Chapter 3

Planning for a successful carve-in/carve-out

Common mistakes during a carve-in/carve-out

Without a solid carve-in/carve-out strategy in place, not only does the business lose the opportunity to realize the benefits listed above, but also opens itself up to significant risks. Common pitfalls include:

Data integrity

Ensuring that data remains accurate, complete, and uncorrupted is no small feat. Knowing exactly what data needs to be moved and where it resides can be tricky. Mismatched or incomplete data mapping can lead to inaccuracies and future challenges.

Additionally, the risk of losing data during the migration process is very real. During the carve-in/carve-out process, sensitive data might be exposed or vulnerable to unauthorized access, especially when dealing with multiple platforms and user access controls.

HSO ensures data integrity by developing a comprehensive data migration plan, outlining every step of the process. We map how data flows within your organization, implement strict access controls for security, and perform data validation after the carve-in/carve-out.

Planning for Success

In order for a transaction to be profitable, an expertly designed strategy must guide all activities. It is easy to underestimate the extent of the complexity and ambiguity involved. At the same time, technological considerations are often evaluated too late in the process. This can result in a loss of profits and risks to business continuity.

A robust strategy that (1) considers both processes and people, (2) meets all security requirements, (3) is cost-optimized, and (4) establishes future-proof flexibility must be created during the transition. Waiting to outline a strategy during a later phase reduces the focus and potential for value creation.

Benefits of a robust carve-in / carve-out strategy

In addition to mitigating risk, developing a proper carve in or carve out strategy provides several benefits for businesses and stakeholders alike.
  • 1

    Seamless Transition

    An established strategy that outlines the optimal framework ensures a smooth and seamless transition from one IT environment to another, minimizing disruptions to daily operations and reducing risks to regular revenue.

  • 2

    Cost Efficiency

    A well-thought-out strategy helps optimize resources, potentially reducing costs associated with the migration process. This includes minimizing the need for extensive technical support and avoiding unnecessary downtime that could impact productivity.

  • 3

    Precise Timeline

    A well-devised carve-in/carve-out strategy streamlines the planning and execution process, saving valuable time by avoiding delays and reducing the likelihood of unexpected issues.

  • 4

    Quick Adoption & Familiarity

    By planning for user adoption and training early on, a good framework helps employees quickly become familiar with the new IT environment. This speeds up the overall adaptation process, saving time in getting everyone up to speed.

  • 5

    Scalability & Future-Readiness 

    A well-planned strategy considers the future needs of the organization, making the new environment scalable and adaptable to evolving requirements. This future readiness helps the newly reorganized businesses avoid frequent disruptive migrations.

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