Guide to Monday.com Migration to New Planner

Elena Humeniuk

PPM Consultant

In the current fast-paced business environment, project managers need suitable tools to monitor projects easily. As organizations and their requirements change, the current tools and applications, such as Monday.com, may no longer serve their project management needs. An upgrade is needed. One such alternative is Microsoft’s latest offering, the New Microsoft Planner (commonly referred to as the New Planner). Monday.com migration to New Planner comes with several challenges. Read on to learn more about how to make this migration as smooth as possible.

Why Migrate to Microsoft New Planner?

New MS Planner is a simple task management tool and a complete project management product that brings related professional and advanced features into a single platform. The significant advantages of Microsoft’s New Planner include:

• Integration with Office 365: Several organizations are already using Office 365 for email, document management, and collaboration, so the New MS Planner fits naturally within the existing ecosystem.
• AI Features: New Planner’s next-generation AI functionalities help individuals and teams stay on track.
• Advanced Features: The New Microsoft Planner has extended capabilities, including task prioritization, detailed progress monitoring, and deeper customization. This makes it ideal for handling large and complex projects.
• Cost-Effectiveness: If you already have a Microsoft subscription, you can adopt New MS Planner for a relatively low cost compared to Monday.com.
• Seamless Collaboration: New Planner lets you collaborate in real-time with other Office 365 apps, which ensures project management completely fits into organizational workflow.

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Common Challenges in Migration

There are many advantages of migrating from Monday.com to the New MS Planner, but this migration itself is a complicated task and comes with different challenges mentioned below:

• Data Redundancy: It’s possible to duplicate information during the project data migration, which becomes very confusing following the migration.
• Data Loss Risks: Data loss is a significant risk in migration. If done incorrectly, you might lose important project information such as allocations, assigned resources, or deadlines.
• Manual Process: Manual data export and import is time-consuming and error-prone, mainly if you are working with a lot of data.
• Long Debugging and Correction: When you manually migrate, issues like data mismatch or incomplete transfers could occur. These will lead to downtime for days.

Automating Monday.com Migration to New Planner

Due to the abovementioned challenges, automating Monday.com migration to New​ ​MS Planner​ ​with FluentPro Project Migrator is preferable.

FluentPro Project Migrator is an automated, cloud-based project data migration platform that helps you quickly and easily migrate project management data from one system to another. Using FluentPro Project Migrator, companies can migrate projects between the most popular project management platforms in just a few steps.

Migration from Monday.com to New Microsoft Planner can be done by following four simple steps using FluentPro Project Migrator:

• Connection between Monday.com and the New Planner: First, connect your source platform (Monday.com) and target platform (New Planner). This forms the basis of data transfer.
• Select Source Data: Select if you want to migrate all data from Monday.com or only data related to a few projects. This way, FluentPro Project Migrator enables you to select a granularity level and migrate only the required essential data.
• Object Mapping: Next, map New MS Planner fields with Monday.com. This step is crucial because you will ensure that all your required tasks, including due dates and other essential details, are migrated adequately from the source to the target system.
• Start the Migration: Simply initiate the migration process. Once finished, FluentPro Project Migrator will provide a migration summary so you can review that everything has transferred seamlessly.

The Benefits of Automated Migration

Using a tool such as FluentPro Project Migrator will help reduce the risks and challenges related to manual migration. Key benefits include:

• Error-Free Migration: Automated solutions like Project Migrator automate the whole migration process. This reduces the chance of human errors (e.g. data mismatch etc.) to zero.
• Time-Saving: The migration time gets shortened when the whole process is automated. Teams can quickly shift from Monday.com and the New MS Planner without much downtime.
• Data Integrity: Automated solutions minimize the risks related to data loss. This guarantees that the project’s information and resources are correctly transferred.
• Partial or Full Migration: Using automated solutions, organizations can partially or fully migrate data as per their requirements.

New MS Planner vs Monday.com: A Comparative View

Organizations deciding between the New MS Planner vs Monday.com should think about the features that differentiate one platform from another. Monday.com has a sleek and visually intuitive interface, offering a wide range of 3rd party integrations. On the other hand, integrating the New Planner with the Microsoft ecosystem is powerful. Innovative AI features set it apart from its competitors. It also provides an advanced level of customization that can be adjusted according to enterprise needs. Additionally, a new MS Planner is an excellent option for businesses already using Office 365, as you won’t incur any extra costs to integrate fully.

Conclusion

Migrating from Monday.com to the new Microsoft Planner can strengthen your organization’s project management. The migration process can be quick, efficient, and error-free with tools like FluentPro Project Migrator. To reduce migration risks, migrate to the New Microsoft Planner today.