Migration Information

• Migration Process for Legacy Clients
• Roles in Migration Process

Migration Process for Legacy Clients

Underlined, bold, & italicized steps are automated. All others are manual steps.

1. Client Requests to migrate to Rubex from CSM/CAE

2. CSM/CAE creates amendment/renewal that includes migration from their legacy product to Rubex

3. CSM/CAE close wins an opportunity to migrate to Rubex.

4. A migration order is created on the client's account

5. The client shows on the Professional Services team "to be migrated" report

6. PS team starts testing the migration

7. Upon complete and successful test, the Account Owner receives an automated chatter in SFDC informing them of the completed test and prompts to set up a migration date with client

8. EFCO Client: On the migration order, the Account Owner (usually CAE) enters a date into the "Scheduled Date" field and informs the client of that date. Usually, no coordination is necessary as the migration is done in the background without the client present.

9. Growth CAE Manager will follow up with their team regarding scheduling EFCO migrations

10. Desktop/RPC Client: Professional Services team coordinates with the client for a migration date. They enter that date into the "Scheduled Date" field

11. Revenue Operations see the scheduled date on their "daily task" dashboard and provisions a Rubex account

12. Client receives an email to set up their Rubex password from the Hub

13. Professional Services team starts the migration process per the scheduled date/time

14. Professional Services team informs the CAE/CSM and client of the completed migration

Roles in Migration Process

Professional Services

• Monitor clients that have a migration on a renewal or amendment via Salesforce reporting
• Test migrations
• Report any failed migrations
• Schedule and record Desktop and Rubex Private Cloud migrations on the client Migration Order, as they need to be in person with the client
• Perform all Legacy product migrations (EFCO, Desktop, SecureDrawer, Rubex Private Cloud)

Growth CAE Team (will handle the bulk of Legacy Migrations)

• Speak with Legacy clients regarding migration
• Schedule and record all EFCO migrations on the client's Migration Order
• Use the Migration Dashboard to ensure all migration clients have a scheduled date
• Problem solve issues around migration
  

Strategic CSM Team

• Speak with Legacy clients regarding migration
• Schedule and record all EFCO migrations on the client's Migration Order
• Use the Migration Dashboard to ensure all migration clients have a scheduled date
• Problem solve issues around migration

Revenue Team

• Monitor SFDC reporting for clients with a scheduled migration date
• Provision a Rubex account for those clients with a scheduled migration date