03.03 - Scoping Topics: When is the best time to migrate?

03.03 - Scoping Topics: When is the best time to migrate?

The best times to start a migration are:
  1. Thursday @ 3:00PM (Best)
  2. Tuesday @ 3:00PM (Alternative)
These times are good because:
  1. Most firms are front-loaded with Monday being the busiest day and Friday being slower.
    1. If a backup starts on Thursday, they can be using the new software Friday morning.
    2. This lets them use Friday as a soft-launch/warm up day.
  2. The firm can see the data restoring into their new system.
  3. The work is starting during business hours
The following backup start dates are terrible:
  1. Friday evenings / Weekends / Holidays
    If you make a habit of this, your family life and mental health will suffer and the firm will have a rough Monday because, on their busiest day of the week, they'll be trying to figure out new software.

  2. The first/last day of a billing cycle/month/year.
    These dates make the migration time sensitive which creates unnecessary pressure on the project.   If billing cycles are a consideration, we recommend doing the migration mid-cycle so all the firm members can get comfortable with entering time and running bills in the new software.

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