Service Detail

Upgrades & Migrations

We approach upgrades and migrations with a risk-controlled, phased, and business-oriented methodology, designed to ensure platform continuity, data integrity, and operational stability.

Upgrades & Migrations

Key Capabilities

  • Migration to Cloud
  • ECM Platform Upgrade
  • ECM Solution Migration

ECM Upgrades & Migrations

Our Approach

Upgrading or migrating enterprise platforms is a critical step in digital transformation. At Planet Group International, we approach upgrades and migrations with a risk-controlled, phased, and business-oriented methodology, designed to ensure platform continuity, data integrity, and operational stability.

  • Risk-controlled upgrades and migrations
  • No in-place experimentation on production
  • Proven methodology across ECM, BPM, and enterprise platforms
  • Business continuity as a core objective
  • Clear governance and decision points

Key principle:

Design and execute every upgrade or migration through controlled iterations, validated dry runs, and clear go/no-go decision points—ensuring that clients maintain full control over risk, timelines, and outcomes.

Our Strategy

We begin with a comprehensive technical and architectural assessment of the existing environment to identify risks, inconsistencies, and improvement opportunities.

Key activities include
  • Storage and data structure assessment
  • Technical architecture health check
  • Platform and version compatibility analysis (OS, database, middleware, application stack)
  • Repository and data consistency validation
  • Review of integrations and dependencies

This phase allows us to stabilize the current platform and define realistic upgrade or migration scenarios.

Build the future state

Based on the assessment, we define a target architecture aligned with business growth, performance, and availability requirements.

Key activities include
  • Target software versions and supported technology stack
  • Infrastructure and high-availability design
  • Data and storage organization strategy
  • Security and integration alignment
  • Capacity and scalability planning

The target architecture serves as the technical reference for all subsequent execution phases.

Upgrade first without business impact

Before any action on live environment, we perform dry-runs. 

This allows us to:
  • Validate upgrade procedures
  • Test data, content, and process integrity
  • Verify integrations and external systems
  • Measure upgrade duration and downtime windows
  • Identify and mitigate issues early

Each dry run concludes with a formal go / no-go decision, ensuring transparency and predictability.

Zero improvisation, full control

Once validated, the upgrade or migration is executed within a controlled downtime window, with all technical and functional teams mobilized.

Key principles:
  • Full backup and rollback readiness
  • Parallel availability of legacy and target environments
  • Step-by-step execution with validation checkpoints
  • Immediate rollback capability if required

Production is only released once all acceptance criteria are met.

Ensure long-term platform reliability

After go-live, we support stabilization activities to ensure:
  • Platform performance and reliability
  • Operational readiness of support teams
  • Documentation and knowledge transfer
  • Continuous optimization recommendations
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