You can use a Data Conversion Plan document to cover conversion types, security , strategy, data conversion , tasks, planning, and conversion requirements.

 

Table of Contents

1.Executive Summary
1.1 System information
1.2 Purpose
1.3 Scope
1.4 Benefits
1.5 Policies, directives and procedures
2 Conversion overview
2.1 Conversion description
2.2 Type of conversion
2.3 Security considerations
2.3.1 Security features
2.3.2 Security during conversion
2.4 System installation strategy
2.5 [Installation Task Name]
2.6 Conversion strategy
2.7 Hardware conversion strategy
2.8 Software conversion strategy
2.9 Data conversion strategy
2.10 Data conversion approach
2.11 Interfaces
2.12 Data quality assurance and control
2.13 Conversion tasks
2.13.1 Conversion planning
2.13.2 Pre-conversion tasks
2.13.3 Conversion [task name]
3 Conversion requirements
3.1 Input data
3.2 Specifications
3.3 Output data
3.4 Validation
3.5 Site [identifier #]
3.6 Site schedule
3.7 Site-specific procedures
4 Project Schedule
4.1 Project Milestones
4.2 Risks
4.3 Assumptions
4.4 Constraints
4.5 Dependencies
4.6 Roles and Responsibilities
5 Conversion support
5.1 Software
5.2 Hardware
5.3 Facilities
5.4 Personnel
5.4.1 Personnel requirements
5.4.2 Training of conversion staff
5.5 Other factors to consider
6 Appendix
6.1 Glossary of Terms
6.2 Acronyms and Abbreviations

If you want some perspective on how you or your company needs to enhance their Sales/Client Management Capabilities, please email me (Shubhanjan Saha) at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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