Articles

The Top 5 Tips for Successful System Migrations

June 7, 2023
Caitlyn Truong

System migration is a necessary skill that modern business operations teams must master. Digital transformation programs are moving fast and require organizations to keep up with the evolving technological landscape. While migrating to a new system can offer numerous benefits such as revenue growth, increased efficiency, and adaptability, the process is challenging and requires significant staff time - often augmented with system migration consultants. This article will explore the top five tips business teams can use to ensure success for their system migration programs.

Tip 1. Gain user buy-in on how the new system will change their business processes

One of the most significant steps in a system migration project is a comprehensive understanding of the new software's requirements and how your business users may need to change how they work. The impact of changes will likely radiate beyond the new system you are implementing as data flows to downstream products and processes. Users need to see how the new system represents their data. Seeing familiar data within the new system helps with the configuration of screens and business needs. The following steps can help organizations address this challenge:

  • Conduct a thorough analysis of the new system, including its technical capabilities, limitations, and integration requirements.
  • Engage stakeholders from different departments to understand their specific needs and expectations.
  • Develop a detailed migration plan that outlines the steps required to meet the new system's requirements, including data conversion, training, and process redesign.
  • Setting expectations for timelines, reporting changes, compliance concerns, third-party risk management, process changes, staff training, and delivering on expected ROI (return on investment).

PRO TIP: Loading a first cut of data into the new system early can positively influence the buy-in from business users while helping them experience the new system with familiar data. Loading data early in a system migration will help with configuration and provide early visibility to owners of downstream systems and processes.

Tip 2. Efficient Field and Data Mapping for Seamless System Migration

The next step in the system migration is mapping the fields and their data from the original system to the new one. This process is not always straightforward and requires both the source and destination systems and the outcomes to ensure the project meets expectations. To streamline this step in the process:

  • Create a comprehensive mapping document that outlines the relationships between fields and data elements in the original and new systems.
  • Leverage advanced data conversion tools and methodologies to automate the mapping process, reducing manual effort and minimizing the risk of errors.
  • Validate the mapping by conducting extensive testing and subject matter expert reviews to ensure accuracy and alignment with project expectations

PRO TIP: Data conversion platforms, like Zengines, dramatically speed up matching fields from source to target by applying artificial intelligence to solve the problem quickly and accurately.

Tip 3. Seamlessly Transform Data to Meet New System Requirements

Data transformation is a critical aspect of system migration, as the data from the original system may not be directly compatible with the new system. This challenge can be addressed by:

  • Identifying the specific data transformation requirements, such as changes in data formats, units, or encoding.
  • Safeguard compliance with reporting, regulatory, and process obligations, such as historical reporting, GDPR, TPRM (Third Party Risk Management), and executive reporting, using our data migration software. Optimize efficiency by developing and implementing data transformation scripts or leveraging cutting-edge data conversion tools, automating the process for swift and accurate migration. Prioritize data integrity by conducting rigorous testing and validation procedures, guaranteeing the accuracy and integrity of the transformed data.

PRO TIP: Transforming data has advanced significantly with data science toolkits and Python. End-to-end data conversion platforms will help automate this process with pre-configured business rules and algorithms.

Tip 4. Testing the Accuracy of Data Conversion

Ensuring your data conversion is accurate is vital for successful system migration. Inaccurate data can cause all sorts of headaches, from operational problems to unhappy users and even potential penalties from regulators. To ensure your reporting and operations meet expectations, follow these essential steps:

  • Create a thorough test plan covering a range of scenarios, spanning data integrity checks, functional testing, and end-to-end testing.
  • Optimize your testing process for data migration software by harnessing the power of automated testing tools and cutting-edge techniques.
  • Establish an effective feedback loop with critical stakeholders to identify and resolve data conversion issues promptly.
  • Select relevant stakeholders to validate jobs, processes, reports, and API feeds/links to enable end-to-end operations.

PRO TIP: Don't cheat on double-checking your data conversion; it's vital to avoid headaches down the line. Create a solid test plan covering all bases using automated testing tools for efficiency and engaging your stakeholders for quicker feedback. By getting the right folks involved in validating everything, you'll have all bases covered, ensuring a smooth end-to-end conversion for your operations.

