From an unknown estate to a proven switch

Capture the estate and the business reason for moving. The quick estimate is guided and self-reported; verification — or a paid Blueprint — captures the real structural inventory next.

• A structural inventory draft: active, paused, duplicate and ownerless workflows
• The stated business driver and initial criticality flags
• Six readiness dimensions: inventory completeness, mapping confidence, operational criticality, test readiness, security & access readiness, cutover complexity

Decision gate — is there enough evidence to classify mappings and quote scope, or does a Blueprint need to resolve material unknowns first?

Classify every in-scope component — Direct, Transform, Rebuild, Retire or Resolve. Not every workflow is worth rebuilding, and not every mapping is one-to-one.

• A mapping table per workflow or pattern, with classification and required proof
• A rationalization list — what merges, retires, or is replaced by a native feature
• Flagged “Resolve” items that cannot yet be classified

Decision gate — do unresolved items exceed the materiality threshold? If so, they must be resolved — typically through a Blueprint — before scope can be quoted.

Resolve the material unknowns and lock a fixed quote against a versioned scope manifest — not a rough conversation.

• A locked scope manifest: amount, version, validity date, assumptions, exclusions, payment stages, acceptance summary, named reviewer and customer acceptance

Decision gate — does the verified scope fit inside a published package's caps — workflow count, complexity, critical-workflow count, custom code, environments? If not, it becomes a custom fixed quote or a Blueprint.

Build the destination in controlled waves, with documentation and configuration ownership recorded as you go — not a single big-bang rebuild.

• Rebuilt workflows in the destination platform, organized by wave
• Build documentation and ownership records for each wave

Decision gate — has each wave passed internal review before it moves into acceptance testing?

Run the agreed tests and compare source and target outcomes where feasible. A workflow that “ran once” is not the same as an accepted outcome.

• An evidence ledger per critical workflow: trigger tests, transformation checks, side-effect reconciliation, retry and failure behaviour, monitoring verification

Decision gate — have all critical acceptance cases passed, or been explicitly waived by the named reviewer? Cutover does not proceed over unresolved failures.

Execute a cutover and rollback plan that was written in advance — not improvised on launch day.

• A cutover record: freeze and redirect steps taken, the go/no-go checklist, rollback trigger conditions

Decision gate — if a rollback trigger fires inside the cutover window, the team reverts to source per the pre-agreed plan.

Monitor failures, support recovery and improve the estate through a defined stabilization window — and beyond it, if you choose FlowPorter Managed.

• A stabilization-window monitoring log and handover documentation
• Optionally, a FlowPorter Managed service boundary for ongoing operation

Decision gate — has the stabilization window closed without unresolved incidents, and is there a named operating owner going forward?