Discover and map
Export the estate, inventory policies and dependencies, classify criticality, and map source customers, sites, groups, tags, and policies to the target.
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Move RMM platforms without losing the estate.
Use this vendor-neutral migration workbook to reconcile endpoint identity, policies, dependencies, coexistence, rollback, validation, source removal, and evidence from discovery through closeout.
Pilot with rollback
Choose representative noncritical endpoints, capture baselines, verify core workflows, exercise rollback, and make a documented go, revise, or stop decision.
Control coexistence
Prevent duplicate alerts, tickets, patches, scripts, and reboots while the old and new platforms overlap, then migrate through owned waves and explicit gates.
Retire with evidence
Reconcile every endpoint, retain required records, remove the source agent and credentials, close overlapping licenses, and document residual risk.