u/crowcanyonsoftware

What I’ve learned is most issues don’t come from the migration itself, but from hidden complexity in the old setup.

A few things that helped:

• mapping everything first (fields, logic, dependencies) before touching anything
• moving in phases instead of all at once
• testing small pieces early instead of one big rollout
• keeping things as simple as possible in the new setup

Curious, if you’ve migrated something like Nintex or InfoPath before, what surprised you the most during the process?

We’re in the middle of it and trying to keep things clean without rebuilding the same complexity.

Each ticket has multiple fields, attachments, and role-based edits, and teams rely on exports for reporting. We also want smarter notifications based on what’s selected.

So far we’re focusing on:

• mapping statuses upfront
• setting clear role-based field access
• keeping notifications conditional but simple
• not overcomplicating reporting

Curious, what worked (or didn’t) for you, especially around permissions, notifications, and reporting during the move.

Has anyone else noticed this after fixing their workflows?

I’ve been seeing a big difference lately once workflows are actually set up properly. Instead of digging through emails or losing track of requests, things just move, requests get routed, tracked, and handled without all the back-and-forth.

For us, the biggest improvement came when we stopped using a generic setup and adjusted things to match how the team actually works day to day. Made everything a lot easier to manage.

Curious if others have had the same experience, or is it still a bit messy on your side?