Tip 5. Managing Change and Ensuring User Adoption

The success of a system migration hinges on users' enthusiastic adoption and seamless integration of the new system. Achieving success in system migration relies on effective change management strategies and user adoption. To fulfill these crucial requirements, it is imperative to:

  • Develop a change management plan that includes communication, training, and support strategies to help users transition to the new system.
  • Facilitate learning by providing comprehensive training and resources like user guides and video tutorials.
  • Establish a robust support structure featuring responsive help desks and user forums, providing prompt assistance and addressing user concerns throughout the migration process.
  • Ensure executives and key stakeholders can monitor progress and your proactive communications.

PRO TIP: Foster a positive attitude towards change and user adoption by highlighting the benefits and addressing potential concerns through frequent engagement and positive interactions in your communication and training materials, helping users feel more comfortable and excited about the transition.

Conclusion

System migration is a complex and challenging process that requires careful planning, execution, communications, and management. By understanding the requirements of the new system, effectively mapping fields, seamlessly transforming data, quickly testing the accuracy of data conversion, and adeptly managing change, organizations can successfully migrate to a new system. By doing so, they can unlock the value of their digital transformation programs and drive their organizations to higher levels of growth and effectiveness.

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BOSTON, MA – November 12, 2025 – Zengines is pleased to announce that the company's CEO and Co-Founder, Caitlyn Truong, has been recognized as a winner of the 2025 Info-Tech Awards by Info-Tech Research Group, a global leader in IT research and advisory.

Truong has been named a winner in the Women Leading IT award category.

The Info-Tech Awards celebrate outstanding achievements in IT, recognizing both individual leaders and organizations that have demonstrated exceptional leadership, innovation, and impact. The Women Leading IT Award celebrates exceptional women whose strength of leadership is driving innovation and transformation in their organization and the IT industry.

Since founding Zengines in 2020, Truong has led the development of AI-powered solutions that address two of the most pressing data management challenges facing enterprise organizations: data migration and data lineage. Under her leadership, Zengines has partnered with some of the largest enterprises to accelerate and de-risk their most critical business initiatives—from customer onboarding and system modernization to M&A integration and compliance requirements. The company's innovative approach helps organizations complete data conversions up to 80% faster while significantly reducing risk and cost, transforming processes that traditionally required large teams of specialists and months of manual work into streamlined operations achievable in minutes or days through AI-driven automation.

"I'm deeply honored by this recognition from Info-Tech and applaud their commitment to celebrating women in tech," says Caitlyn Truong, CEO of Zengines. "At Zengines, we're solving some of the most complex challenges the industry hasn't been able to crack: helping companies understand, modernize, and move their most valuable asset - their data. We're succeeding thanks to our incredible teammates - including women leaders who earned their place through grit and skill. When we amplify this power between women in tech - sharing knowledge, championing success, staying in the fight - we create leaders who know how to do hard things. That's the future worth building."

The 2025 Info-Tech Award winners were selected from a competitive pool of hundreds of candidates. The Women Leading IT Award winners were determined by their track record of innovation, leadership, and business impact, and their contribution to the advancement of women in technology through mentorship, advocacy, or initiatives that support diversity in IT.

"Women Leading IT within the 2025 Info-Tech Awards celebrates leaders whose vision and execution have driven measurable progress in innovation, inclusion, and organizational performance," says Tom Zehren, Chief Executive Officer at Info-Tech Research Group. "Congratulations to this year's honorees for strengthening their organizations through strategic leadership and opening doors for the future generation of IT leaders. Each Women Leading IT winner for 2025 exemplifies the strength of inclusive leadership that is shaping IT's next chapter."

To view the full list of winners and learn more about the Info-Tech Awards, please click here.

About Zengines

Zengines is a technology company that transforms how organizations handle data migrations and mainframe modernization. Zengines serves business analysts, developers, and transformation leaders who need to map, change, and move data across systems. With deep expertise in AI, data migration, and legacy systems, Zengines helps organizations reduce time, cost, and risk associated with their most challenging data initiatives. Learn more at zengines.ai.

