Migrate Fusion Financials BI reports

Migrating Fusion Financials BI (Business Intelligence) reports can be a complex process, but it’s essential if you’re transitioning to a new environment or need to update your reporting system. Here are some general steps to consider when migrating Fusion Financials BI reports:

1. Assessment and Planning:

   • Begin by identifying all the BI reports you currently use in Fusion Financials. Make a comprehensive list of these reports.

2. Data Backup:

   • Before making any changes, ensure you have a backup of all your existing BI reports and data to prevent data loss.

3. Migrate Data Model:

   • If you’re migrating to a different BI platform, you may need to recreate your data models. Ensure that you have the necessary data structures and connections in the new system.

4. Migrate Reports:

   • Depending on the BI tool you’re using, you may need to recreate or migrate each report individually. Export reports from the old system and import them into the new system. This often involves mapping data sources and adjusting any SQL queries or data transformations as needed.

5. Data Validation:

   • After migrating reports, thoroughly test them in the new environment to ensure they produce accurate results. Verify that data sources are correctly linked and that calculations match the original reports.

6. User Training:

   • If there are changes to the user interface or report access in the new system, provide training to users to ensure they can continue using the reports effectively.

7. Deployment and Monitoring:

   • Once the reports are successfully migrated, deploy them for regular use. Monitor their performance and address any issues that may arise.

8. Documentation:

   • Document the migration process, including any changes made to reports or data models, as well as user access and permissions.

9. User Acceptance Testing (UAT):

   • Involve end-users in the testing process to validate that the migrated reports meet their requirements and expectations.

10. Communication:

    • Keep users informed throughout the migration process to minimize disruptions and ensure a smooth transition.

11. Post-Migration Support:

    • Provide ongoing support to address any post-migration issues or user questions.