Inventory the current state
List platforms, data sources, identifiers, journeys, templates, integrations, reports, consent rules and owners.
MarTech migration
MarTech platform migration checklist: map the operating model, not just the content.
A successful migration preserves customer outcomes while changing the underlying technology. The safest path is to map data, journeys, consent, templates, reporting and operational ownership before rebuilding anything.
Practical checklist
Use these checkpoints to turn the topic into an implementation plan that can be reviewed by both technical and lifecycle teams.
Map the data model
Create a field-level mapping and identify missing, transformed or deprecated fields before build begins.
Map journey parity
Document entry rules, decision branches, timing, channels, suppression and exits so the target journey can be tested against the original intent.
Rebuild content and templates
Separate reusable modules from one-off content and record personalization dependencies.
Plan QA and cutover
Use staged validation, parallel checks where practical, clear rollback criteria and an explicit production handoff.
Protect deliverability
Treat domains, authentication, sending patterns, suppression and reputation as migration workstreams, not post-launch tasks.
How HISOLIT applies the framework
HISOLIT connects strategy, architecture, implementation, QA and ongoing operations so the work can move from design to production without losing context between teams.
Related commercial pages
Braze consulting · Braze implementation · Braze migration · Case studies
Use the guide with primary documentation
For product-specific behavior or limits, validate the implementation against the platform vendor's current documentation before production changes.
Turn the checklist into a delivery plan.
Share the current platform, target state and the main implementation risk.