About Info-Tech Research Group

Info-Tech Research Group is the world's leading research and advisory firm, proudly serving over 30,000 IT, HR, and marketing professionals. The company produces unbiased, highly relevant research and provides industry-leading advisory services to help leaders make strategic, timely, and well-informed decisions. For nearly 30 years, Info-Tech has partnered closely with teams to provide them with everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

To learn more about Info-Tech Research Group or to access the latest research, visit infotech.com.

The 2008 financial crisis exposed a shocking truth: major banks couldn't accurately report their own risk exposures in real-time.

When Lehman Brothers collapsed, regulators discovered that institutions didn't know their actual exposure to toxic assets -- not because they were hiding it, but because they genuinely couldn't aggregate their own data fast enough.

Fifteen years and billions in compliance spending later, only 2 out of 31 Global Systemically Important Banks fully comply with BCBS-239 -- the regulation designed to prevent this exact problem.

The bottleneck? Data lineage.

Who Must Comply and When

BCBS-239 applies from January 1, 2016 for Global Systemically Important Banks (G-SIBs) and is recommended by national supervisors for Domestic Systemically Important Banks (D-SIBs) three years after their designation. In practice, this means hundreds of banks worldwide are now expected to comply.

Unlike regulations with fixed annual filing deadlines, BCBS-239 is an ongoing compliance requirement. Supervisors can test a bank's compliance with occasional requests on selected risk issues with short deadlines, gauging a bank's capacity to aggregate risk data rapidly and produce risk reports.

Think of it as a fire drill that can happen at any moment -- and with increasingly serious consequences for failure.

The Sobering Statistics

More than a decade after publication and eight years past the compliance deadline, the results are dismal. Only 2 out of 31 assessed Global Systemically Important Banks fully comply with all principles, and no single principle has been fully implemented by all banks.

Even more troubling, the compliance level across all principles barely improved from an average of 3.14 in 2019 to 3.17 in 2022 on a scale of 1 ("non-compliant") to 4 ("fully compliant"). At this rate of improvement, full compliance is decades away.

What Happens If Your Bank Fails BCBS-239 Compliance?

The consequences are escalating. The ECB guide explicitly mentions:

  • Enforcement actions against the institution
  • Capital add-ons to compensate for data risk
  • Removal of responsible executives who fail to drive compliance
  • Operational restrictions on new business lines or acquisitions

The Basel Committee makes it clear that banks' progress towards BCBS 239 compliance in recent years has not been satisfactory and that increased measures on the part of the supervisory authorities are to be expected to accelerate implementation.

What Banks Are Doing (And Why It's Not Enough)

Most banks have responded to BCBS-239 with predictable tactics:

  • Governance restructuring: Creating Chief Data Officer roles and data governance committees
  • Policy documentation: Writing comprehensive data management policies and frameworks
  • Technology investments: Purchasing disparate tools like data catalogs, metadata management tools, and master data management platforms
  • Remediation programs: Launching multi-year, multi-million dollar compliance initiatives

These tactics, as positive steps forward, are necessary but not sufficient to meeting compliance. In other words, they're checking boxes without fundamentally solving the problem.

The issue? Banks are treating BCBS-239 like a project with an end date, when it's actually an operational capability that must be demonstrated continuously.

The Data Lineage Bottleneck

Among the 14 principles, one capability has emerged as the make-or-break factor for compliance: data lineage.

Data lineage has been identified as one of the key challenges that banks have faced in aligning to the BCBS-239 principles, as it is one of the more time consuming and resource intensive activities demanded by the regulation.

Why Data Lineage Is Different

Data lineage -- the ability to trace data from its original source through every transformation to its final destination -- sits at the intersection of virtually every BCBS-239 principle. The European Central Bank refers to data lineage as "a minimum requirement of data governance" in the latest BCBS 239 recommendations.

Here's why lineage is uniquely difficult:

It's invisible until you need it.
Unlike a data governance policy you can show an auditor or a data quality dashboard you can pull up, lineage is about proving flows, transformations, and dependencies that exist across dozens or hundreds of systems. You can't fake it in a PowerPoint.

It crosses organizational and system boundaries.
Complete lineage requires cooperation between IT, risk, finance, operations, and business units -- each with their own priorities, systems, and definitions. Further, data hand-off occurs in and between systems, databases and files, which adds to the complexity of connecting what happens at each hand-off.  Regulators are increasingly requiring detailed traceability of reported information, which can only be achieved through lineage across organizations and systems.

