My 2c on this from running an agency, working for one and now speaking to RevOps every day.
Timeline Reality: Most enterprise migrations take 2-3x longer than initially scoped. It's rarely the technical setup that slows things down. It's data cleanup, getting alignment on definitions, and waiting for decision-makers across departments.
The Resource Question: Partners are great for technical heavy lifting and avoiding common mistakes. But internal resources are non-negotiable for: defining processes, managing stakeholders, and owning the change. You can't outsource organizational buy-in.
What Always Surprises Teams:
Hidden complexity surfaces immediately — Different teams using different definitions for the same thing. Data quality issues you didn't know existed. Integrations that "should be simple" but aren't.
Change management is 80% of the work — The technical migration is the easy part. Getting teams to actually adopt new workflows, trust new reporting, and break old habits? That's where projects succeed or fail.
Perfection kills momentum — Teams that try to migrate everything perfectly upfront take forever and exhaust goodwill. Better to go live with 80%, iterate, and build confidence.
Biggest lesson: Treat it like a transformation project, not a platform swap. The technology is the easy part. The organizational change is what determines success.
What was your actual migration timeline? (not the plan, the reality) - ~4 months
How did you allocate internal resources vs. partner support? I'm a partner, but I’ve seen customers allocating data and operations teams to help with migrations.
What surprised you during implementation? Expectations vs. reality. During the implementation, sometimes the data or the architecture isn’t exactly as expected.
How did you manage change management across departments? Intersection process mapping with all department stakeholders.
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Thanks for sharing Brenner! 4 months is pretty efficient! Love the intersection process mapping approach. How was that structured - were though hands-on workshops or phased out by department?
