Question

What are the recommended guidelines for a customer during the scoping of data migration for a CSM project? (Choose 3 answers)

Answer 1

1) Clearly define data migration objectives and goals.

2) Identify and prioritize critical data elements for migration.

3) Establish data quality standards and cleansing procedures.

Step-by-step explanation:

1) Clearly define data migration objectives and goals: Before embarking on a Customer Success Management (CSM) project, it's essential for the customer to have a clear understanding of what they aim to achieve with data migration. Clearly defined objectives and goals help in setting expectations and measuring the success of the migration process.

2) Identify and prioritize critical data elements for migration: Not all data may be equally important for the success of a CSM project. Customers should identify and prioritize critical data elements that are essential for the functioning of the CSM system. This ensures that resources are allocated efficiently during the migration process.

3) Establish data quality standards and cleansing procedures: Poor data quality can have significant implications for the success of a CSM project. Customers should set data quality standards and implement cleansing procedures to ensure that the data being migrated is accurate, consistent, and reliable. This step is crucial for maintaining the integrity of data in the new CSM system.

These guidelines contribute to a successful scoping of data migration for a CSM project by providing a clear roadmap, focusing on critical data, and ensuring the quality of the migrated data.

Answer 2

For data migration in a CSM project, customers should understand their data, identify key stakeholders, and define clear migration objectives. These steps are essential to ensure a smooth transition and alignment with business operations.

Step-by-step explanation:

When scoping data migration for a Customer Service Management (CSM) project, customers are advised to follow several recommended guidelines to ensure a smooth transition. Three crucial steps include:

• Understanding the data: A comprehensive audit or inventory should be undertaken to understand the full spectrum of data that will be migrated, including its sources, format, volume, and quality. This understanding helps in planning the migration process effectively.

• Identifying key stakeholders: Knowing who will be affected by the migration and involving them early in the process is crucial. Stakeholders can provide insights into data use and needs, which helps in designing an effective data migration strategy.

• Defining clear objectives: Setting clear, measurable goals for the migration will serve as a benchmark for success. Objectives should include what the migration aims to achieve and how this will benefit the business operations.

These guidelines position the customer to manage expectations, ensure alignment with business objectives, and ascertain a structured approach for the overall CSM project's success.