This guide provides general planning information. Product, technical, legal and tax requirements should be verified for your own business.
- Name the problem first
- Prove migration and recovery
- Agree ownership before signing
Is replacement the smallest useful change?
Identify the measurable problem. Configuration, training, integration or a companion tool may solve it with less disruption.
Can you leave safely later?
Ask how to export data, restore backups, transfer infrastructure and retain access when the contract ends.
- Source-code and account ownership
- Data export formats
- Backup and restore evidence
- Support and exit responsibilities
Have real users tested real work?
Run representative scenarios with the staff who perform them. Record gaps, decisions and acceptance criteria before committing to rollout.