← All insights

Atlassian migrations · EQ perspective

The Jira migration starts before the data moves

A Data Center to Cloud move needs decisions about scope, apps, access and readiness before production

Explore the thinking
Migration with evidenceReadiness gatesData CenterDataAppsAccessCloudRehearse before cutover
Assess data, apps and access before the Cloud cutover decision
The idea to take forward

Build a migration plan around named decisions, app and user assessments, a tested runbook and explicit acceptance criteria

Which unresolved decision could stop your move to Cloud?

A useful question before the next delivery conversation
Readiness is a joint decisionDataAppsIdentityPeopleReadinessreviewRisks and gapsGoOwners acceptResolveAddress gapsEvidence from every workstream
Readiness across every workstreamBring data, app, identity and people evidence into a shared go or resolve decision
01

Agree the boundary and the reason for change

Agree what the move should enable and what belongs in scope. List the sites, projects, users and supporting tools. Identify overlaps with wider improvement, such as simplifying workflows or consolidating instances. Each change needs a clear purpose and someone authorised to decide it.

Use a decision log from the start. Record the choice, owner, evidence needed and date for resolution. Include the consequence of a late decision. Distinguish a task waiting for delivery from one waiting for agreement, then bring the right people into the discussion.

Put it into practice

Create a scope statement and a decision log before setting the migration date

02

Give every app and integration a route

Inventory the Marketplace apps people actually depend on. For each app, check Cloud availability, the features your teams use and the vendor's supported data migration route. These are separate questions: a Cloud edition may have different capabilities or require additional migration steps. Record whether to migrate, replace, redesign or retire the app.

Treat integrations as their own workstream. Identify the systems connected to Jira, their owners and the processes they support. Agree how authentication, endpoints and access will be checked in Cloud. Give each important connection an acceptance test. An app count or a list of installed tools cannot show whether the business process still works.

Put it into practice

Record the route, owner and acceptance test for each important app or connection

03

Prepare the people and the access model

Atlassian's migration assessments can identify invalid or duplicated user email addresses that block a migration. Run the assessment early enough to resolve issues, then repeat it close to the migration to catch changes. Keep responsibility for remediation clear, especially where decisions depend on an identity or security team.

Review the destination access model with its owners. Consider groups, permissions, administrators and people who need testing access. Agree how users will learn about changes and ask for help. A successful data move still needs people who can reach the right information and understand how to work with it.

Put it into practice

Resolve user assessment findings and agree who approves destination access

04

Use rehearsal to produce evidence

A test migration gives the team a chance to inspect the destination, find issues and understand the steps required for production. Define representative checks before the rehearsal. Include important content, permissions, app data and integrations, then involve people who use the workflows in practice. Record exceptions and who will resolve them.

Use what you learn to improve the runbook and communications plan. Capture timings, prerequisites and manual steps rather than relying on an optimistic estimate. Repeat the checks affected by a change. Rehearsal should leave the readiness review with evidence of what works and a clear account of the risks still open.

Put it into practice

Agree checks and evidence before running the test migration

05

Make readiness a decision and plan the handover

Before production, bring together the scope, test results, unresolved risks and required approvals. Make the decision maker explicit. Agree the change window, user communications, response responsibilities and recovery options appropriate to the chosen migration method. A single green status should not hide an unresolved issue that needs acceptance.

Plan what happens after the move. Name the owners of early support, defect triage, integration checks and user guidance. Separate urgent operational problems from improvements that can enter a planned backlog. The handover should explain what has changed, where the evidence sits and who can make the next decision.

Put it into practice

Publish the readiness decision, support route and ownership of remaining work

Use at your next review

Four questions before you approve the move

  1. 01

    Is the migration scope agreed, with owners for unresolved decisions?

  2. 02

    Does every important app and integration have a tested route?

  3. 03

    Are user assessment issues resolved and destination access approved?

  4. 04

    Does rehearsal evidence support the production decision and handover?

Bring your current estate, outstanding decisions and migration goals to a focused readiness discussion

Discuss this with EQ