At a glance
Migration changes ownership and working habits as well as fields. Inventory the real sources, preserve ambiguity, decide permissions and retention, and reconcile a bounded pilot before a wider cutover.
01 / Map
Find the work between the cells.
List every spreadsheet, inbox, shared folder and personal workaround. For each field, identify its owner, source, update trigger, readers and downstream hand-off.
02 / Clean
Make a decision for duplicates and unclear status.
Do not convert an ambiguous historic status into a false approval. Record what is retained as reference, merged, corrected, excluded or escalated—and who authorised that treatment.
03 / Pilot
Reconcile before expanding.
Agree pilot population, acceptance checks, permissions, communication, support and rollback before moving real data. Compare counts and critical fields, test exports and retain the evidence for the go/no-go decision.
A pilot that cannot name its population, its acceptance checks and its rollback action is not a pilot. Stop and write those three decisions on the blank kit before moving records. This website does not perform the migration.