Tracks/Track 16 — M&A Technical Integration/N16-4
Track 16 — M&A Technical Integration

N16-4: Data & API Consolidation

Merging data systems is where integration projects go to die — unless you plan precisely.

3 Lessons~45 min

🎯 What You'll Learn

  • Map data schemas
  • Design API bridges
  • Plan customer migration waves
  • Validate data integrity
Free Preview — Lesson 1
1

Lesson 1: Schema Mapping & Data Migration

Before a single row of data moves, you need a complete schema mapping: every table, every field, every relationship in both systems mapped to the target schema. The mapping reveals: compatible fields (direct copy), translatable fields (transformation needed), and orphan fields (data that doesn't map). Each translation adds cost and error risk.

Schema Map

Complete field-by-field mapping between source and target databases.

This document becomes the single source of truth for migration
Translation Rules

For each non-compatible field, define the exact transformation logic.

Example: "Source status enum (1,2,3) → Target status string (active, pending, closed)"
Data Validation

After migration, run validation queries to verify data integrity.

Check: row counts, null rates, referential integrity, edge cases
📝 Exercise

Create a schema mapping document for the most complex data migration in your integration plan.

2

Lesson 2: API Bridge Architecture

During the transition period, both systems need to work together. Build API bridges: (1) Read-through (queries hit new system, fall back to old), (2) Write-through (writes go to both systems during migration), (3) Sync service (keeps both systems in sync until cutover).

Read-Through

Query the new system first; if data not yet migrated, query the old system.

Allows gradual migration without downtime
Write-Through

All writes go to both systems simultaneously during transition.

Ensures both systems have consistent data until cutover
Sync Service

A dedicated service that monitors and reconciles differences between systems.

Essential for catching edge cases and ensuring parity
📝 Exercise

Design the API bridge architecture for your integration. Define the read-through, write-through, and sync strategies.

3

Lesson 3: Customer Migration Waves

Never migrate all customers at once. Migrate in waves: Wave 1 (internal accounts as guinea pigs), Wave 2 (5% of smallest customers — low risk, fast feedback), Wave 3 (25% mid-tier), Wave 4 (50% including larger accounts), Wave 5 (remaining 20% including highest-value accounts with white-glove support).

Wave 1: Internal

Migrate internal test accounts first. Find and fix bugs with zero customer impact.

Duration: 2 weeks
Wave 2: Small Accounts

5% of customers, smallest first. Low revenue risk if issues arise.

Duration: 2-4 weeks. Expect 80% of bugs to surface here.
Wave 5: Enterprise

Highest-value customers get dedicated migration support, extended timelines, and rollback guarantees.

These customers fund your business. Treat their migration as precious.
📝 Exercise

Design a 5-wave customer migration plan. Define the wave composition, timeline, support level, and rollback process.

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Module Syllabus

Lesson 1: Lesson 1: Schema Mapping & Data Migration

Before a single row of data moves, you need a complete schema mapping: every table, every field, every relationship in both systems mapped to the target schema. The mapping reveals: compatible fields (direct copy), translatable fields (transformation needed), and orphan fields (data that doesn't map). Each translation adds cost and error risk.

15 MIN

Lesson 2: Lesson 2: API Bridge Architecture

During the transition period, both systems need to work together. Build API bridges: (1) Read-through (queries hit new system, fall back to old), (2) Write-through (writes go to both systems during migration), (3) Sync service (keeps both systems in sync until cutover).

20 MIN

Lesson 3: Lesson 3: Customer Migration Waves

Never migrate all customers at once. Migrate in waves: Wave 1 (internal accounts as guinea pigs), Wave 2 (5% of smallest customers — low risk, fast feedback), Wave 3 (25% mid-tier), Wave 4 (50% including larger accounts), Wave 5 (remaining 20% including highest-value accounts with white-glove support).

25 MIN
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