How we work
Move platforms without losing the history
Migration risk is not the records. It is the reporting history, the automations nobody documented, and the integrations that quietly stop.
What this covers
What the engagement covers
Inventory before anything moves
Every object, field, automation, and integration in the old system catalogued, including the ones nobody remembers owning.
A model decided up front
Which object owns which fact in the new system. Migrating an old model into a new platform imports the problems with the data.
Staged and reversible
Move in stages with the old system intact until the new one is verified. A cutover with no way back is a bet, not a plan.
Reporting continuity
Deciding deliberately what history is preserved and what is archived, before the answer is decided for you.
What usually goes wrong
The failure is rarely a lost record. It is the automation nobody knew existed that stops firing, the integration that fails silently, or reporting that cannot compare this quarter to last because the field it depended on did not come across.
All three are found by inventory, which is unglamorous and is most of the job.
Common questions
Can you migrate from any platform?
Where the data can be exported or reached by API, generally yes. The harder question is usually what the data means, not how to move it.
Will we have downtime?
The aim is none, by running both in parallel until the new system is verified. Where a genuine cutover window is needed you will know the date well in advance.
What about our custom integrations?
Each one gets assessed individually: rebuild, replace with native, or retire. Some turn out to be serving a process that no longer exists.
Start with the audit
The audit looks at your engine end to end and shows where it is losing revenue today.