How to Classify Business Data Before Moving It to a New SaaS Tool

Moving documents or records into a new SaaS platform changes where data is stored, who can access it, and how it is retained. A migration can accidentally include data that the destination is not approved to handle, especially when shared folders or exports contain mixed content.

Understand the data set

List the record types, owners, sensitivity, retention needs, and user groups. Check whether exports include hidden metadata, attachments, comments, or deleted items. Compare the vendor's storage, access, backup, and deletion behavior with the organization's requirements.

• Test a representative sample before bulk migration.
• Remove records that are no longer needed under approved retention rules.
• Map roles and permissions before users receive access.
• Keep a migration log and a recovery plan for failed imports.

Informatix Systems lists cybersecurity and compliance related services. A review can help map technical controls and data handling requirements. Contact Informatix Systems to discuss a SaaS migration risk review.