{"id":1493,"date":"2020-07-16T18:32:14","date_gmt":"2020-07-16T22:32:14","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/migrating-to-low-code-automation-platform\/"},"modified":"2026-09-30T07:46:29","modified_gmt":"2026-09-30T11:46:29","slug":"migrating-to-low-code-automation-platform","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/migrating-to-low-code-automation-platform\/","title":{"rendered":"3 Tips for Migrating to a Low-Code Automation Platform"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">You\u2019ve decided to migrate from your existing automation platform to another that\u2019s more accessible, flexible, and powerful.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The new platform will transform how your organization performs key business processes, from <a href=\"https:\/\/blog2workato.wpengine.com\/onboarding-automation-guide\/\" target=\"_blank\" rel=\"noreferrer noopener\">employee onboarding<\/a> to <a href=\"https:\/\/blog2workato.wpengine.com\/lead-routing\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead routing<\/a> to <a aria-label=\"undefined (opens in a new tab)\" href=\"https:\/\/www.workato.com\/solutions\/quotetocash?utm_source=blog\" target=\"_blank\" rel=\"noreferrer noopener\">quote to cash<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There\u2019s just one obstacle that\u2019s preventing you from modernizing your business processes: transitioning to the new automation platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are 3 tips that can help your organization make this transition a success.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/blog2workato.wpengine.com\/why-hubspot-migrated-to-workato\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>How Hubspot migrated to Workato<\/em><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>1. Decide on your migration approach<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There are 2 types of approaches to consider:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Lift and shift: You move your existing workflow automations to the new platform.<\/li><li>Modernize: You replace your workflow automations with ones in your new automation platform.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In most cases, you\u2019ll need to use the modernize approach. It may sound intimidating, but with a modern, low-code automation platform, the process is easy.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. Establish a migration team<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll need a team to make this migration go smoothly. You can structure yours by including process owners, testers, implementers, and an executive sponsor. Let\u2019s break down each:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Process owners<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">These are the colleagues who own the <a href=\"https:\/\/blog2workato.wpengine.com\/what-marketing-automation-means-today\/\" target=\"_blank\" rel=\"noreferrer noopener\">marketing automations<\/a>, finance automations, HR automations, etc. that you need to migrate. You need these colleagues fully aware of and bought into the migration in order for it to be successful.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pro tip: If a cross-functional partner isn\u2019t sure about migrating their workflows, explore the pain points they currently experience (like cost or level of manual work) and how the new platform can resolve or mitigate them.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>User testing<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Stripping out an existing workflow that serves a critical business function (e.g. lead routing) and replacing it with one that doesn\u2019t work can be detrimental to your business and hurt your project\u2019s credibility.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure every migration works properly, you should dedicate someone in a function like business technology to test it out before taking it live. You might even want to test them yourself just to double check.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Implementation team<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This team is involved in rebuilding the workflow automations on the new platform.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Since the new platform is low code, you should include the process owners in this team\u2014after all, they know how their processes work as well as anyone.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Executive sponsor<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Migrating automations requires some investment up-front, both in time and money. If you can convince an executive sponsor that the migration brings significant value to each of your workflows, they\u2019ll not only get on board but also help you finance the project.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. Prioritize your migrations&nbsp;<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Assign a level of business priority to each workflow. You can then focus on migrating the most important ones first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here are just some examples of when you should prioritize certain migrations and modernize them:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Employee onboarding<\/strong>: Your company is growing quickly, and you need to bring on hundreds of new employees within the next year.<\/li><li><strong>Accounts payable<\/strong>: Your organization works with hundreds of vendors, and the process of paying them is still largely manual and time consuming with the existing automation platform.<\/li><li><strong>Customer support<\/strong>: Your automation platform can\u2019t support the team\u2019s new processes around managing tickets.<\/li><\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To help guide your prioritization, try factoring in metrics that each migration impacts. These can include time savings, sales, employee experience, etc. If it\u2019s clear that a migration influences multiple important metrics, or can influence one by a significant amount, it may be a sign that it\u2019s worth prioritizing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now that you have these 3 tips in mind, you should feel confident about transitioning to your new automation platform!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Ready to migrate? Learn how Workato lets you build automations <\/strong><a href=\"https:\/\/resources.workato.com\/go-live-times\/?utm_source=blog\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\"><strong>10X faster than traditional platforms<\/strong><\/a><strong> and without any code by <\/strong><a href=\"https:\/\/www.workato.com\/users\/request_demo?utm_source=blog\" target=\"_blank\" aria-label=\"undefined (opens in a new tab)\" rel=\"noreferrer noopener\"><strong>scheduling a demo<\/strong><\/a><strong> with one of our automation experts.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You\u2019ve decided to migrate from your existing automation platform to another that\u2019s more accessible, flexible, and powerful. The new platform will transform how your organization performs key business processes, from employee onboarding to lead routing to quote to cash. There\u2019s just one obstacle that\u2019s preventing you from modernizing your business processes: transitioning to the new [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12049,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-1493","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>3 Tips for Migrating to a Low-Code Automation Platform - Workato<\/title>\n<meta name=\"description\" content=\"Ready to migrate to a low-code automation platform? Here are 3 thing you&#039;ll need to do to make the transition a success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/migrating-to-low-code-automation-platform\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Tips for Migrating to a Low-Code Automation Platform - Workato\" \/>\n<meta property=\"og:description\" content=\"Ready to migrate to a low-code automation platform? 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