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M3 Framework - Introduction M3 Framework - Overview Phase 0 - Assessment Phase 1 - Readiness Phase 2 - Selection Phase 3 - Engagement Phase 4 - Migration Phase 5 - Operations Resources
M3 Playbook > Phase 3: Engagement
3.15 Prepare Data for Mock Conversions (Data Cleansing, Data Mapping)
3.14 Develop Integrated Technical Strategy
3.16 Finalize Target State Concept of Operations
Image Map Phase 0: Assessment Phase 1: Readiness Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Jointly develop a Data Conversion Plan, with input from the data cleansing process, and execute against plan to address potential data conversion issues.

Phase 3 GuidanceResponsible Party - Customer, Provider, Shared
1. Develop integrated data governance approach to include process, roles, and responsibilities and cleansing and mapping criteria (S)
2. Review customer data architecture (P)
3. Discuss standard data management approach with customer (P)
4. Finalize an integrated approach and plan for data cleansing, mapping,
extract/transfer/load, mock conversion, conversion, and data validation (S)
5. Assess data quality based on cleansing activities from previous phase against defined criteria (S)
6. Initiate legacy-to-target data mapping (S)
7. Identify data errors/anomalies and prioritize resolution activities (S)
8. Develop and execute Data Cleansing Scripts and perform manual corrections as needed, updating as needed (S)
9. Validate results of data cleansing and readiness for conversion based on data quality criteria and metrics (C)
10. Report updates in governance meetings and Status Reports/Dashboards (S)

• Data Cleansing Plan
• Data Quality Assessment Results
• Existing System Data Dictionaries
• Existing Data Governance Model

• Updated Data Cleansing Plan
• Updated Data Cleansing Scripts
• Documented Data Structure and Mapping
• Data Conversion Plan
Stakeholders Update
• Program Manager (C, P)
• Business Owners (C, P)
• Functional Lead (C, P)
• Technical Lead/Solution Architect (C, P)
• Data Conversion Lead (C, P)
• Data SMEs (C, P)

Best Practice
• Begin data cleansing activities prior to migration activities and continuously throughout the implementation to assist with data readiness
• Agree on data governance including metadata management and data quality management
• Incorporate additional post Go-Live data cleansing and quality activities into data conversion strategy, schedule, and resource planning
• Investigate provider service offerings around post Go-Live conversion support prior to finalizing cleansing metrics