To simplify the migration process, the Veeva Basics Migration Team identified a focused set of key fields and objects for each product and created streamlined templates and overview videos. This process outlines data migration into Veeva, balancing customer and Veeva responsibilities:
1) Sandbox Prep
Veeva
- Provides templates you can download from the Migration Center and staging area to upload document files.
Customer
Manually create core RIM object data (approximately 35 objects, typically 2-10 records each) in Sandbox
Identifies, inventories, cleans, and prepares all necessary data and files (from legacy systems or new) by completing Migration Templates and staging on file staging area.
2) Submissions Data Load into Sandbox
Customer
Identifies, inventories, cleans, and prepares all necessary Submission data and files (from legacy systems or new) by completing Migration Template and staging on file staging area.
Provides completed template
Veeva
Transforms completed Migration Template into loader sheets.
Loads Submission data into Sandbox.
3) Submissions Data Sandbox Review & Iterate
Customer
- Reviews data loaded in Sandbox and makes any necessary additions/update to the Loader Template if required.
4) Submission Archives & Attachments Load into Sandbox
Customer
Identifies, inventories, cleans, and prepares all necessary Submission Archives & Attachments and files (from legacy systems or new) by completing Migration Template and staging on file staging area.
Provides completed template
Veeva
Transforms completed Migration Template into loader sheets.
Loads Submission Archives & Attachments into Sandbox.
5) Submission Archives & Attachments Sandbox Review & Iterate
Customer
- Reviews data loaded in Sandbox and makes any necessary additions/update to the Loader Template if required.
6) Documents Load into Sandbox
Customer
Identifies, inventories, cleans, and prepares all necessary Documents (from legacy systems or new) by completing Migration Template and staging on file staging area.
Provides completed template
Veeva
Transforms completed Migration Template into loader sheets.
Loads Documents into Sandbox.
7) Documents Sandbox Review & Iterate
Customer
- Reviews data loaded in Sandbox and makes any necessary additions/update to the Loader Template if required.
8) Production Load Preparation
Customer
Once satisfied with the Sandbox data:
Gives formal approval.
Schedules the Production load with Veeva (within 7 business days).
Prepares migration documentation.
9) Production Load
Veeva
- Performs the data load into the live Production environment on the scheduled date and provides inventory of load.
Customer
- Verifies the loaded data.
- Creates some records manually (if needed).
- Finalizes/approves their migration documentation, using a final inventory list from Veeva.