Databases · BASA-04

Data Mapping & Migration for BA/SA

Data Mapping & Migration for BA/SA is a hands-on course in planning and controlling the move of legacy data into a new system, from profiling source data and writing a source-to-target mapping to transforming data in KNIME, reconciling results and planning cutover and rollback. It suits business and system analysts, project managers and data owners working on system replacement projects.

Updated 4 Oct 2026

From 7,110 THB / person 7,900 −10% excl. VAT 7% · group rates available

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PDFDownload the course outline

Duration12 hours · 2 days
FormatOnsite / live online
Next roundOn request
CertificateIncluded

Course overview

Many system replacement projects fail or slip, not because the new system does not work, but because the legacy data never makes it across. Data built up over many years tends to be inconsistent, full of duplicates and values that no longer mean anything to the business, and shaped by rules nobody ever wrote down. Data migration is therefore not a purely technical job. It needs business and system analysts to decide which data should move, how it should be transformed and what to do with incomplete records.

This course teaches the migration process systematically from start to finish. Learners write a source-to-target mapping, the core document of any migration, define transformation and cleansing rules, transform real data in KNIME with visual workflows that need no code, design reconciliation to prove the data arrived complete and correct, and plan a cutover with a rollback plan that works on go-live day, all through the NovaRetail Legacy Migration case study. (2 days, 6 hours per day, 12 hours in total, Intermediate level.)

What you’ll gain

Understand the full data migration lifecycle, from assessment to project closure
Choose a migration strategy that fits the organisation's constraints and explain the reasoning
Profile and assess source data quality before migration work begins
Produce a complete, practical source-to-target mapping document
Define transformation and cleansing rules with a clear rationale
Use a visual ETL tool to transform data and check the results yourself
Design reconciliation and acceptance processes for migrated data
Plan cutover, rollback and UAT for a data migration with confidence

Who this course is for

Business analysts and system analysts responsible for data migration in system replacement projects
Project managers who need to assess the risk and timeline of data migration work
MIS teams and data owners who must sign off the accuracy of migrated data
Data analysts who need to combine data from several sources
Anyone working with external vendors on a system replacement project

Prerequisites

Understanding of the business processes and the meaning of the data in the systems you look after
Good Excel skills, such as basic formulas and working with data tables
Basic understanding of table structures and relationships
Fluent SQL is not required because the course is visual-tool first, though learners who have taken Data Analysis & Modeling for BA/SA (BASA-01) and Practical SQL & Data Investigation for BA/SA (BASA-02) will find the workshops smoother
A laptop with permission to install software, at least 8 GB RAM and 5 GB free disk space, plus Excel

Curriculum

Course Details

This is the fifth course in the BA/SA series (BASA-00 to BASA-04). It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), at Intermediate level, as lectures with workshops built on the NovaRetail Legacy Migration case study. The data is simulated but carries the kinds of problems found in real Thai organisations, and it is the same case study used in BASA-01 to BASA-03, so learners who take the series see the full data lifecycle

of one system. Day 1 covers strategy, source data assessment and source-to-target mapping. Day 2 transforms the data in KNIME, reconciles the results and plans cutover with a rollback plan. The main tools are open source or free. The course takes the BA/SA point of view and does not cover production data pipelines, full data warehouse builds, replication or programming ETL code. Learners take home a full set of templates for the STTM, data quality report, reconciliation report, cutover checklist and UAT sign-off.

