Editorial draft available to read. Factual and language review is pending. Examples are illustrative.

Decision and scope

Divide migration by workflows and define the authoritative source at each stage. Running two tools together requires explicit writing and reconciliation rules. Without those rules, a gradual transition can create incompatible versions of the same record and leave staff unsure which system reflects the actual business decision.

Illustrative example

Illustrative example: new requests are created in the replacement application while older requests finish in the original tool. A search view links both collections using stable identifiers. The same request cannot be edited independently in both places. The handover date and the exceptions that remain in the old tool are visible.

Acceptance check

Test imports, record counts, links and a practical fallback before switching users. Record migrated groups and unresolved defects. Accept each phase when users know where to work and records can be reconciled without duplicated operational ownership.

Key takeaways

  • Accept each phase when users know where to work and records can be reconciled without duplicated operational ownership.