Working Group #1 — Discovery Planning

19 Nov 2025, 10:0045m 0sPASTE

Complete

Speakers

Marcus Webb

1100 words·11 segments

82%

Tom Briggs

900 words·9 segments

75%

Lisa Patel

600 words·7 segments

60%

Marcus Webb

Main agenda is discovery planning. Tom, where are we with the legacy data audit?

Tom Briggs

We have 52,000 records but roughly 15% have incomplete contact fields. Some records go back to 2009. We need to decide — do we migrate everything or clean first?

Marcus Webb

I think we clean first. Migrating bad data defeats the purpose. Let us set a data quality threshold.

Lisa Patel

Can we have a two-tier approach — active records get full migration, dormant ones go into an archive?

Tom Briggs

When do we need to decide on SAP middleware?

Agreement

Clean data before migration rather than migrate everything

Data quality threshold: minimum name, email, and last activity date required

Marcus Webb10:20

Confidence

88%

Agreement

Two-tier migration approach — active records fully migrated, dormant records archived

Compromise to address sales team concerns about losing historical records

Lisa Patel10:25

Confidence

85%

Action

Tom Briggs to define data quality criteria and provide record counts by next week

Tom Briggs10:30

Confidence

90%