# Enterprise BI migration checklist

CoDash · https://thecodash.ai/resources/bi-migration-checklist

Migration wave: __________  Source / target: __________  Owner: __________

Record an owner, evidence, exceptions, and acceptance status for each item. Adapt the checks to your platforms and reporting requirements.

## Scope and ownership

- [ ] Source and target platforms, versions, and asset types are documented.
- [ ] A business owner is assigned to each reporting area.
- [ ] Keep, merge, retire, rebuild, and migrate decisions are reviewed.
- [ ] Dependencies, critical reporting periods, and release constraints are recorded.

## Access and baseline evidence

- [ ] Required source exports or connections are available.
- [ ] Target data access and publishing permissions are scoped.
- [ ] Reference datasets, filters, and expected outputs are captured.
- [ ] Deployment, identity, and infrastructure responsibilities are agreed.

## Conversion and model review

- [ ] The selected migration path supports the intended input variant.
- [ ] Target model relationships and data types are reviewed.
- [ ] Calculation translations are inspected in business context.
- [ ] Parameters, visuals, navigation, and report interactions are checked.
- [ ] Manual repairs and known limitations have owners.

## Validation and business acceptance

- [ ] Reference totals and detail values reconcile or have explained differences.
- [ ] Filters, time calculations, and drill behavior are reviewed.
- [ ] Access requirements and representative user roles are tested.
- [ ] Refresh behavior and expected reporting performance are checked.
- [ ] Business owners accept the result and outstanding exceptions.

## Cutover and support

- [ ] Publishing responsibility and the release window are agreed.
- [ ] Source retention and rollback decisions are documented.
- [ ] User communication and support ownership are ready.
- [ ] Post-release refresh and access checks have assigned owners.
- [ ] Source retirement happens only after the agreed acceptance gate.

Open exceptions: __________  Business acceptance: __________  Release decision: __________