How to Prepare Asset Data for Data Centre Platform Implementation 

Infrastructure management platforms promise visibility, automation, and operational optimization. What they require is clean, structured data. 

Organizations that invest in management platforms often discover that implementation success depends less on the platform itself and more on the quality of data being fed into it. A platform can only surface insights, automate workflows, and optimize operations based on the data it receives. When that data is incomplete, inconsistent, or inaccurate, the platform cannot deliver expected value. 

Preparing asset data before platform implementation is not optional. It is the foundation that determines implementation success. 

This guide provides a step-by-step approach to data preparation, covering common challenges, practical processes, and best practices for successful platform deployment. 

Why Platform Implementations Stall 

Before addressing how to prepare data, it is worth understanding why implementations commonly struggle. Recognizing these patterns helps organizations avoid repeating them. 

  • Schema Mismatches 

    Platforms require data in specific formats with defined field structures. Existing asset records often use different formats, inconsistent field names, or non-standard values. 

    A platform might require manufacturer names from a controlled vocabulary (Dell, HPE, Cisco), while source data contains variations (Dell Inc., Hewlett Packard Enterprise, HP, Cisco Systems, Cisco Inc.). Mapping source data to platform requirements takes longer than anticipated because these variations must be identified and resolved. 
  • Missing Required Fields 

    Platforms typically require certain attributes for core functionality. Asset location might be required for floor plan visualization. Power ratings might be required for capacity calculations. Serial numbers might be required for warranty tracking. 

    When source records lack these attributes, teams must research and populate data before proceeding. A server inventory that lacks power ratings requires either specification lookup for every model or physical measurement of every unit. This research effort was not in the project plan. 
  • Inconsistent Naming 

    The same equipment described differently across source systems creates duplicate records, broken relationships, and unreliable reporting. 

    When one source lists “Dell PowerEdge R750” and another lists “PE-R750” and a third lists the hostname “PROD-DB-01,” the platform may create three records for one physical asset. Deduplication must occur before or during data ingestion, requiring logic to identify which records represent the same asset.

  • Location Data Gaps 

    Platform features like capacity visualization, impact analysis, and automated workflows depend on accurate location data. Rack assignments must be current. U-positions must be precise. Room and row identifiers must match physical reality. 

    When rack assignments are outdated (the server was moved but the record was not updated) or U-positions are estimates (it is in Rack 12 somewhere), features that depend on location data cannot function properly. Physical verification may be required before data can be loaded. 

  • Referential Integrity Issues 

    Assets have relationships: servers connect to specific switch ports, switches connect to specific patch panel ports, specific PDUs power specific racks. When source data lacks these relationships or represents them inconsistently, platform features that depend on relationship data will not function. 

    Connectivity visualization requires knowing what connects to what. Impact analysis requires knowing what depends on what. If this information does not exist in source data, it must be discovered and documented before platform implementation. 

  • Scope Underestimation 

    Perhaps most commonly, organizations underestimate the scope of data preparation required. Project plans allocate two weeks for data migration, assuming data cleanup is minor. When the true scope becomes apparent, projects slip or data quality is compromised to meet timelines. 

Step-by-Step Data Preparation Process 

Successful platform implementations treat data preparation as a distinct project phase with dedicated resources and realistic timelines. 

Step 1: Inventory Data Sources 

Before assessing data quality, identify all sources that contain asset data. Common sources include: 

  • Primary Asset Systems: Asset management databases, configuration management databases, spreadsheets maintained by operations teams, legacy systems from acquired facilities. 
  • Adjacent Systems: Ticketing/ITSM systems (may contain asset references), procurement systems (may contain purchase and warranty data), monitoring systems (may contain discovered assets), financial systems (may contain depreciation data). 
  • Manual Records: Documentation maintained by individuals, rack diagrams and floor plans, commissioning records, decommissioning records. 
  • Institutional Knowledge: Information held by staff but not documented, corrections known but not applied to systems, relationships understood but not recorded. 

For each source, document what data it contains, what format, how current it is, and who owns it. 

Step 2: Assess Current State 

With sources identified, assess the quality and completeness of available data. This assessment should examine: 

  • Completeness: What percentage of assets have each attribute populated? Are required fields populated for all records? 
  • Accuracy: Spot-check records against physical reality. Do locations match? Are specifications correct? 
  • Consistency: Are the same values represented the same way across records? Are naming conventions followed? 
  • Currency: When were records last updated? Are there known changes not reflected in data? 

This assessment reveals the gap between current state and platform requirements. The gap determines the scope of data preparation work. 

