Give your team a shared
way to prepare client data.
Each engagement has its own data and its own complications. Keep the work organized by client, with saved decisions that help the next consultant understand how the migration came together.
A project for each engagement
Keep each client’s source files, mapping revisions, connection permissions and migration plans together. Organization membership and project permissions are separate, so a team seat does not grant access to every client.
Bring colleagues into the work
Invite colleagues into your organization and give them roles on the projects they’re working on. They can review the mappings and prepare the migration together, while project administrators handle execution approval.
Capacity that follows your practice
Start with one active project. Team and Partner plans include more projects and seats; archive completed engagements to free active capacity.
Replace undocumented spreadsheet steps
Saved mappings, suggestion reasons and migration plans give colleagues a way to follow the work without reconstructing it from memory. Mapping feedback stays within its project, so one client’s decisions don’t influence suggestions for another.
Compare organization plans