Migrating Your Freshservice Environment to Leverage Workspaces
Transitioning your Freshservice environment to utilize workspaces presents a strategic undertaking. To fully realize the potential benefits (detailed here), meticulous planning and preparation are crucial. Synerity's proven track record of successful migrations, facilitated by our strategic approach and proprietary Migration Tool, ensures a smooth transition for our clients.
Pre-Migration Considerations
For each newly established workspace, a comprehensive analysis of the migrating group is essential. This analysis should encompass, but is not limited to:
• Automation Impact Assessment: Identifying and addressing potential disruptions to existing automation workflows.
• Reporting Adjustments: Ensuring reports accurately reflect data post-migration.
• Ticket View Optimization: Defining the optimal presentation of tickets within the new workspace.
Ticket Migration Considerations
Freshservice offers native functionality for ticket migration, but this is only available for environments with workspace capabilities. This manual process is limited to bulk updates of 30/100 tickets at a time.
Synerity's Migration Tool streamlines the migration process. Our intelligent tool enables targeted filtering and migration of tickets to your designated workspace. An additional limitation of Freshservice's native functionality is its inability to recreate values within custom fields. Synerity's Migration Tool addresses this limitation, ensuring the seamless transfer and preservation of custom field data.
The Synerity Advantage
Our clients have leveraged our specialized expertise to achieve cost-effective migrations through collaborative partnerships. To gain a deeper understanding of the value proposition associated with migration, we encourage you to explore this informative blog post. Alternatively, you can submit a support ticket (Create a Ticket) and we will promptly address your inquiry.
Key Takeaways
• Successful workspace migration necessitates meticulous planning and preparation.
• Synerity's Migration Tool automates the migration process, safeguarding data integrity.
• Our comprehensive solution fosters time and cost efficiencies for your organization.