Day 1 Strategy, Data Assessment and Mapping

Section 1: Data Migration Overview and Choosing a Strategy

Why system replacement projects stall on the data, and the migration lifecycle from assessment to acceptance
Dividing responsibility between BA/SA, the development team, data owners and external vendors
Estimating migration effort and risk in terms management can understand
Big bang versus phased migration, and parallel runs to reduce risk
Migrating all data or only active data, and whether history is migrated, kept as reference or archived
Building an options comparison table for management to decide on

Section 2: Profiling and Assessing Source Data

Building a data inventory: which systems and tables, how much data and who owns it
Data profiling: nulls, duplicates, out-of-range values, inconsistent formats and business rules hidden in the data
Problems in Thai data: names and titles, addresses, phone numbers, Buddhist Era dates and reused codes
A data quality report that states business impact, not just technical figures

Section 3: Writing the Source-to-Target Mapping

Standard STTM structure: source and target tables and fields, transformation rule and approver
Mapping types: one to one, merging fields, splitting fields, code conversion and constants
Target fields with no source, source data with nowhere to go, and code mapping tables
Version control discipline and getting sign-off from data owners

Section 4: Defining Data Cleansing Rules

Severity levels for bad data: fix automatically, needs a human decision or must be excluded
Setting acceptance criteria, such as the share of records allowed to drop out
Cleansing at the source before migration versus transforming during migration
PDPA considerations: personal data and masking data in test environments

Section 5: Workshop Day 1: NovaRetail Legacy Migration

Explore customer, product and sales data from the legacy system and produce a data quality report
Write a field-level source-to-target mapping for every table
Workshop: add transformation and cleansing rules to the STTM

Day 2 Transforming Data, Reconciliation and Go-Live Planning

Section 6: How ETL Tools Work

Extract, transform and load in terms a BA/SA can use
ETL versus ELT and what it means for project planning
Getting to know KNIME: nodes, workflows and inspecting results step by step
Why migration must be repeatable rather than fixed by hand

Section 7: Lab: Building a Migration Workflow

Read data from several sources: CSV files, Excel and databases directly
Cleansing: trim spaces, normalise text case, convert dates and standardise phone numbers
Join tables, look up values from lookup tables and pick a golden record from duplicates
Validation rules and routing failed records to an exception file
Write data to the target in the right order for related tables

Section 8: Handling Problem Records

Design the exception process: who fixes what, how, and when records go back in
Error reports that data owners can read and act on themselves
Controlling iterative loads until the acceptance criteria are met
Keeping an audit trail of corrections

Section 9: Reconciliation and Proving Correctness

Levels of checking: record counts, financial totals, checksums and record-level sampling
Write reconciliation queries in SQL to compare source and target
Explaining acceptable differences with documented reasons
Checking referential integrity in the target system
A reconciliation report for management and internal audit

Section 10: Testing and Data Acceptance

Mock runs and how many rehearsals to do before the real move
Designing UAT for data: what users check, how and how many records
Sign-off documents with clear accountability
Timing the real migration run to size the cutover window

Section 11: Cutover and Rollback Planning

Structure of a cutover plan: sequence of tasks, timings, owners and decision points
Freeze periods and handling data created during the migration window
Delta migration before the new system goes live
Go / no-go criteria and a rollback procedure that can actually be carried out
Hypercare after go-live and formal project closure

Section 12: Master Workshop: NovaRetail Migration

Build a KNIME workflow that transforms customer, product and sales data from the Day 1 mapping
Load the target database and handle records that fail validation
Produce a reconciliation report comparing source and target
Workshop: write a cutover plan with go / no-go criteria and present it to the group

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

Join the waiting list Ask about rounds

For organisations — in-house / private

Tailor the content to your team’s tools and projects
Your dates, at your office or live online
Quotation with tax ID for procurement

Corporate training quote

Instructors

Samit KoyomFounder & CEO, IT Genius Engineering

Frequently asked questions

Who is Data Mapping & Migration for BA/SA for, and what background is needed?

Built for Business analysts and system analysts responsible for data migration in system replacement projects · Project managers who need to assess the risk and timeline of data migration work · MIS teams and data owners who must sign off the accuracy of migrated data Background you should have: Understanding of the business processes and the meaning of the data in the systems you look after · Good Excel skills, such as basic formulas and working with data tables Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does Data Mapping & Migration for BA/SA cost and how long does it run?

THB 7,900 (currently THB 7,110 on promotion). The course runs 12 hours. The price excludes 7% VAT (for payment in a company's name). Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.