migration
Migrate from disconnected solar tools
Define system boundaries and duplicate records, then plan staged consolidation, integrations, data validation, acceptance, cutover, and rollback.
01
Choose a system of record for each object
Disconnected tools often contain overlapping customers, projects, documents, statuses, and financial context with different identifiers and owners.
- System inventory and scope boundaries
- Record ownership and identifier map
- Staged migration and data validation
- Acceptance criteria, cutover, and rollback
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Systems, objects, owners, and users
- Duplicate identifiers and relationships
- Imports, exports, integrations, and manual handoffs
- Reconciliation, exceptions, and approval evidence
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Systems that remain authoritative
- Records that consolidate
- Connector and archive dependencies
- Cutover sequence and rollback responsibility
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which system owns each record?
- Where do identifiers conflict?
- What should remain connected?
- What evidence approves each migration stage?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.