TraceLead Ops

Private, five-minute assessment

Is your CRM migration
ready to test?

Answer ten operational questions. The score runs entirely in your browser and identifies the gaps most likely to create rework before cutover.

  • No upload
  • No sign-up
  • No data stored

10 CONTROLS

Mark the current state.

Choose the answer you could support with evidence today. “In progress” earns partial credit; unknowns are treated as gaps.

01Is there one named owner for source extraction and one for target approval?
02Are every source file, object and relationship in scope explicitly listed?
03Does each source field have a target, transform, default or exclusion decision?
04Are target required fields and allowed values validated against the current template?
05Are duplicate keys, survivor rules and ambiguous matches documented?
06Have nulls, invalid formats, pick-list mismatches and test records been profiled?
07Is there a representative sample test with expected record and field results?
08Are pre/post counts, required-field coverage and exception checks defined?
09Is there a rollback or recovery decision for a failed cutover?
10Are acceptance criteria, unresolved exceptions and the final approver documented?

Answer all ten questions to calculate a score.

HOW TO READ IT

A decision aid,
not a grade.

80–100Test-ready

Core evidence exists. Resolve remaining exceptions and run the sample test.

55–79Ready with gaps

Proceed only after named owners close the priority gaps.

0–54Not ready

Cutover risk is still structural. Finish mapping, validation and sign-off evidence first.