03.10 - Scoping Topics: Migration Calendar Items

03.10 - Scoping Topics: Migration Calendar Items

Once a migration date is picked, you should send your point of contact three calendar invites and ask that they create similar invites for everyone in their firm.

"Wrap Up" Invite

This invite's purpose is to warn the firm members that the final backup is about to start and they should wrap up any final data entry.
  1. Subject:  FINAL BACKUP STARTS IN 30 MINUTES.  WRAP UP!
  2. Body:  Any data added after this invite will not be migrated.
  3. Start Date: 30 minutes prior to the start of the migration
  4. End Date: The start date of the migration

"Migration Go-Live" Invite

This invite's purpose is to clearly articulate that the migration is in-flight.
  1. Subject: Migration Go-Live
  2. Body:  During this window, data will be transitioning to the new system.  You should save all work to your desktop during this time.
  3. Location: Firm Attendance not required
  4. Start Date: [Migration start date]
  5. End Date: 8:30AM the following day.

"Start using {App}!" Invite

  1. Subject: Start using {App}
  2. Body:  The migration may still be in-flight but you can start using {App}.  Any work saved to your desktop can be moved in.  Because the migration may still be in-flight, you may need to temporarily reference data in the old system.
  3. Location: Firm Attendance not required
  4. Start Date: 8:30AM
  5. End Date: 9:00AM

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