A migration isn’t simply about moving information from one platform to another.
Business processes, integrations, historical data, reporting and the people using the system all need to make the journey too.
Megnity helps organizations plan and execute migrations across Salesforce, data and enterprise environments while keeping business continuity, data quality and future needs in view.
Before you move
Before migration begins, we look at the existing environment.
This creates a clearer picture of the migration before decisions are made.
The questions we start with
What comes with you
A migration can be an opportunity to clean up years of accumulated complexity.
Not every field, workflow, integration or historical record necessarily needs to be recreated in the new environment.
We help teams determine what should move, what should change and what can be left behind.
Migration approach
Seven areas we work through together as part of every migration, once you’ve decided what comes with you.
Moving poor quality data into a new platform doesn’t solve the problem.
We help assess, map, clean and prepare data before migration so the new environment starts with information teams can use and trust.
Data ownership, access and quality are considered throughout the process.
The new platform doesn’t always need to behave exactly like the old one.
We review the processes surrounding the migration and identify opportunities to simplify workflows or take advantage of capabilities available in the new environment.
The aim is to preserve what matters without automatically carrying old complexity forward.
Changing one platform can affect many others.
APIs, integrations, data pipelines, reporting and downstream systems may all depend on the environment being migrated.
We identify these dependencies and reconnect the systems required for the complete business process to continue working.
We help organizations move from legacy CRM and other customer platforms to Salesforce.
That can include data migration, process redesign, configuration, integrations, testing and transition support.
For Life Sciences organizations moving specifically from Veeva CRM, we have a dedicated migration offering built around that transition.
Migration can also involve moving data from legacy platforms into a modern data environment.
We help organizations plan how data should be moved, organized and connected across platforms such as Databricks, Salesforce Data 360 and other enterprise systems.
The goal is not just to relocate data, but to make it more useful after the move.
A migration needs confidence on both sides of the move.
We test the data, workflows, integrations and relevant business processes before transition so issues can be identified before they affect everyday work.
For regulated Life Sciences environments, appropriate validation and traceability can be incorporated into the migration approach.
Migration changes more than technology.
Teams may need to work with new screens, processes and ways of accessing information.
We consider user readiness as part of the transition so people understand what is changing and can begin working effectively in the new environment.
How we deliver
Understand the existing systems, data, processes and dependencies.
Define what moves, what changes and how the transition will happen.
Clean, map and prepare the required data and environment.
Configure the new platform and required integrations.
Move the agreed data and functionality.
Confirm that data, workflows and integrations work as expected.
Move users and business processes into the new environment.
Support the platform after go-live and address issues quickly.
After go-live
Go-live isn’t the finish line.
Once the new environment is stable, we help teams improve workflows, introduce new capabilities and get more value from the platform over time.
Explore managed servicesWhere to begin
Tell us what you’re moving from, where you’re moving to and what needs to keep working along the way.
We’ll help you build a practical path from the current environment to the new one.
Talk to us
