Inventory
List active users, data volumes, templates, automations, integrations and external collaborators. Hidden dependencies are what make migrations overrun.
Parallel running
Budget for a short overlap between the old and new tools. The extra subscription is often cheaper than forcing a risky one-day cutover.
Rebuild time
Count configuration, permissions, templates, training and quality checks—not only the data transfer.
Exit test
Export a representative project and reopen it elsewhere before committing. A successful export file is stronger evidence than a promise on a feature page.
Use these criteria in the comparison tool, then open the source records before deciding.
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