Discover and define success
Assign business and technical owners. Record critical workflows, non-negotiable functions, data residency needs, recovery objectives and measurable outcomes.
Map the data and dependencies
Document every source, integration and identity boundary. Identify missing exports, API limits, custom logic and historical records that must remain accessible.
Design and pilot
Choose components by fit, licensing and operating requirements. Import representative data, implement one end-to-end workflow and test access using ordinary accounts.
Rehearse the migration
Time extraction, transformation and imports. Reconcile counts, financial totals and relationships. Test attachments, search, reports, automations and backups.
Cut over with a rollback decision
Define the authoritative system during coexistence. Set a change window, freeze or replay writes, name the decision owner and establish the latest safe rollback point.
Operate and retire responsibly
Train users, monitor service levels and document the system. Retain required history before cancelling contracts or deleting source data.
Common questions
Can all existing data be moved?
That depends on export capability, proprietary formats and the quality of the source data. Test a representative extraction before promising full migration.
How long will migration take?
There is no reliable universal timeline. A pilot establishes effort, dependencies and business constraints before a delivery estimate.