Migrating from Relativity Server to RelativityOne is often framed as a straightforward technical move. But as the latest episode of 5 in 5 with Relativity and Complete Discovery Source makes clear, successful migration is about far more than simply moving data from one environment to another.
In this episode, Relativity’s Milton Cervantes sits down with CDS Client Solutions Director Sue-Deelia Tang to unpack what it really takes to execute a cloud migration that preserves data integrity, minimizes downtime, and sets teams up for long-term success. Their conversation highlights an important reality for organizations considering the move: migration is not a “lift-and-shift” exercise.
Planning Is the Foundation of a Successful Migration
One of the biggest takeaways from the discussion is that preparation is everything. Before any data is moved, organizations need to think through scoping, technical prerequisites, prioritization, and validation strategies. Seemingly small oversights during planning can quickly snowball into longer downtime, unnecessary manual work, and delayed project timelines.
The conversation also touches on the importance of selecting the right migration methods and using available tools to streamline the process. From automation opportunities to tracking applications that improve visibility, there are several ways organizations can reduce friction and improve efficiency during the transition.
For teams assuming migration is as simple as exporting and restoring data, this episode offers a valuable reality check.
Why Execution Matters More Than the Move Itself
The episode also explores some of the most common areas where migrations encounter challenges. Poor sequencing, inadequate tracking, and skipping critical validation steps can create avoidable complications that require additional remediation after the move is complete.
Another key topic is customization. Organizations with custom scripts, applications, or unique workflows must account for compatibility testing well before migration begins. What works in an on-premises environment may require additional planning when transitioning to the cloud.
The discussion closes with practical guidance around system requirements, including version considerations that organizations need to address before initiating migration.
As more legal teams transition to RelativityOne, this episode serves as a reminder that getting to the cloud is only part of the equation. Getting there the right way is what ultimately drives results.
Watch the full episode to hear the complete conversation and learn what separates a migration that works from one that quietly creates challenges down the line.
