Migration
Move work without losing its context
Move a useful workflow, not just a pile of task titles.
The work to improve
A migration succeeds when teams can find their owners, prerequisites and next decisions after the move. Plan the destination structure and access model before transferring records, then reconcile a small batch.
Use the configured importer or an explicitly reviewed transfer. Show a source sample and the corresponding Vision record. Verify relationships and permissions; do not describe unverified imports as complete synchronization.
Start with a bounded scenario, record the evidence and expand only after the evaluator confirms the requested result.
What changes for your team
- A reviewed source-to-destination mapping
- A reconciled pilot batch with owned exceptions
- A deliberate cutover plan with an agreed recovery route
What you can explore in Vision
- Choose a bounded source dataset and document supported import fields.
- Map identity, owners, status meanings, project placement and privacy.
- Review counts, exceptions, dependency links and rollback before expanding.
Questions worth asking
Which history and relationships must survive the move?
Choose a bounded source dataset and document supported import fields. Use the configured importer or an explicitly reviewed transfer. Show a source sample and the corresponding Vision record. Verify relationships and permissions; do not describe unverified imports as complete synchronization.
How should we start?
Choose a small pilot dataset and review the migration plan with Nano X.
What needs to be verified?
Confirm the exact release, permissions, data scope and integration setup. Agree on acceptance criteria before running the evaluation.
Scope and availability
- Verify the customer’s release, enabled modules and configured integrations before making a commitment.
- A successful demonstration does not establish a compliance certification, production outcome or automatic integration.