ARTICLES
Notes from bank
integration and
migration projects
Practical articles on process optimisation, business integration, data migration and project support in banking and wealth management.
Lessons from real banking projects, written down while they still matter. Each article ends with steps you can apply on your own project.
From project work, not theory
Practical steps
PMO Support
04
RAID tracking, status reporting, steering-committee papers
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START WITH A SERVICE
01
Process Optimisation
Root causes and structural fixes for recurring operational issues
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02
Business Integration
→
Bank mergers, operating model, client and asset transfer
Data Migration
03
Client, portfolio and position data between platforms
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CATEGORY
6 articles in Data Migration
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DATA MIGRATION
5 SEP 2026 · 8 MIN READ
Delta Migration After the Initial Load
How banks move the changes made after the initial load: fix the start point, capture every change including deletes, apply them in order, reconcile each delta and drain the last one.
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DATA MIGRATION
18 APR 2026 · 8 MIN READ
Source to Target Mapping for Bank Data
How banks map old data to a new platform: start from the target fields, profile the source, build the mapping sheet, translate code lists, get sign-off and test every rule.
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DATA MIGRATION
21 FEB 2026 · 6 MIN READ
Archive First, Then Switch Off Legacy Systems
BMO Harris archived 4.3 TB and saves $5 million a year. Application decommissioning starts with the archive, not with the switch-off date.
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DATA MIGRATION
13 JUN 2026 · 8 MIN READ
Migrate, Archive or Delete Legacy Data
How banks decide what happens to legacy data in a platform change: sort it by status, set the history depth, archive what must be kept, delete the rest and record each decision.
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DATA MIGRATION
21 MAR 2026 · 8 MIN READ
Data Migration Strategy for a New Bank Platform
How banks build a data migration strategy for a new platform: set the scope, choose big bang or phased, map and clean, rehearse, reconcile and plan the cutover.
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DATA MIGRATION
16 MAY 2026 · 8 MIN READ
Reference Data in a Bank Migration
How banks move reference data to a new platform: list the domains, pick one golden source, load it before positions, check identifiers, confirm settlement instructions and keep owners.
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DATA MIGRATION
21 FEB 2026 · 6 MIN READ
Automating Weekly Reporting With Excel and VBA
How banks keep data consistent across many systems: pick the critical data, agree one definition, name owners and golden sources, measure, reconcile and fix errors where they start.