From spreadsheets to platform workflows: a migration playbook

Start by mapping existing school processes before importing data. Migration succeeds when you standardize workflow ownership first.

Prioritize modules with high operational pain: admissions, attendance, and fee collection. Move low-risk workflows first to build confidence.

Create a short transition calendar with controlled dual-run periods, then define cutover dates per function.

Finally, measure adoption by role and close workflow gaps weekly during the first 30 days.