorp

  16. THANK YOU FOR ATTENDING!

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