How to Migrate from Celigo to Ceven
Celigo is an integration platform that connects business systems and automates cross-departmental workflows. It is designed to streamline operations by integrating various applications and automating tasks across different departments.
Ceven is an AI workflow automation platform that connects to 1,000+ tools, runs end-to-end workflows on a schedule with AI steps and human-approval gates, and can build & host no-code pages/apps. This guide will help you migrate your workflows from Celigo to Ceven, ensuring a smooth and efficient transition.
Migrate from Celigo to Ceven in 7 steps
Inventory Your Workflows
Start by listing all the workflows you have in Celigo. Group them by outcome rather than by tool. This will help you identify the key processes you need to rebuild in Ceven. Focus on what each workflow achieves, not how it does it.
Connect Your Apps in Ceven
Begin by connecting the same apps in Ceven that you have connected in Celigo. Ceven supports a wide range of integrations, making it easy to replicate your existing setup. Ensure all necessary apps are connected and authorized.
Rebuild Your Workflows in Ceven
Instead of recreating each workflow one-for-one, describe the outcomes you want to achieve in Ceven. Use Ceven's AI steps and human-approval gates to enhance and automate your workflows. This is an opportunity to consolidate and improve your processes.
Add AI Steps and Approval Gates
Leverage Ceven's AI capabilities to add intelligent steps to your workflows. Use human-approval gates where Celigo's workflows were brittle or prone to errors. This will make your automations more robust and reliable.
Validate in Parallel
Run both Celigo and Ceven in parallel using real data. Ensure that the workflows in Ceven produce the same or better results. This step is crucial to validate the accuracy and reliability of your new setup before fully switching over.
Schedule and Cut Over
Once you are confident that Ceven is handling your workflows correctly, schedule a cutover. Ensure that all stakeholders are informed and that there is a rollback plan in case of any issues. Make the switch during a low-activity period to minimize disruption.
Monitor and Optimize
After the cutover, monitor the workflows in Ceven closely. Look for any discrepancies or areas for improvement. Use Ceven's analytics and reporting features to optimize your workflows over time.
Why teams switch from Celigo to Ceven
Teams often switch from Celigo to Ceven for several reasons. Ceven's AI capabilities allow for more intelligent and adaptable workflows, which can handle complex tasks more efficiently. Additionally, Ceven's human-approval gates provide an extra layer of control and reliability, ensuring that critical steps are reviewed by humans before execution.
Another key advantage of Ceven is its ability to build and host no-code pages and applications. This feature allows teams to create custom solutions without the need for extensive coding, making it easier to automate and streamline processes. Ceven's user-friendly interface and robust integration capabilities also make it a popular choice for teams looking to enhance their workflow automation.
What moves over and what doesn't
When migrating from Celigo to Ceven, it's important to understand what will move over and what won't. Your workflows and automations will need to be rebuilt in Ceven, but the underlying logic and outcomes can be replicated. This means you will need to re-connect your apps and re-authorize them in Ceven.
Data stored within Celigo or the connected apps will not migrate to Ceven. Ceven is focused on automating workflows and does not act as a data storage or CRM system. Ensure that all necessary data is accessible in the original systems and that your workflows in Ceven are designed to interact with these systems appropriately.
Avoiding the common pitfalls
One common pitfall when migrating from Celigo to Ceven is assuming that the workflows will be an exact one-for-one replica. Remember, you are rebuilding the workflows with a different set of tools and capabilities. Use this opportunity to consolidate and optimize your processes.
Another pitfall is not validating the workflows in parallel. Running both systems in parallel ensures that any issues can be identified and resolved before fully switching over. This step is crucial for a smooth transition and minimizing disruption to your operations. Additionally, ensure that all stakeholders are informed and involved in the migration process to avoid any surprises or misunderstandings.
Frequently asked
Can Ceven automatically import my workflows from Celigo?
No, Ceven does not support automatic import of workflows from Celigo. You will need to rebuild your workflows in Ceven, which usually results in fewer, more capable workflows. This process allows you to optimize and enhance your automations.
How long does the migration process take?
The duration of the migration process depends on the complexity and number of workflows you have in Celigo. It is recommended to allocate sufficient time for inventory, rebuilding, and validation. Running both systems in parallel for a period is also essential for a smooth transition.
What happens to my data during the migration?
Your data remains in the original systems connected to Celigo. Ceven does not act as a data storage or CRM system, so ensure that your workflows in Ceven are designed to interact with your data in the original systems. This includes setting up human-approval gates on writes to systems of record.