Start from discovered reality
Use source evidence and live discovery to identify customers, users, devices, services, policies, and data before importing.
Onboard a new client
Start the client relationship with a clear operating baseline.
Coordinate access, source records, agents, policies and protection in a staged onboarding plan. Give each step an owner and an acceptance check before expanding.
Try one useful scenario
Pilot acceptance before cutover
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.
Illustrative evaluation scenario, not a recorded product result.What a useful result must show
Record source count, imported count, exceptions, evidence, owner, dependencies, acceptance decision and deferred items. Keep credentials outside worksheets and inquiry messages.
Get the evaluation worksheet →Check the support boundaries
- Source system and supported import objects
- Region, authority and secure credential handoff
- Counts, duplicates, history and exclusions
- Owners, reconciliation and retirement gates
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.
Check public evidence and availability →Start with the decision
What needs to work better?
Standardize the repeatable work
Apply approved templates for sites, policies, queues, alerts, backups, access, reports, and communication.
Prove readiness before handoff
Reconcile imported counts, agent and collector coverage, integrations, policies, tests, and outstanding exceptions.
Follow the work
Make the handoffs explicit.
Use your own operating problem to review each decision and the record it should leave.
- Discover
Inventory the source and environment
Collect documented API evidence, credentials, service scope, data regions, and live infrastructure signals.
- Plan
Review the dry run
Map records and configuration, identify gaps and conflicts, and approve the import sequence.
- Activate
Import, deploy, and configure
Create the operating baseline while the source tools remain available for validation.
- Verify
Reconcile before cutover
Confirm coverage, counts, policies, service paths, restore readiness, and customer acceptance.
The supporting work.
API-led migration
Discover and map supported source data using evidence-backed manifests rather than guessed schemas.
Parallel agent validation
Verify Dayrook coverage before considering removal of an existing endpoint agent.
Onboarding ledger
Track owners, dependencies, approvals, exceptions, verification, and handoff for every workstream.
Scope, availability and evaluation details
Questions, answered
Questions for this evaluation.
Must the old platform be switched off immediately?
No. Parallel validation allows the new operating state to be checked before a controlled cutover.
What happens when a source API is incomplete?
The gap is reported with available evidence and requires a supported alternative or an approved manual decision.
Can each client use a different data region?
Customer and client data placement can use the selected US or EU region; onboarding confirms workload coverage and any provider-specific constraints.