It must be current and complete.
The ECB requires "complete and up-to-date data lineages on data attribute level (starting from data capture and including extraction, transformation and loading) for the risk indicators, and their critical data elements." A lineage document from six months ago is worthless if your systems have changed.

It must work under pressure.
Supervisors increasingly require institutions to demonstrate the effectiveness of their data frameworks through on-site inspections and fire drills, with data lineage providing the audit trail necessary for these reviews. When a regulator asks "prove this number came from where you say it came from," you have hours -- not days -- to respond.

The Eight Principles That Demand Data Lineage Proof

While 11 of the 14 principles benefit from good data lineage, regulatory guidance makes it explicitly mandatory for eight:

  • Principle 2 (Data Architecture): Demonstrate integrated data architecture through documented lineage flows
  • Principle 3 (Accuracy & Integrity): Prove data accuracy by showing traceable lineage from source to report
  • Principle 4 (Completeness): Demonstrate comprehensive risk coverage through lineage mapping
  • Principle 6 (Adaptability): Respond to ad-hoc requests using lineage to quickly identify relevant data
  • Principle 7 (Report Accuracy): Validate report numbers through documented lineage and audit trails
  • Principles 12-14 (Supervisory Review): Provide lineage evidence during audits and fire drills

The Technology Gap: Why Traditional Tools Fall Short

Most banks have invested heavily in data catalogs, metadata management platforms, and governance frameworks. Yet they still can't produce lineage evidence under audit conditions. Why?

Traditional approaches have three fatal flaws:

1. Manual Documentation

Excel-based lineage documentation becomes outdated within weeks as systems change. By the time you finish documenting one data flow, three others have been modified. Manual approaches simply can't keep pace with modern banking environments.

2. Point Solutions that only support newer applications

Modern data lineage tools can map cloud warehouses and APIs, but they hit a wall when they encounter legacy mainframe systems. They can't parse COBOL code, decode JCL job schedulers, or trace data through decades-old custom applications -- exactly where banks' most critical risk calculations often live.

3. Incomplete Coverage

Lineage that stops at the data warehouse is fundamentally incomplete under BCBS-239's end-to-end data lineage requirements. Regulators want to see the complete path -- from original source system through every transformation, including hard-coded business logic in legacy applications, to the final risk report. Most tools miss 40-70% of the actual transformation logic.

How AI-Powered Data Lineage Changes the Game

This is where AI-powered solutions like Zengines fundamentally differ from traditional approaches.

Instead of manually documenting lineage, Zengines can automatically and comprehensively:

  • Parse legacy mainframe code (COBOL, RPG, Focus, etc) to extract data flows and transformation logic
  • Trace calculations backward from any report field to ultimate source systems
  • Document relationships between tables, fields, programs, files and job schedulers
  • Generate audit-ready evidence in minutes instead of months
  • Maintain relevancy and currency through lineage updates as code changes

Solving the "Black Box" Problem

For many banks, the biggest lineage gap isn't in modern systems -- it's in legacy mainframes where critical risk calculations were encoded 20-60 years ago by developers who have long since retired. These systems are literal "black boxes": they produce numbers, but no one can explain how.

Zengines' Mainframe Data Lineage capability specifically addresses this challenge by:

  • Parsing COBOL and RPG modules to expose calculation logic and data dependencies
  • Tracing variables across millions of lines of legacy code
  • Identifying hard-coded values, conditional logic, and branching statements
  • Visualizing data flows across interconnected mainframe programs and external files
  • Extracting "requirements" that were never formally documented but are embedded in code

This capability is essential for banks that need to prove how legacy calculations work -- whether for regulatory compliance, system modernization, or simply understanding their own risk models.

Assessment: Can Your Bank Prove Compliance Right Now?

The critical question isn't "Do we have data lineage?" It's "Can we prove compliance through data lineage right now, under audit conditions, with short notice?"

Most banks would answer: "Well, sort of..."

That's not good enough anymore.

