MSP platform migration planner
Build a phased migration checklist from the stack you operate today
Choose your current stack shape and operating scope to generate an ungated migration checklist with evidence gates and no invented timeline.
Phases, owners, evidence, and stop conditions
Ungated planning tool
Build the gates before the schedule.
The checklist adapts to your source shape and scope. It deliberately avoids a universal duration because access, data quality, approvals, integrations, and failed checks determine the real plan.Retained storage is 500 GB, carried from the pricing calculator when available. Edit the storage assumption. This plan does not execute an import. Download a blank reconciliation ledger.
Preview a planning checklist
Illustrative sequence: name the source and responsible owner; map records and permissions; reconcile a bounded test import; approve cutover only after acceptance and rollback checks; retire a source only after its retention and recovery obligations are resolved. Assign an owner and evidence URL to each gate in the downloadable ledger. These are planning steps, not proof that a connector supports your source.
Choose the closest current stack to build your checklist.
Device and protected-user scope will be carried into mapping and reconciliation checks. No email is required.
Questions, answered
MSP platform migration planner: common questions
Does the checklist estimate migration time?
No. It identifies work and evidence gates. Build a schedule only after source discovery and ownership are confirmed.
Can I use it before speaking with Dayrook?
Yes. The checklist is ungated and can be used to prepare a migration assessment or internal planning session.
When should a legacy tool be retired?
Only after required target data, policies, workflows, access, recovery, and operational acceptance have been verified and approved.