MembersDesk
Make the move with your working context intact.
Plan the transition around your people, groups and information, including the history you need to preserve.
1. Understand the starting point
Inventory users, groups, documents and permissions in your existing system. Identify dependencies and the people who can validate the result.
2. Decide what belongs where
Distinguish current working documents, reusable knowledge and legacy content. The optional Knowledge base and Legacy archive serve different purposes; decide their role before transferring material.
3. Agree the migration scope
Discuss formats, volumes, metadata and access rules. Establish what can be transferred, what needs preparation and who is responsible for each step.
4. Review before opening access
Check representative groups, documents and user roles. Plan how members will find their way around and how questions will be handled after the transition.
Start with your organisation
Bring one real challenge to the conversation.
Tell Julien who takes part, what they share and where the process becomes difficult.
Request a demo