A Guide To Managing Mammoth Migrations (Part 1)
How to Modernize Legacy Systems, One (Fig) Branch at a Time
Over the past six months since joining Moonfare, I’ve been deeply immersed in the complexities of private markets, business and product transformation and customer migrations.
This period has been one of intense research, collaboration and reflection —speaking with other leaders who have navigated similar challenges, analysing existing best practices, and dissecting what makes certain approaches succeed while others fall short.
As Moonfare prepares for a transformative year ahead, the stakes couldn’t be higher. We’re embarking on initiatives that will not only simplify our platform’s foundations, but also unlock value-added capabilities designed to grow the business and truly delight our investors.
The scale of these transformation demands is not just technical—it’s deeply operational, requiring a clear strategy, a compelling vision, and a firm commitment to keeping our customers and internal teams at the center of the journey.
In this post, I’ll share the framework I’ve developed for managing customer and operational migrations, blending lessons from my own experience with insights gathered during Moonfare’s evolution. We’ll dive into proven migration strategies, the trade-offs of different approaches, and how to ensure a seamless transition for both customers and the teams who support them.
This post is Part 1 of our migration journey, focused on the technical approaches needed to move from monolithic mammoths to modern, scalable microservices.
In Part 2, we’ll shift gears to explore how to enable the business during and after migrations—including the stakeholder alignment, training, and enablement deliverables that ensure the right experience for everyone involved.
Placing High Stakes On The Table
Customer migration isn’t merely about moving data or users from one system to another—it’s about ensuring continuity of value and service. This makes it one of the riskiest tasks in any major business or product transformation.
When done poorly, migrations can lead to:
Mistrust: Loss of customer trust due to downtime or data issues.
Inefficiency: Operational inefficiencies caused by staff confusion or untrained teams.
Churn: Customer churn or dissatisfaction due to unresolved pain points.
However, when done right, migrations become an opportunity to showcase your excellence through:
Customer Value: Reaffirming your commitment to delivering customer value.
Core Competencies: Deepening engagement by introducing new and improved capabilities for both customers and staff.
Operational Excellence: Setting the stage for operational excellence through better tools and processes.
At Moonfare, we’re using this transformation as a springboard to not only elevate our platform, but also ensure that investors experience unparalleled ease and satisfaction when engaging with us.
A Playbook for Seamless Customer and Operational Migration
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