Migrating data and configurations
Move data and configurations cleanly between SaaS tools.
Solutions
Migrate cleanly. Modernise as you go.
Migrating from legacy on-premises systems or moving between cloud platforms, we deliver fast, low-risk migrations that modernise workflows and maximise tool value. Help Desk Migration handles the data shift, so it isn't the barrier to making the change.
Future-proof your SaaS stack with confidence
Most migrations fail on configuration, not data.
Whether you're migrating from legacy on-premises systems or moving between SaaS platforms, BDQ delivers fast, low-risk migrations that help you modernise workflows, streamline operations and get the most from your chosen tools. Organisations are increasingly moving between SaaS platforms to improve performance, reduce cost or better support users — but without the right expertise, these migrations can disrupt service, lose data or create misaligned configurations. BDQ ensures a smooth transition, whether you're replacing tools, consolidating systems or scaling into a new SaaS environment.
Platforms we deliver on
Our services include
End-to-end migration support.
Setting up target systems
Stand up target systems with best-practice configurations.
Supporting adoption
Drive adoption through training and rollout planning.
Leveraging vendor partnerships
Use our vendor partnerships to ensure both source and target are well understood.
We work across SaaS domains, including:
- ✓ Service Management — ITSM and service-desk platforms.
- ✓ Work Management — Project and work-tracking tools.
- ✓ Test Management — Test-case and quality platforms.
- ✓ Collaboration Platforms — Knowledge, documentation and teamwork tools.
Our SaaS migration & modernisation services
A structured, low-risk path — discovery to optimisation.
Whether you're moving from legacy systems, consolidating multiple platforms or upgrading to a modern cloud environment, BDQ provides a structured, low-risk approach tailored to your organisation's needs. Our services cover every stage of the journey — from discovery to optimisation — ensuring your migration is secure, efficient and delivers lasting value.
01
🔍 Discovery & assessment
We begin by understanding your current systems, data structure, workflows and what success looks like post-migration. This allows us to define the optimal migration path based on complexity, security, integrations and long-term business needs.
- → Identify — Existing pain points and dependencies.
- → Audit — Configuration and custom fields in source systems.
- → Define — Migration goals and performance benchmarks.
- → Evaluate — Fit of the target SaaS platform.
02
🔄 Configuration & planning
With experience across multiple SaaS platforms, BDQ ensures your destination configuration isn't just technically correct — it's tailored to how your teams work. We'll map your journey to the cloud, defining timelines, resource needs and change-management strategies using BDQ's proven Accelerated Implementation Methodology (AIM). BDQ helped PartnerHero migrate with custom setups that kept team independence while boosting enterprise reporting.
- → Roadmap — A customised migration roadmap.
- → Cross-platform mapping — Workflows, permissions and structures mapped between source and target.
- → Vendor support — Support for vendor-specific features and known limitations.
- → Rollout — Tailored user training and rollout planning.
03
🔁 Data migration execution
Using our in-house migration tooling and deep expertise, we handle the end-to-end technical delivery. This includes data transformation, environment configuration, testing and rollout. As an example, we helped Rainforest Alliance move to Cloud without disruption to daily operations.
- → Complex transformations — Support for nested subtasks, custom fields and similar structures.
- → Automation — API-driven and automated migration routines.
- → Trial migrations — Trial migrations and UAT environments.
- → Low-downtime cutovers — Zero or low-downtime cutovers where needed.
04
🔧 Optimisation & modernisation
We don't just lift and shift. BDQ helps modernise your workflows and integrations to fully leverage the capabilities of your new cloud environment.
- → Process improvement — Process improvement and simplification.
- → Enhanced capability — Enhanced reporting, automation and security.
- → Training — Training for users and admins.
Specialised services
Zephyr test-management migrations.
BDQ also specialises in migrating data into Zephyr for Jira Cloud, transitioning from tools such as TestRail or Testray. Whether you're introducing Zephyr for the first time or consolidating tools into Jira, BDQ ensures a structured migration path with minimal disruption to your testing cycles.
