Blog

CSDM Migration: Building a Plan for Success

Tackling a CSDM migration project requires a solid plan. Here’s a step-by-step guide to developing a plan your team can implement with ease.

Are you thinking of migrating to the common data service model (CSDM)? If so, you’re on the right track! The CSDM offers a lot of benefits for ServiceNow users, but it’s a complex project that requires careful planning. Here’s our best advice for approaching your data model migration project. 

1. Establish your business objectives and priorities.  

The first step in any successful project is to establish your business objectives and priorities. What are your goals for migrating to the CSDM? What benefits are you hoping to achieve? Once you’ve answered these questions, you can develop a plan that aligns with your business goals. 

If speed is a priority, for example, you’ll want to focus on migrating your data as quickly as possible. If data quality is a priority, you’ll need to plan for cleansing and normalizing your data before migrating it. 

Whatever your goals may be, it’s important to establish them early on so you can develop a plan that will help you achieve them. 

2. Define your data requirements and structure.  

In order to migrate your data to the CSDM successfully, you need to understand what data you have and how it’s structured. You’ll need to map out all of your tables, fields, relationships, and other data elements so you can plan for how they’ll be migrated to the new model. 

This is a complex task, but it’s essential for ensuring a successful migration. If you’re not sure where to start, our experts can help you assess your data and develop a plan for migrating it to the CSDM. Just contact us today to get started. 

3. Create a migration plan and timeline.  

Once you understand your data, you can begin to plan for how it will be migrated to the CSDM. This process will involve some trial and error as you figure out what works best for your data and your organization. However, there are a few key things to keep in mind as you develop your plan: 

  • Make sure you have a clear understanding of the CSDM and how it differs from your current data model. 
  • Develop a plan for how your data will be migrated, including which data will be migrated first and how you will handle any conflicts that arise. 
  • Create a timeline for your migration project, including milestones and deadlines. This will help ensure that the project stays on track. 
  • Be prepared to test your data in the CSDM environment before you go live. This will help you identify any issues that need to be addressed before you make the switch. 

4. Manage the transition process. 

The CSDM migration process can be complex, so it’s important to have a clear plan in place before you begin. By following these steps, you can ensure a successful data migration and make the transition to the CSDM model smoother for your team.

We’ve helped enterprise clients prepare for a successful migration project, and now offer a firm-fixed-price data model assessment that can create a clear road map for your project.

5. Monitor and optimize your new system.  

Once you’ve migrated your data to the CSDM model, it’s important to monitor your system and make sure it’s running optimally. This includes addressing any issues that arise and making adjustments as needed. By doing this, you can ensure that your data is being managed effectively in the new system.

Follow these steps, and you’ll be on your way to a successful CSDM migration!  With a little planning and preparation, you can make the transition to the new data model and reap all the benefits it has to offer.

Have you migrated to the CSDM model? What tips would you add? Let us know. And if you’re still considering making the switch, we can help. Contact us today for a free one-hour consultation to discuss our firm, fixed-price CSDM readiness assessment.

Recent Posts
categories
Archives