We've translated ECB supervisory expectations into a practical, principle-by-principle checklist. This isn't about aspirational capabilities or future roadmaps -- it's about what you can demonstrate today, under audit conditions, with short notice.

The Bottom Line

The bottleneck to full BCBS-239 compliance is clear: data lineage.

Traditional approaches -- manual documentation, point solutions, incomplete coverage -- can't solve this problem fast enough. The compliance deadline was 2016. Enforcement is escalating. Fire drills are becoming more frequent and demanding.

Banks that solve the lineage challenge with AI-powered automation will demonstrate compliance in hours instead of months. Those that don't will continue struggling with the same gaps, facing increasing regulatory pressure, and risking enforcement actions.

The technology to solve this exists today. The question is: how long can your bank afford to wait?

Schedule a demo with our team today to get started.

BOSTON, MA – October 29, 2025 – Zengines, the AI-powered data migration and data lineage platform, announces expanded support for RPG (Report Program Generator) language in its Data Lineage product. Organizations running IBM i (AS/400) systems can now rapidly analyze legacy RPG code alongside COBOL, dramatically accelerating modernization initiatives while reducing dependency on scarce programming expertise.

Breaking Through the RPG "Black Box"

Many enterprises still rely on mission-critical applications written in RPG decades ago, creating what Zengines calls the "black box" problem – legacy technology where business logic, data flows, and requirements are locked away in legacy code with little to no documentation. As companies undertake digital transformation and cloud migration initiatives, understanding these legacy systems has become a critical bottleneck.

The challenge with RPG is particularly acute. While COBOL's descriptive, English-like syntax makes it easier to "read," RPG's fixed-format column specifications and cryptic operation codes require developers to decode what goes in which column while tracing through numbered indicators to follow the logic. This complexity, combined with a shrinking pool of RPG expertise, makes understanding these systems even more critical—and difficult—than their COBOL counterparts.

"The majority of our enterprise customers are running legacy technology across multiple platforms – both mainframe COBOL environments and IBM i systems with RPG code," said Caitlyn Truong, CEO of Zengines. "By expanding our support to include RPG alongside COBOL, we can now address the full spectrum of legacy code challenges these organizations face. This means our customers can leverage a single AI-powered platform to comprehensively analyze, understand and modernize their legacy technology estate, rather than cobbling together multiple point solutions or relying on increasingly scarce programming expertise across different languages and systems."

Minutes, Not Months: AI-Powered Legacy Code Analysis

The enhanced Zengines Data Lineage platform automatically ingests RPG code, job schedulers, and related artifacts to deliver:

  • Interactive data lineage visualization – Graphical representation of data paths, sources, and hard-coded values
  • Comprehensive code intelligence – Relationships between modules, tables, fields, variables, and files
  • Business logic extraction – Calculation logic, branching conditions, and transformation rules
  • Actionable insights – Tables and fields inventory, profiling, and impact analysis

This capability is critical for organizations navigating system replacements, M&A integrations, compliance initiatives, and technology modernization programs where understanding legacy RPG logic is essential for de-risking implementations.

Real-World Impact: From Guesswork to Precision

Managing and modernizing legacy systems break down when teams lack complete understanding of existing logic. Migrations stall when teams cannot achieve functional coverage or resolve test failures. When validating new systems against legacy outputs, discrepancies inevitably emerge – but without understanding why the old system produces specific results, teams cannot effectively test, replicate, or improve functionality.

"Our customers use Zengines to reverse-engineer business requirements from legacy code," added Truong. "When a new system returns a different result for an interest calculation compared to that of  the 40-year-old RPG program, teams need to understand the original logic to make informed decisions about what to preserve and what to update. That's the power of shining a light into the black box."

Immediate Availability

RPG parsing capability is now available on Zengines Data Lineage platform. Organizations can analyze both COBOL and RPG codebases within a single integrated platform.

About Zengines

Zengines is a technology company that transforms how organizations handle data migrations and modernization inititatives. Zengines serves business analysts, developers, and transformation leaders who need to map, change, and move data across systems. With deep expertise in AI, data migration, and legacy systems, Zengines helps organizations reduce time, cost, and risk associated with their most challenging data initiatives.

Media Contact:

Todd Stone

President, Zengines

todd@zengines.ai

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