Full-entity migration
Test cases, test plans, test cycles and executions.
Structural mapping
Suites to folders, sections to subfolders, with custom fields retained where possible.
API-driven automation
Using internal tooling to handle volumes and format compatibility.
Resolution of mismatches
We address API limitations and configuration issues with targeted re-runs.
Real-world efficiency
In a recent migration from Testray to Zephyr, a large dataset was migrated in roughly four hours.
Download the SaaS Migration Readiness Checklist
Planning a move? Use our SaaS Migration Readiness Checklist to plan your next move with confidence — covering data, configuration, integrations, users and cutover, so nothing gets missed.
Why BDQ
Partner with specialists, not generalists.
Choosing BDQ means partnering with specialists — a team that combines deep technical expertise with a clear, outcome-driven approach. BDQ combines SaaS migration experience with deep domain knowledge across service, work and test management platforms. We're trusted by customers like PartnerHero, Rainforest Alliance and Aurora Commerce to deliver secure, efficient migrations while optimising the platform for long-term value. Our proven track record, transparent delivery methodology and specialist tooling ensure your migration is efficient, informed and future-ready.
Why BDQ
Vendor-neutral, dual-platform, beyond lift-and-shift.
♟️ Vendor-neutral strategy
We're partners with leading SaaS vendors, but always focus on what's best for your teams.
↔️ We know both ends
Our team understands both source and destination platforms, ensuring nothing gets lost in translation.
💫 Beyond lift-and-shift
We go further than data transfer, modernising workflows and driving adoption with training and support.
Case study spotlight
CHC Helicopter: Migration from ServiceNow to HaloITSM
BDQ delivered a smooth transition from ServiceNow to HaloITSM for a major enterprise.
Read the full case study →
Customer success stories
Would I recommend BDQ? For sure! … They provided guidance and direction … I trust them completely.
Cintia Rivera — Senior Knowledge Management & Standardisation Officer, Rainforest Alliance
If you are migrating to Cloud, it is cheaper and quicker to use an experienced Solution Partner like BDQ than to do it internally.
Tom Cahalan — Managing Director, Aurora Commerce
We evaluated some different suppliers but I liked BDQ's approach and the relationship that I had with them.
Rhod Williams — Head of IT, The Wine Society
Trusted by teams worldwide
Common questions
SaaS migration & modernisation — frequently asked.
Can you migrate configurations as well as data?
Yes. We don't just transfer data — we also set up the new system with optimised workflows, permissions and structures, aligned with your goals.
How long does a typical cloud migration take?
It depends on system complexity, data volumes and integration requirements. Some migrations can be completed in weeks; others take longer. We offer fixed-price assessments to scope your needs accurately.
What platforms do you support?
We work with SaaS tools like Atlassian Cloud (Jira, Confluence, Zephyr), Asana, monday.com, HaloITSM and more. We've migrated data and workflows from Server, Data Center and cloud-native tools like monday.com, ServiceNow and more. Each migration is unique — we'll tailor our approach to suit your situation. Contact us to check your specific source/target.
Do you offer user adoption and training?
Yes. We include training and rollout planning as part of our engagements, ensuring your users get the most from the new tool from day one.
What happens to my existing integrations?
We'll review your current architecture and reimplement or replace integrations using cloud-native approaches, ensuring continued data flow and automation post-migration.
Can you handle complex migrations like nested structures or custom fields?
Yes. We've built our own migration tooling to handle challenging data structures, and we tailor each migration to the unique needs of your organisation.
What's the risk of data loss?
Our process includes trial migrations, backups and validation testing. We work closely with your team to verify data integrity before go-live.
Book a 30-min consult
No deck. No sales pitch. Just a useful chat.
Tell us roughly what you’re facing. We’ll come back within one business day with thoughts, references, and a sense of whether we’re a good fit.
- ✓ Free, no obligation
- ✓ Direct line to a senior consultant
- ✓ Honest assessment — we’ll say no if it’s not a fit