How to avoid the top Jira migration mistakes

As a consultant, I’ve seen a lot of different Jira configurations and helped plan many migrations, merges, and moves. Sometimes the effort is small, like moving a Jira project from one application to another. Other times it’s porting an entire application to a different hosting environment or combining multiple large instances together. Regardless of the scope or effort, organizations often make two big mistakes. They are:

Lack of Preparation

The most common mistake is poor planning. A migration is rarely a quick and easy activity. It requires many hours of discovery, multiple dry runs, and testing.

Organizations often rush to complete the effort without performing enough pre-migration analysis. They don’t take the necessary time for due diligence. When proper analysis isn’t done, impactful setting differences are missed, data is mistakenly omitted, and Jira doesn’t function the way users expect.

Examples

  • When security and permission settings aren’t handled properly, users don’t see data they expect.
  • If email settings aren’t considered, end users may receive more or fewer notifications than expected.
  • If data from third-party apps isn’t migrated, users won’t see information and functionality they are used to.

Remedy

There’s no substitute for a proper upfront analysis and verification before the final event. You need to understand the application configuration intimately, clean up unneeded schemes and settings, archive projects and issues you no longer need, and make sure the application is healthy before migrating any data.

You need to thoroughly test the migration results in a staging application, often multiple times, until everything is perfect.

Lack of Communication

The second most common mistake is poor communication with stakeholders. Before you even start the project, you need to identify the many types of impacted users, how they will be impacted, and what kind of participation is expected from each. The migration effort should never be a surprise to anyone!

Examples

  • The Finance Department wasn’t informed of the migration and had to shuffle money around when license fees increased.
  • Not all data was migrated and the Help Desk team was bombarded with user trouble reports.
  • A Developer logged in to find Jira was not connected to critical build tools.
  • The Compliance Team failed an audit because settings in the new application conflicted with company policy.

Remedy

Just like with any large company strategic initiative, Migration Team members need to a good job communicating and managing expectations. Overcommunicate at each step. At a minimum, users need to verify that their data is as expected in the staging and production environments. Involve users early and often.

To avoid these common mistakes and others, download my free 180 page book, The Ultimate Guide to Jira Migrations: How to migrate from Jira Server to Data Center or Cloud.


Migration Help
Need help migrating or consolidating your Atlassian products? Complete the form below and we'll get right back to you.
Are you migrating to a different deployment type, changing hosting environments, or merging applications?

Watch “Top JIRA Administration Mistakes”

Rachel Wright, author of the JIRA Strategy Admin Workbook has delivered her “Top JIRA Administration Mistakes” presentation in 15 cities and more are on the way.  Rachel says “The absolute highlight of the tour so far was speaking about JIRA at the Atlassian office in Austin!”  That’s a bucket list item that will be hard to top.

Rachel’s presentation approach is different. Instead of boring slides and data points, she uses a conversational style to share real mistakes and examples of scenarios to avoid in JIRA.  Additionally, the audience picks the topics they want to explore!  That means each presentation is different. Take a look!

Sample Presentation Video

Watch Video

Want more?
The JIRA Strategy Admin Workbook contains:  152 recommendations to help you set up, clean up, and maintain JIRA, 50 worksheets to help you establish and streamline vital processes, and 33 real examples of problems to avoid.


Get the JIRA Strategy Admin Workbook!

Join Rachel on the Strategy for JIRA Tour or book your event.