Source data quality is poor
Profile and clean data before mapping is finalized.
6 phases · 18 tasks
CRM migration project plan
A vendor-neutral CRM migration starting point for auditing data, mapping fields, testing, training, cutover, and stabilization.
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| Phase | Task | Duration | Type |
|---|---|---|---|
| Audit | Confirm migration scope | 2 days | Task |
| Audit | Inventory data and integrations | 4 days | Task |
| Audit | Identify data owners | 2 days | Task |
| Cleanup and mapping | Define the target data model | 3 days | Task |
| Cleanup and mapping | Clean and deduplicate records | 6 days | Task |
| Cleanup and mapping | Approve field mappings | — | Milestone |
| Configuration | Configure roles and permissions | 3 days | Task |
| Configuration | Configure workflows and fields | 5 days | Task |
| Configuration | Prepare integration changes | 4 days | Task |
| Test migration | Create a migration rehearsal | 3 days | Task |
| Test migration | Run the test migration | 2 days | Task |
| Test migration | Reconcile counts and samples | 3 days | Task |
| UAT and training | Run representative user tests | 4 days | Task |
| UAT and training | Prepare user guidance | 3 days | Task |
| UAT and training | Approve cutover readiness | — | Milestone |
| Cutover and stabilization | Back up the source and freeze changes | 1 days | Task |
| Cutover and stabilization | Run production migration | 2 days | Task |
| Cutover and stabilization | Monitor and resolve exceptions | 5 days | Task |
What this plan includes
The plan moves through audit, cleanup and mapping, configuration, test migration, uat and training, cutover and stabilization. Durations are working-day estimates and dependencies keep downstream dates aligned.
How to customize it
- Open the preset and enter your start and target dates.
- Delete tasks that do not apply and add work specific to your organization.
- Assign owners, check dependencies, and adjust durations with the people doing the work.
- Download a backup before moving browsers. Use CSV or print when you need to share the plan.
Implementation tips
- Migrate only data with a defined use.
- Rehearse with production-shaped data.
- Document ownership for every exception queue.
Common starter risks
Records are lost or duplicated
Reconcile totals and sampled records after every rehearsal.
Users are not ready
Train with realistic workflows and name floor support for cutover.
Integrations fail after cutover
Test every sending and receiving system during rehearsal.
Sources and methodology
This preset is a starting point, not professional advice. It was last reviewed on . See how schedules are calculated.