Migration guide
A practical migration path from fragmented tools to an operating layer.
Use this guide to plan sample imports, Jira/Confluence mapping, knowledge/work item continuity, integration event visibility, and rollout risk reduction.
Start with dry-run/sample import
Use representative exports to understand field mapping, status models, ownership, comments, and unmapped records before production decisions.
Map work and knowledge together
Work items, knowledge pages, decision records, and handoff notes should be reviewed as connected operating context.
Preserve integration continuity
Inventory Slack/email, Microsoft 365, and webhook handoff dependencies so important events remain visible after rollout.
Reduce rollout risk
Create readiness checkpoints, a risk register, owners for unresolved mapping questions, and a clear acceptance path.
Rollout checklist
Inventory current Jira, Confluence, workspace, and automation surfaces
Select sample data for dry-run mapping
Review mapped and unmapped records
Identify knowledge pages tied to active work
List integration events that must continue
Record migration decisions and rollout risks
Validate executive visibility needs before broader rollout