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Complete RFP Software Migration Checklist (2026)

By Easy RFP Team · Last reviewed: 2026-05-08

TL;DR. A complete RFP-software migration covers 5 phases and 47 checklist items: pre-migration planning (8 items), data preparation (12 items), import & configuration (10 items), training & parallel-run (9 items), and post-cutover validation (8 items). Use this as a vendor-neutral master list — apply to any migration.

Phase 1: Pre-migration planning (8 items)

Phase 2: Data preparation (12 items)

Phase 3: Import & configuration (10 items)

Phase 4: Training & parallel-run (9 items)

Phase 5: Post-cutover validation (8 items)

Sources

CTA

Download checklist as PDF or book a migration consult.