Inventory the compliance record
Count records, attachments, history, users, integrations and reports. Identify legal, audit and retention constraints.
Evidence: Signed inventory, sample exports and named owners for every data class.
Controlled migration runbook
Preserve the compliance record, prove priority workflows, control the dual run and keep a reversible path until the new platform is accepted.
The migration is complete only when records reconcile, intended users complete the live work and historical decisions remain retrievable—not when a bulk import reports success.
Public product information reviewed
Six-phase migration
Do not move from export to cutover in one jump. Prove the data model, priority workflows and rollback path in bounded stages.
Count records, attachments, history, users, integrations and reports. Identify legal, audit and retention constraints.
Evidence: Signed inventory, sample exports and named owners for every data class.
Map identifiers, statuses, taxonomies, permissions, relationships and workflow states before transforming data.
Evidence: Approved field map with explicit decisions for every unmapped value.
Use difficult and historical records, not only clean recent examples. Reconcile counts and field-level results.
Evidence: Priority samples are complete, readable, linked and independently checked.
Repeat research, change, assignment, evidence, sign-off, reporting and export in the new platform.
Evidence: Named users complete the agreed cases against written success criteria.
Freeze or reconcile changes, define the authoritative system, communicate ownership and preserve rollback.
Evidence: Signed go/no-go, working integrations, support coverage and tested rollback steps.
Confirm exports, archive access, record retention, access removal, deletion evidence and contract closure.
Evidence: Legacy system receives no live work and the retained archive passes retrieval tests.
The compliance record
Markets, authorities, licences, activities and products
Requirements, governing material, versions and checked dates
Applicability decisions, assumptions and unresolved questions
Tasks, owners, deadlines, comments, approvals and status history
Evidence, attachments, reports and audit events
Users, roles, permissions, integrations and retained identifiers
Outcome evidence
Like-for-like buyer outcome · proof pending
No public benchmark predicts migration time or success for an unknown source system and data set. Measure record reconciliation, field completeness, workflow completion, historical retrieval, user acceptance, cutover incidents and remaining manual work.
Retain the inputs, elapsed time, corrections, manual work and completed output from every shortlisted supplier. Marketing claims do not replace a buyer-owned test.
Buyer-owned validation
A supplier can answer privately, in a contract or during a live test. Until then, the correct state is unknown—not zero and not an inferred product gap.
Use identical scope, inputs and preparation time.
Record what exists now, what needs services and what is only planned.
Keep product proof separate from implementation promises.
Contract data return, renewal and exit before selection.
Evidence and disclosure
Product pages describe scope. The buyer’s own case must prove accuracy, usability and fit.
Atlas publishes this analysis and is not affiliated with, sponsored by or endorsed by the named vendors. No vendor paid for placement. Customer reports are identified as reports; unknown information remains unknown. Corrections follow the corrections policy.
Related buyer tools
Each guide owns a different decision. Together they take the team from requirements through pricing, validation, selection and migration.
Questions buyers ask
The duration depends on data volume, integrations, markets, workflow complexity and vendor support. Build a phased plan with inventory, mapping, migration tests, a controlled dual run, acceptance criteria and a reversible cutover rather than relying on a generic timeline.
Export requirements, sources, versions, market and licence mappings, decisions, tasks, owners, dates, comments, approvals, attachments, evidence, users, permissions, reports and audit history, together with an explanation of every field and identifier.
A bounded dual run is usually safer for material workflows. Define which system is authoritative, prevent duplicate actions, compare outputs on known scenarios and set an end date so parallel operation does not become permanent.
Preserve immutable exports, identifiers, timestamps, actors, approval states, attachments and source references. Test retrieval of selected historical decisions before accepting the migration and retain the legacy archive under a documented policy.
A safe cutover has signed acceptance criteria, reconciled record counts, tested priority workflows, trained owners, working integrations, rollback steps, a support window and explicit confirmation that the old system is no longer receiving live work.
Run the operating case
Bring one difficult market, one material change and the outputs your team needs to retain. We will show the completed workflow and identify what remains outside Atlas.