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Migration assessment

Work out what should move—and what should stay.

Share your current stack, approximate scale and the work that must keep running. Use the assessment to identify source-system limits, dependencies and a sensible first migration scope.

Request an assessment Read the migration guide

Feasibility before commitment

Migration workspace

Feasibility before commitment
No writes made
Source mappingDry run only
Source objectDayrook targetDecision
CompaniesClientsMapped
DevicesEndpointsMapped
Ticket statusesService statesReview
Illustrative Migration workspace concept—not a live product screenshot.

Prepare a useful first-workflow plan.

The ungated migration planner helps you outline source systems, retained tools, a representative pilot and acceptance checks. Use that draft to guide an inquiry; it is a planning aid, not a completed feasibility assessment or a migration commitment.

Build your migration checklist →

Scope the migration safely

Scope the move before you commit.

Share the source systems, approximate scope, planning stage, and constraints needed for an initial feasibility review.

Starting focus: migration assessment

  • Name source products and approximate scope without sending exports or credentials.
  • Use the assessment to define feasibility and evidence—not to imply a cutover guarantee.
What happens next
  1. A migration specialist reviews the scope and obvious dependencies.
  2. The team follows up with the next discovery step or a clear feasibility concern.
  3. Detailed records and qualification stay out of this first request.

This selects the regional handling endpoint for your inquiry. It does not reserve product capacity or override the provider-processing details in the privacy notice.

We use your contact details, request and attached evaluation context to respond. Sending an inquiry does not subscribe you to marketing. Cloudflare Turnstile processes technical signals for abuse protection. Your selected request region does not control external analytics or booking services. Do not include passwords, customer records or confidential incident evidence. Read the website privacy details.

Try this in your evaluation

Pilot acceptance before cutover

Illustrative scenario · use it to plan a test, not as proof of a result

Fictional pilot: plan 10 company records; reconcile 9 matches and 1 duplicate exception. The owner withholds go-live until the duplicate is resolved and a sample workflow passes. Safe inquiry example: “Two source systems, about 200 devices and 10 companies, US region, company-record pilot; exact counts to be reconciled.” Do not include credentials, customer names, exports or sensitive ticket content in the public form.

Define a successful result

Check these support boundaries

  • Source system and supported import objects
  • Region, authority and secure credential handoff
  • Counts, duplicates, history and exclusions
  • Owners, reconciliation and retirement gates

Acceptance record

Record source count, imported count, exceptions, evidence, owner, dependencies, acceptance decision and deferred items. Keep credentials outside worksheets and inquiry messages.

Limits to resolve

The current migration directory evidences company-record scope where stated, not universal ticket/history import. Agent coexistence and deployment combinations require a release-specific pilot.

Get the evaluation worksheet →Check public evidence and availability →

Questions, answered

Migration assessment: common questions

What information should I provide first?

List source products, approximate customers, endpoints and users, priority data and workflows, target timing, and major custom integrations.

Should I send API keys with the request?

No. Credentials should be provided only through an approved secure workflow after scope and purpose are confirmed.

Does the assessment include cutover?

It defines feasibility and next steps. Execution, validation, cutover, and retirement require a separately approved migration plan.