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24 changes: 24 additions & 0 deletions pages/guides/playbooks/project-migration.md
Original file line number Diff line number Diff line change
Expand Up @@ -39,18 +39,23 @@ To better understand the goals of investing in a project migration, it’s best
- **Identify what is in scope** for this migration. Do you want to bring all data from all projects into one or select a subset of data to retain?
- **Timeline and Milestones:**
- **Create a high-level timeline** that outlines key phases of the migration, such as planning, execution, validation, and post-migration review. This will help keep the project on schedule.
- **Best practice:**
- For larger migrations, the planning phase can become more complex. Using a phased approach to break down the data migration process, with multiple QA checkpoints along the way, helps identify and resolve issues early. This approach reduces the risk of discovering problems in later stages and minimizes the need to reimport quality improvements in subsequent phases.

**2. Identify Key Stakeholders and Define Owners**

- **Identify key points of contact upfront**:
- **Project Manager**: Point of contact responsible for developing a detailed project plan that includes scope, objectives, timelines, and resources. Engage with stakeholders to understand their requirements and expectations. Regularly communicate progress, risks, and issues to ensure everyone is aligned and informed.
- **Key *Product* Stakeholders**: Point of contact responsible for documenting established KPIs and the product-specific requirements for the data migration. Ensure that the data migration aligns with the overall business goals and objectives of the team. Provide input and feedback on the migration plan and give final approval on data mapping and transformation to ensure that the product team can clearly understand and utilize the ingested data.
- **Key *Data* Stakeholders**: Serve as the primary contact for defining data migration requirements, including what data needs to be migrated, how it should be transformed, and any specific constraints or needs in order to report on product’s established metrics. Ensure that the migration team has the necessary data access for each required tool. Assist in assessing and validating data quality, including identifying and resolving issues such as duplicates, inconsistencies, or errors.
- **Executive Buy in**: Gaining strategic alignment is imperative to the success of this project. This point of contact is responsible for ensuring the data migration initiative aligns with broader business goals. Without it, there’s a risk the project could be deprioritized, leading to delays or incomplete execution.

**3. Document the Project Plan**

- **Feedback mechanisms**, such as having Project Managers create a shared project plan where stakeholders can stay informed about progress, decisions, and issues, can help generate greater visibility throughout the project migration process.

[Example Data Migration Project Plan](https://docs.google.com/spreadsheets/d/1zSh2OuFuIejieZ7BGTDM6ovdIQ9nuq7DYgpgEeePoU0/edit?gid=0#gid=0)

# Steps
## Step 1: Create New Project
Go to your Mixpanel UI, select the project down-drop at the top left-hand corner of your window, and select “Create Project.”
Expand Down Expand Up @@ -404,3 +409,22 @@ Saved entities, such as reports, boards, custom events, custom properties, cohor
- **Boards & Reports**: Utilize [Move](/docs/boards/advanced#move-board) to transfer saved boards and reports across the same region (i.e. US, EU data centers). Permissions are managed by group admins allowing Boards to be moved across Projects or Organizations, depending on your use case.
- Move does not support the migration of custom events, custom properties, cohorts, and lexicon metadata. This would need to be done manually. Review these lists with stakeholders and decide if any of these saved entities would need to be recreated in the new project to set your end users up for success.
- Lexicon metadata can be [retrieved](https://developer.mixpanel.com/reference/list-all-schemas-for-project) from existing projects and [recreated](https://developer.mixpanel.com/reference/upload-schemas-for-project) in the new project via our Lexicon Schemas API.

## Ongoing Optimization
As organizations grow and new use cases become available to become analyzed it presents an opportunity for data to drift from the governed processes we put in place throughout this playbook. Having a process in place for new teams to follow allows for your customer to scale cleanly.

Leveraging our in-product data governance tools can help support ongoing structure throughout your customers projects. Implementing the use of “verified” metrics, events, and formulas helps end users identify trusted content across the organization. Once your trusted governance owner(s) verify content, a blue checkmark badge will be displayed in the query builder as well as within a dedicated category within the query builder to help users quickly filter to see only trusted content.

Having pinned and favorited boards for new users to jump into as they familiarize themselves with the data is a great place to start. We see the most success when companies have a trusted metrics board for each team or product that leverages this. These boards not only guide users in exploring new use cases but also ensure they leverage the correct events and properties to get the answers they need.

Our in-product data standards tooling empowers your organization to scale your data operations by acting on your data at scale through the a rule based system.

Today, you can define the following standards:

- All my events must be [X] case
- All my events must include a description
- All my events must include an owner

If Data Standards are violated, you can define actions to be automatically applied. As a result, you can ensure your data quality stays high, without needing to invest corresponding amounts of time enforcing manually.

By enforcing continuous governance practices and leveraging our in-product tooling, you can proactively address potential inconsistencies and maintain alignment across your new and existing data in Mixpanel, fostering reliability and long-term data quality.
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