Once your team has established alignment on high-level areas like business processes, roles, and responsibilities, it’s time to dive into the next critical stage of Discovery: integrations and migrations.
At OrangeDot, we often say, 80% of the work happens before implementation. This principle rings especially true when planning for integrations and migrations. There is much to think through when you’re bringing data over from a legacy system into monday.com - the goal should always be to make your day-to-day operations easier, not more complicated.
Preserving the integrity of your data during these processes is essential. Whether you're syncing data across platforms or migrating it from legacy systems to monday.com, the process can be delicate and complex. The complexity grows with a more intricate tech stack, making it invaluable to work with a knowledgeable monday.com partner like OrangeDot. Our team helps you navigate these challenges to ensure a smooth and successful transition.
System integrations are the process of syncing one system to another system so data flows seamlessly from one platform to the other. Data migration is moving data from one system to another. Think of data migrations as moving your office space to a completely new building - whereas with system integrations, you are building a bridge between two existing buildings to allow for two-way traffic to move back and forth.
Now that you’re up to speed, our team of experts have shared a few sample questions we use regularly to help you prepare for this phase of the Discovery process - let’s take a look:
These questions are meant to be a starting point - when it comes to integrations and migrations, there is a lot more to cover, and it’s important for you to look at this part of the process from many angles: goals, timeline, team roles and user access, budget, planning vs execution, etc.
Because these processes can quickly become complex, partnering with a monday.com consultant like OrangeDot ensures your Discovery phase remains structured and accountable. With an objective expert by your side, your team can focus on what matters most, with less stress and uncertainty.
In our next installment of this series, we will focus on requirement gathering and approvals–key components of the Discovery process that help define what needs to be done, by whom, and why. Stay tuned!
At OrangeDot, we specialize in crafting smart Discovery plans and facilitating team sessions to assess where your business stands and where you aim to go. Building this alignment is essential for a successful monday.com implementation! Reach out to us today for a free consultation: Contact Us.
