How we'd get you off each SaaS, phase by phase.
For every SaaS we kill, the runbook documents the exact API endpoints we'd hit, the rate-limits and ID-format quirks to plan around, and the parallel-run + cutover phases. The case-study SaaS have rich, researched plans; the rest currently render the generic 7-phase playbook from /process.
Researched runbooks
API endpoints, rate limits, real gotchas. The ones we'd send to an engineering leader before the first scoping call.
- ConfluenceWiki & Docs10-14 weeks
Confluence migrations turn on three specifics: the storage format is XHTML with a forest of `ac:` macros that don't translate cleanly to Markdown, page restrictions inherit through the space hierarchy in non-obvious ways, and content moves to MDX-on-disk + a real search index (Typesense or Postgres tsvector) which finally returns relevant results — the most common complaint about Confluence search.
Read the runbook→ - IntercomCustomer Messaging8-12 weeks
Intercom migrations have three quirks worth knowing: the conversations API uses cursor pagination and is rate-limited at ~1,000 requests/min, the Messenger widget identifies users via a signed `user_hash` you'll need to mint from your own backend, and Help Center articles live on an intercom.help subdomain whose URLs you'll want to mirror (or 301-redirect) to preserve SEO equity.
Read the runbook→ - JiraIssue Tracking12-16 weeks
Jira migrations are about three things: extracting via the Cloud REST API (which paginates differently for issues than for most other resources), faithfully rebuilding the workflow + scheme spaghetti as state machines, and translating JQL searches and Marketplace-app bills into first-class features in the new product. Issue keys (PROJ-1234) are preserved everywhere so external links, commits, and PR references keep resolving.
Read the runbook→ - KlaviyoEcommerce Email & SMS6-10 weeks
Klaviyo migrations turn on three specifics: the Profiles + Events APIs use cursor pagination with a 10 req/sec burst limit, the Flows engine has no public 'export' so the trigger logic has to be rebuilt from the UI inventory, and your Shopify webhooks need to re-point in lockstep with the cutover or you'll double-charge customers' inboxes for a week.
Read the runbook→ - SalesforceCRM10-14 weeks
Salesforce migrations live or die on two technical details: Bulk API 2.0 for the data extraction and a deliberate strategy for the 18-character record IDs that all your historical integrations point at. We preserve those IDs as a column in the new schema so reports, webhooks and saved searches keep resolving.
Read the runbook→ - Workday HCMEnterprise HRIS24-36 weeks (incl. a full quarter of parallel run)
Workday HCM migrations live or die on three Workday-specific realities: data extraction goes through SOAP-based Workday Web Services (or RaaS reports), the business-process catalogue is the actual product (hundreds of approval chains accumulated over years), and the security-group + supervisory-org tree has to be remodelled before a single row of worker data moves. We scope tightly: HCM module only — Finance + Adaptive Planning + in-country Workday Payroll stay.
Read the runbook→
Generic playbook (research in progress)
These SaaS use the generic 7-phase playbook for now — same shape, contextualised on the call. Ping us if you want a full researched runbook bumped up the queue.
- →AmplitudeProduct Analytics
- →AsanaWork Management
- →BambooHRHR Information System (HRIS)
- →CalendlyScheduling
- →DocuSignE-Signatures
- →FrontCustomer Support
- →GreenhouseRecruiting (ATS)
- →HubSpotMarketing & CRM
- →LeverRecruiting (ATS)
- →LookerBusiness Intelligence
- →MailchimpEmail Marketing
- →Marketo EngageMarketing Automation
- →MixpanelProduct Analytics
- →monday.comWork Management
- →OutreachSales Engagement
- →PandaDocDocument Workflow
- →PendoProduct Analytics
- →PersonioHR Information System (HRIS)
- →SlackTeam Communication
- →TableauBusiness Intelligence
- →TypeformForms & Surveys
- →ZendeskCustomer Support