Migrate Software Platform to a New Cloud Provider

Project Planning and Kickoff Define project objectives, scope, and timelines. Identify stakeholders and assign roles and responsibilities. Conduct an initial audit of the existing Zoho CRM and Zoho Books configurations. Data Assessment and Cleanup Evaluate the existing data structure, identifying redundancies and outdated information. Prepare a data cleanup plan to ensure only relevant and accurate data is migrated. Standardize data formats and naming conventions for consistency. New Instance Configuration Set up the new Zoho instance under the CFAB Global account. Configure modules, fields, and workflows in CRM to match business needs. Set up custom templates, tax configurations, and payment settings in Zoho Books. Data Migration Export data from the existing Zoho CRM and Books instances. Perform data transformation and mapping to match the structure of the new instance. Import data into the new instance, verifying accuracy and completeness. Integration and Testing Re-establish integrations with third-party tools (e.g., email, analytics, payment gateways). Conduct system testing to verify CRM workflows, financial reporting, and integrations. Perform user acceptance testing (UAT) with CFAB Global stakeholders. Training and Change Management Provide training for CFAB Global’s staff on the new system features and workflows. Develop user guides and FAQs tailored to CFAB Global's operational needs. Offer live Q&A sessions or hands-on training workshops. Go-Live and Support Schedule the system go-live, minimizing operational downtime. Monitor system performance and resolve any post-migration issues. Deliverables: Project Documentation Migration plan, including timeline, roles, and responsibilities. Audit reports for data assessment and cleanup recommendations. Clean Data Migration Fully migrated and verified CRM and Books data in the new Zoho instance. Configured New Instance Functional and tailored CRM and Books setup reflecting CFAB Global’s branding and processes. Test Results Detailed testing documentation, including issue logs and resolutions. Training Materials User guides, training videos, and quick-reference sheets. Post-Migration Support Plan A documented support framework for troubleshooting and further training needs. By following this plan, CFAB Global will achieve a streamlined, branded Zoho CRM and Zoho Books platform ready to support their operational growth.