Preparing to migrate from QuickHelp to BrainStorm? This checklist can help track your progress to have the most successful migration.
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Determine Migration Tool options that will be utilized | ☐ |
Utilize Migration tool to initiate your BrainStorm account | ☐ |
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Log into BrainStorm once you receive an email stating your account is created | ☐ |
Complete admin training – “Manage Your BrainStorm Platform” | ☐ |
Provide Account Administration roles to technical configuration team | ☐ |
Create an Account Administrator group for training | ☐ |
Request additional packs (if applicable) | ☐ |
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Add Trusted Sites | ☐ |
Add Direct Send (if applicable) | ☐ |
Add Whitelisting | ☐ |
Configure SSO | ☐ |
Add/check Company Logo (Needs to be 1X1) | ☐ |
Configure Microsoft Graph Integration (if applicable) | ☐ |
Configure Google Graph Integration (if applicable) | ☐ |
Add Users through Graph or CSV | ☐ |
Enable other applicable integrations
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Upload Custom Content (this may already be complete by the Migration Tool) | ☐ |
Label and put Custom Content into relevant Packs | ☐ |
Select Flows to highlight at launch based on goals and objectives | ☐ |
Build or customize relevant Flows | ☐ |
Create Groups and assign licenses | ☐ |
Prioritize Flows to Groups | ☐ |
Prepare a list of replacement links for transition (and location of where the links live in your ecosystem) | ☐ |
Test end-user experience with the Admin Group | ☐ |
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Prior to Launch |
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Pull QuickHelp reports | ☐ |
Notify BrainStorm of launch/sunset date | ☐ |
Launch Day |
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Update priority on Content | ☐ |
Schedule BrainStorm email for following day | ☐ |
Set reminder for Auto-Start Flows (one to two weeks post launch) | ☐ |
Replace links to QuickHelp with BrainStorm links | ☐ |
Post Launch |
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Enable BrainStorm Teams app (if applicable) | ☐ |
Enable the notify step for Automated Groups | ☐ |
Begin preparing your next initiative/campaign | ☐ |