Atlassian, Data Center to Cloud · September 2026 · 3 min
Do the estate audit before the migration plan
The tooling is not the hard part of a Data Center to Cloud move. The hard part is that nobody knows what is in the instance, and the assessment that would tell them is done by hand by the most senior people.
/ How it runs
- Jira and Confluence exports, read only
- Marketplace app list
- Script registry
- Usage: last update, issue counts
- Rate each item: duplicate, unused, migratable, blocker
- Keep the rule that fired and a confidence score
- Low confidence goes to a reviewer
- Consultant accepts, edits or rejects
- Traffic-light inventory of the whole estate
- Phased backlog in Jira Cloud
- Assessment report in Confluence
What people say about it
Read a few migration threads on the Atlassian forums or r/jira and you notice nobody complains about the move itself. They complain about what they found when they looked: hundreds of custom fields nobody owns, workflows with ten years of post functions stacked up, ScriptRunner scripts holding half the business logic. One admin inherited 932 custom fields after a spin-out and needed almost none of them.
A consultant who said he had done about fifty of these put the technical move at 30 percent of the work. The rest is cleanup and decisions. That matches what we have seen.
Where the time goes
The assessment. Clients remember the spreadsheet a partner gave them: every app, workflow and script with a traffic light for effort. It turned an unknown into a plan. Producing it is slow, repetitive, and done by senior people, so it competes with billable work.
What we would build
A crawler with read-only access pulls the configuration. A classifier tags every item as duplicate, unused, migratable or blocker, and records the rule it used and how sure it was. A consultant reviews the list and accepts, edits or rejects each line. Accepted lines become a phased backlog in Jira Cloud and a report in Confluence.
Fields and apps first, because they are clean exports and because apps are where timelines break. An app that exists on Cloud but lacks one feature a team uses every day is the finding that adds two months. You only catch it early with usage data next to the app list.
Nothing writes to Cloud until a person approves. Duplicate fields the migration assistant creates get flagged, not deleted, because somewhere a dashboard depends on one. It would not estimate effort, read inside scripts, or set the phase order. Those come after it has been checked against a couple of finished migrations.
/ More notes
Draft the synthesis, with the quotes attached
An assessment ends with someone turning a pile of transcripts into findings and a roadmap. It is the valuable part, and it gets done at night by one person because there is never time for it.
- Transcripts from Otter, Fireflies or Whisper
- Interview notes and questionnaires
- The firm's codebook
- Pass one: verbatim quotes with speaker and time
- Pass two: themes that cite quote IDs only
- Count participants per theme
- Reviewer accepts, edits or rejects
- Findings with a confidence line
- Every claim traceable to who said it
- A draft roadmap
Get the real process out of the discovery calls
The documented process is the ideal. The real one lives in Excel, Outlook and one person's head. A week of discovery calls holds all of it, if someone has time to pull it out before the report is due.
- Call recordings and transcripts
- Discovery notes
- The agency's scoring rubric
- Extract steps, handoffs, systems and exceptions
- Draw the swimlane: a lane per role, a box per task, a diamond per decision
- Mark what was said against what an operator confirmed
- Score each finding with the rubric line and the segment
- Swimlanes an executive reads in one look
- Exception and workaround list
- Scored findings report, cited to the calls
Have a workflow like this one?
Thirty minutes. We map where it is stuck and what a first build looks like.
Book a free AI audit