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CGEIT · Question #417

An enterprise is replacing its customer relationship management (CRM) system with a cloud- based system. Which of the following should be done FIRST when preparing for data migration?

The correct answer is A. Review the enterprise data architecture. Before migrating data to a new CRM, understanding the existing enterprise data architecture is crucial to identify data sources, structures, dependencies, and potential impacts on other systems.

Submitted by hans_de· Apr 18, 2026Governance of Enterprise IT

Question

An enterprise is replacing its customer relationship management (CRM) system with a cloud- based system. Which of the following should be done FIRST when preparing for data migration?

Options

  • AReview the enterprise data architecture.
  • BEstablish a data quality plan
  • CConsult the quality assurance (QA) function.
  • DAcquire data migration tools.

How the community answered

(24 responses)
  • A
    75% (18)
  • B
    8% (2)
  • C
    4% (1)
  • D
    13% (3)

Why each option

Before migrating data to a new CRM, understanding the existing enterprise data architecture is crucial to identify data sources, structures, dependencies, and potential impacts on other systems.

AReview the enterprise data architecture.Correct

Reviewing the enterprise data architecture is the foundational first step because it provides a comprehensive understanding of the current data landscape, including data sources, formats, relationships, and dependencies. This knowledge is essential for effective planning of data extraction, transformation, and loading (ETL) into the new cloud CRM, ensuring data integrity and minimizing migration risks.

BEstablish a data quality plan

Establishing a data quality plan is critical but comes after understanding the current data architecture, as the architecture review helps identify where data quality issues might reside and how they fit into the overall data landscape.

CConsult the quality assurance (QA) function.

Consulting the QA function is important for validating the migration process and outcomes, but it is not the very first step in preparing for data migration itself; rather, it supports the quality assurance of the migration plan and execution.

DAcquire data migration tools.

Acquiring data migration tools is a procurement step that should occur after the data architecture has been analyzed and migration requirements are understood, as tool selection depends on the specific data types and structures identified.

Concept tested: Data migration preparation

Topics

#Data migration#Enterprise data architecture#IT project planning#Cloud transformation

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