CRM Migration Matrix™

Move your CRM, not your chaos.

A CRM‑focused readiness assessment that inventories objects and integrations, maps data architecture, flags risks, and delivers a phased migration plan with governance.

Outcomes:

• Clean architecture from day one: objects, relationships, permissions designed on purpose.
• Fewer surprises: integration, dedupe, and consent surfaced early.
• Adoption‑ready: roles, views, and handoffs mapped to real user needs.
• Attribution intact: marketing → sales → revenue continuity planned.

Who It's For:

• RevOps, IT, and Marketing Ops leaders planning CRM platform change or consolidation.

What's Included:

• Legacy CRM Inventory: standard & custom objects, fields, automations, validation rules.
• Relational Data Design: Entity Relationship Diagram (ERD), field dictionary, ownership rules.
• Hygiene & Dedupe Plan: scoring, golden‑record logic, merge rules.
• Integration Map: marketing, product, finance, warehouse, consent sync.
• Risk Register: users, data, process, and compliance.
• Phased Migration Plan: pilots, cutover criteria, rollback, training, change management.
• Governance Starter Kit: naming, change control, access policies.

Process:

1. Discovery — stakeholders, goals, constraints.
2. Inventory & Mapping — exports + interviews.
3. Risk & Governance Review — issues and mitigation.
4. Plan & Readout — phased approach, change‑management plan, handoff.

Deliverables:

• Assessment Deck
• Object & Field Dictionary
• Risk Register + Mitigations
• Phased Migration Plan
• Governance Starter Kit

*No migration work performed. **Partial sample below