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Migration plan

Migrate to AWRA OpsHub from generic work tools.

The goal is not to copy your boards into AWRA — it is to replace the boards that were quietly simulating operations with workflows that enforce real logic, while keeping boards for what they are great at: tasks and coordination.

GENERIC WORK TOOLS AWRA OPSHUB

The plan

A phased move, not a leap.

The same five-phase framework works whatever you are coming from. We start with the highest-risk workflow, prove it in parallel, then expand — so operations never stop while you switch.

01

Audit what you have

Inventory the records, integrations, and workflows in use, and pinpoint the one carrying the most operational risk.

02

Prepare the data

Clean and standardize items, vendors, customers, and locations so they import without carrying drift into AWRA.

03

Configure AWRA

Set up roles, locations, approval paths, and the workflows that mirror how your team actually operates.

04

Pilot in parallel

Move one live workflow and run it alongside the old tool to validate accuracy, approvals, and reporting.

05

Cut over & retire

Make AWRA the source of truth, then phase out the old tool once parity and trust are proven.

What moves

Where your generic work tools data lands in AWRA.

A practical map of what comes across and what it becomes once it is part of one connected operating system.

From Generic work tools
In AWRA OpsHub
Inventory boards
Real item records that decrement and reconcile
Purchase & approval boards
Enforced procurement approval paths
Sales tracking boards
Sales and POS tied to stock
Status columns
Real workflow states with an audit trail
Board dashboards
Reporting from actual operational events

Avoid these

Common pitfalls — and how we de-risk them.

The migrations that go smoothly all avoid the same handful of traps when leaving generic work tools.

Recreating boards 1:1

Map each board to real operational logic instead of rebuilding the columns verbatim.

Mixing tasks and records

Separate what stays a task board from what becomes the operational system of record.

Losing board data

Export board contents before migrating so history is not stranded in the old tool.

How long it takes

A realistic timeline.

Most teams move the operational boards in 2–4 weeks and keep work tools for project coordination.

At a glance

Approach
Phased, workflow by workflow
First milestone
Highest-risk workflow live
Operations during switch
Run in parallel — no downtime

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