SAP SuccessFactors Data Migration Readiness Assessment

Don’t Let Data Be Your Blind Spot

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This short diagnostic is designed to help you assess how prepared your organisation is to support the data migration stream in your SAP SuccessFactors implementation.

It’s intended for project sponsors, HRIS leads, and senior business stakeholders who are accountable for delivery outcomes but may not be technical data experts.

The assessment focuses on the planning stage — before configuration or testing begins. It helps identify whether the right strategy, resourcing, governance, and tooling are in place to support your implementation partner and avoid common data-related risks.

At the end of the quiz, you’ll receive:

A total readiness score
A brief summary of your risk posture
A detailed breakdown sent to your inbox with practical recommendations

You don’t need deep system knowledge to complete this. It takes around five minutes, and your responses are treated confidentially.

Start the Self Assessment

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1Strategic Planning & Alignment

2Ownership & Governance

3Tooling & Process Readiness

4SME Capacity & Mobilisation

5Contact Information

Strategic Planning & Alignment

1. Has your organisation developed and approved a clear Data Migration Strategy (separate from the SI’s configuration plan)?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

2. Have you documented the phases of your data preparation—strategy, profiling, mapping/cleansing, loading/reconciliation, and cutover—and aligned them with key project milestones like FUT, UAT, and go-live?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

4. Is someone internally accountable for leading or coordinating data migration across teams and partners?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

3. Are these data milestones (e.g. when data should be profiled or test-ready) reflected in your master project plan?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

5. Has budget been allocated specifically for tooling, support, and SME involvement in data migration?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

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Strategic Planning & Alignment Score

Section 2: Ownership & Governance

6. Has someone been assigned as the data owner for each data type (e.g. employee data, pay groups, org structure)?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

7. Have you clearly documented who is responsible for providing, checking, and approving each type of data—both within your team and across partners?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

8. Are the responsibilities of SMEs and validators (e.g. reviewing, approving, and signing off data) clearly communicated?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

9. Have you scheduled checkpoints to review progress on mapping, cleaning, and load readiness before testing begins?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

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Ownership & Governance

Section 3: Tooling & Process Readiness

10. Do you have a central workspace (e.g. SharePoint or Smartsheet) for managing migration documents and trackers?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

11. Have appropriate tools for data extraction, transformation, and cleansing, such as a cleansing tracker, validator checklist, or ETL platform (e.g. SAP Datasphere or equivalent), been selected and prepared?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

12. Is there a plan for how version control, approvals, and issue tracking will work across load cycles?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

13. Have you defined what "ready" means before each load—for example, what must be done before attempting the first mock load?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

14. Are you starting to review and prepare your data. Like mapping job titles or department names, even before receiving the official SAP templates?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

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Tooling & Process Readiness

Section 4: SME Capacity & Mobilisation

15. Are your business SMEs aware they’ll need to help with mapping, data reviews, and issue resolution, not just validating requirements training and testing?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

16. Have they been briefed on how data needs to match the rules and structures built in SuccessFactors?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

17. Have you scheduled or delivered a simple session on how data migration will work and what will be expected of the business?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

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SME Capacity & Mobilisation

Section 5: Source System Profiling & Transformation Planning

18. Have you looked at your current HR data to see where it might be incomplete, inconsistent, or out of date before trying to load it into SuccessFactors?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

19. Have you created a list of known data problems, like missing job codes or mismatched reporting lines, and started planning how to fix them before testing?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

20. Have you started thinking about how your current data, like job titles, departments, or pay types, will need to be changed to match the SuccessFactors format?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

21. Are you aware of any planned or in-flight organisational changes, such as restructures, new cost centres, or role reclassifications and have you considered how these will impact your data design and load timing?Have you started thinking about how your current data, like job titles, departments, or pay types, will need to be changed to match the SuccessFactors format?*

Not Considered

Early Thinking

In-Progress

Mostly Complete

Fully Prepared

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Source System Profiling & Transformation Planning

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Total Score

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