Step 3: Define Target Structure 

Platform implementations require a defined target structure: the taxonomy, attribute schemas, and naming conventions that data must conform to. This structure should align both with platform requirements and with operational reporting needs. 

  • Platform Requirements: What fields does the platform require? What formats does it accept? What relationships does it expect? 
  • Operational Requirements: Beyond platform minimums, what data does the organization need for reporting and operations? 
  • Data Standards: What naming conventions will be used? What controlled vocabularies will govern field values? 

Defining the target structure before beginning data transformation prevents rework later. 

Step 4: Map Source to Target 

With current state understood and target structure defined, map how source data will transform to target requirements. For each target field, determine: 

  • Which source field(s) provide the data 
  • What transformation is required (format changes, value normalization, concatenation) 
  • Whether research is required to populate missing data 
  • Whether the field can be derived from other sources 

This mapping produces a transformation specification that guides execution. 

Step 5: Execute Transformation 

Data transformation converts source records into target format. The transformation process typically includes: 

  • Extraction: Pull data from source systems into a working environment where it can be manipulated. 
  • Normalization: Apply naming conventions and controlled vocabularies. Standardize date formats. Normalize location identifiers. 
  • Enrichment: Add data that does not exist in sources. Look up specifications for model numbers. Research warranty status. 
  • Deduplication: Identify and merge records that represent the same physical asset. 
  • Validation: Check transformed data against defined rules. Required fields populated? Values within expected ranges? 
  • Remediation: Address issues identified during validation. Research missing data. Correct errors. 

Transformation scope varies dramatically by current state. Organizations with relatively clean data may complete transformation in weeks. Organizations with fragmented data across multiple acquired facilities may require months. 

Step 6: Validate Before Loading 

Before loading data into the platform, comprehensive validation should confirm: 

  • All required fields are populated for all records 
  • Values conform to expected formats 
  • Referential integrity is maintained 
  • No duplicates exist 
  • Location hierarchy is complete and accurate 
  • Data loads successfully into platform test environment 

Issues identified during validation are easier to resolve before data enters the platform. 

Step 7: Load and Verify 

With validated data, load into the production platform: 

  • Staged Loading: Load in logical segments (by site, by asset type) rather than all at once. Verify each segment before proceeding. 
  • Verification: Confirm record counts match. Spot-check records for accuracy. Test platform features that depend on loaded data. 
  • User Acceptance: Have operational users verify that data reflects their understanding of the environment. 

Step 8: Establish Ongoing Governance 

Platform implementation is not the end of data management. New assets must be onboarded. Existing assets must be updated. Changes must be validated. Without governance processes, data quality degrades over time. 

Governance should define: 

  • Onboarding Processes: How new assets enter the system. Who is responsible. What data is required. 
  • Change Management: How asset changes are recorded. Who approves changes. How changes are validated. 
  • Audit Processes: How data quality is monitored over time. What metrics are tracked. 
  • Exception Handling: How assets that do not fit standard taxonomy are handled. 

Best Practices for Data Preparation 

Beyond the step-by-step process, the following best practices improve data preparation outcomes: 

  • Allocate Realistic Timelines: Data preparation takes longer than expected. Build contingency into project plans. Assume source data is worse than initial assessment suggests. 
  • Assign Dedicated Resources: Data preparation requires focused effort. Staff splitting time between data preparation and operational responsibilities will prioritize operational work. 
  • Engage Operations Early: Operations staff understand the environment in ways that data does not reflect. They know which records are wrong and relationships that are not documented. 
  • Document Decisions: Transformation requires decisions: how to normalize values, how to resolve conflicts, how to handle edge cases. Document these decisions for consistency and audit trail. 
  • Test Thoroughly Before Production: Use platform test environments to validate data loads before production. Test with representative subsets, then full datasets. 
  • Plan for Iteration: First data loads rarely achieve perfection. Plan for iteration: load initial data, identify issues through use, remediate, and reload. 

The Investment Perspective 

Data preparation represents an investment that returns value beyond the immediate platform implementation. 

Structured, normalized asset data supports not just the current platform, but future systems, reporting requirements, compliance audits, and operational processes. The work done to prepare data for platform implementation becomes a foundation for ongoing operational capability. 

Organizations that treat data preparation as a cost to be minimized often find themselves repeating remediation efforts with each new system or requirement. Organizations that treat data preparation as a strategic investment build a foundation that serves multiple purposes over time. 

The platform is a tool. The data is the asset. Investing in the asset ensures that any tool, current or future, can deliver value. 

You May Also Like