RETAILHAWK MIGRATION CHECKLIST
Buyer-facing planning aid — reviewed 12 October 2026

1. DISCOVERY
[ ] Inventory programmes, clients, locations, users, questionnaires, results and evidence.
[ ] List integrations, exports, scheduled jobs and external questionnaire providers.
[ ] Record retention obligations and data that should not move.
[ ] Name business/data owners and cut-over approvers.

2. MAP AND CLEAN
[ ] Map source fields to target fields and document transformations.
[ ] Separate required, optional, derived and retired fields.
[ ] Resolve duplicates, invalid statuses, orphaned records and incomplete references.
[ ] Decide what will be archived rather than migrated.

3. QUESTIONNAIRE / INTEGRATION DECISIONS
[ ] Decide which questionnaires move and which remain with an external provider.
[ ] Define how external completion is evidenced.
[ ] For each integration define data/event, auth, identifiers, retries, owner and fallback.

4. SYNTHETIC VALIDATION
[ ] Build representative non-customer test data.
[ ] Exercise role, assignment, questionnaire, evidence, QA and reporting paths.
[ ] Test return/correction, withdrawal and incomplete-evidence cases.
[ ] Reconcile counts, identifiers, dates, statuses and ownership.

5. PARALLEL RUN / REHEARSAL
[ ] Select a bounded programme/sample for parallel validation where appropriate.
[ ] Rehearse source freeze, export, transform, import, reconcile and communications.
[ ] Record acceptance thresholds and unresolved exceptions.

6. CUT-OVER / CONTINGENCY
[ ] Name the go/no-go decision maker and decision evidence.
[ ] Define the latest safe stop point.
[ ] Preserve agreed source/archive access.
[ ] Document rollback/contingency communications and system of record.

7. POST-CUTOVER
[ ] Confirm representative login/role access.
[ ] Run an end-to-end assignment → submission → review → release journey.
[ ] Verify reports/exports and agreed integrations.
[ ] Reconcile migrated counts, history and evidence attachments.
[ ] Track migration defects separately from training/support questions.
[ ] Schedule review after the first live programme cycle.

NOTE
A migration plan reduces uncertainty and risk; it does not make migration risk-free.
Adapt this checklist to your own contractual, regulatory, retention and operational requirements.

RetailHawk: https://www.retailhawk.com/migration