Migration: Steps to the new Social (FAQ)

For organisations moving from the legacy Workspace social intranet to Suite Social, there is a fixed migration process. This process helps you make the step from old to new. This article explains more about it and contains the following sections:

• Digital tour: Click through the new Social yourself!
• Migration: Steps to the new Social
• Practical example new Social
• Webinar: how to make your organisation migration-proof
• Basic vs paid Pro migration
• FAQ
  • What does the upgrade to the new Social cost?
  • What do I need to have arranged in advance?
  • Who do I need and how much time does it take?
  • When could we start?
  • How do I sign up for the migration?
  • How can I clean up content in advance to migrate faster Umbraco CMS > New CMS?

Digital tour: Click through the new Social yourself!  

Pictures are nice, but even better is to click through the new Social yourself. Through our digital tours you can click through Social (front end), Knowledge (CMS), and Management (environment management): 

• Social - Digital tour
• Knowledge - Digital tour
• Management - Digital tour

Tip: these digital tours are publicly accessible and can therefore also be shared internally with colleagues without a Zendesk account! Curious about an overview of the main differences between old and new? See: Social: Main improvements and new functionalities

Migration: Steps to the new Social 

We have a fixed step-by-step plan to manage the migrations smoothly:

Practical example new Embrace Social 

By now, an increasing number of organisations have made the step from old to new based on the above step-by-step plan. Curious about a practical example? Read on the user group how Waterschap Zuiderzeeland did this (and what it looks like): https://gebruikersgroep.embracecloud.nl/social/dashboard/nieuws/Nieuwsdetail/klantcase-waterschap-zuiderzeeland 

Webinar: How to make your organisation migration-proof

Basic vs paid Pro migration

There are two options to make the step from the old Workspace to the new Social. The free basic migration, and the paid Pro migration. To be flexible with your situation, we offer both migration paths. Below you can read the primary differences between the two options.

The basic migration is based on a standard process. Performed by our migration team, with e-learnings and webinars. Here you are fully dependent on the availability of the migration team. The scope is "as-is", we transfer your environment 1 to 1, but do not take you along in the new possibilities of the new Embrace Social. You are therefore responsible yourself for exploring and applying the new possibilities. 

After carrying out 75+ migrations, we have collected feedback from our customers. Not every organisation is the same and has different wishes and needs. Experience shows that it is possible to get from A to B with the basic migration, but perhaps not with the attention and speed you are used to from Embrace. Customers indicated a need for more (personal) attention, availability and project management from Embrace. For this reason, we introduce the paid Pro migration, as a supplement to the free process. 

In the Pro variant, we approach it more project-based, including a signed project plan and discharge. The difference is in the way we collaborate, the degree of guidance and the room for optimisation. We offer more individual attention with customer-specific training and more availability of a consultant. More customisation and speed. If you want to be sure that the project is well managed, choose the paid Pro variant. This way we ensure together an efficient transition and optimal use of all new functionalities. 

The differences at a glance: 

Choose:

• Basic if:
  • You have internal capacity to manage the project yourself
  • You are flexible in planning
  • You can work independently with e-learnings and webinars
  • You want to get from A to B based on "good faith" without formal documentation
  • You have relatively few users or a less complex environment (without many integrations or add-ons like Multi-Label)
  • You have no budget available for further development of the social intranet
  • An "as-is" transfer is sufficient, and there is no immediate need for improvement or further development of the intranet 
    
     
• Pro if:
  • You want to be fully relieved and complete the migration as quickly/efficiently as possible
  • You want to carry out the migration quickly, tightly planned and with guidance
  • You want a clear project plan and signed evaluation (with shared responsibility)
  • You want personal and individual training fully tailored to your customer situation
  • You have many users or a complex environment (with many integrations or add-ons like Multi-Label)
  • You have budget available for further development of the social intranet
  • You want to get the most out of the new Social, and use new functionalities such as Workflows, Smartlabels and the Portals builder (see overview of new functionalities) 

FAQ

What does the upgrade to the new Social cost?

There is a free and paid version available. Contact your account manager about the costs. It will also cost you some internal capacity and planning, see the following questions for this.

In addition, the new Social contains many new functionalities and possibilities to serve your users even better. To get the most out of this, we always advise taking additional consultancy support - especially for more complex/large organisations, or if you have less capacity available yourself. This is not mandatory. 

What do I need to have arranged in advance?

✅ Your environment is included in the automatic updates (Unibranch)
Your environment must be running on the latest version. Are you already participating in the Unibranch updates? If yes, you don’t have to do anything. If not, sign up via: Updates - Embrace Unibranch

✅ You have signed the new data processing agreement 
To keep a technical story short: Microsoft Azure Blobstorage and Elasticsearch must be activated on your environment. Azure Blobstorage is a faster way of data storage in the Microsoft Cloud. This allows you to count on better support for larger files, such as video. Elasticsearch is a modern, faster SaaS search engine. Because these are new sub-processors, we conclude a new data processing agreement with you. If you haven’t signed this yet, you can do so here. Do you have questions? Ask them via contracten@embracecloud.nl 

✅ You have cleaned up your Umbraco CMS content and prepared it for the new CMS
 

This is not mandatory and can of course also be done during the migration process, but it is advisable to clean up your content as much as possible in advance. Click here for more information. 

Who do I need and how much time does it take? 

This differs per organisation, it does not have to take much time. Also discuss this with your Embrace account manager. You will need the following people at least: 

• Content: on average 1 to 2 working day(s) per week during the process until approximately 2 weeks after go-live
• Communication: maximum 1 working day - this is only the communication around go-live
• Technical: maximum 1 working day 

For specific actions for the different working groups, see the User Group: https://gebruikersgroep.embracecloud.nl/social/groups/U29jaWFsR3JvdXA6OWQxMmI0ZjgtOWYzNy00MDk5LWI3YWUtNjNhNTE4MDhmYTA5/pages 

What do the actions look like per working group?
-> Migration group ICT 
-> Migration group Content
-> Migration group Communication

 

I want to get started! When and how can we start?

The duration of the process is a maximum of 6 weeks. It is up to you when you can start this process. Send an email to your account manager and we will schedule the migration (provided your environment is technically ready for this)! If you don’t know who this is, send an email to binnendienst@embracecloud.nl 

How can I clean up content in advance to migrate faster from Umbraco > New CMS?