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2 Comments

HELP! How to migrate users to new product?

What process steps would you take to migrate users to a new version of your SaaS?

  • Technology considerations
  • User Communications
  • Pitfalls

Background

My B2C SaaS integration service (think 2-way Zapier) is being rewritten from the ground up to enable features I was unable to offer 10 years ago when I started.

In order to not just flip a switch and kill the existing service, I'm thinking it better to add a new subdomain (e.g. app2.example.com) and have users re-authenticate their integrated apps via Oauth with new our new API Keys.

While this will require about 5 min of new setup, it will allow us to move people over more gradually and have a somewhat proper beta period (although can't really afford running two infrastructures for long).

I didn't find much guidance for this situation (no, I didn't ask ChatGPT), so I'm seeking advice from those of you understand solo-saas.

on April 5, 2023
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    If businesses are using your app in their production environment, you will need to provide them ability to migrate + test (parallel). For pieces of solution that are not used everyday, we often will schedule the migration. This can be done at the business preference (least impact day and time).

    • If the migration is undertaken by a wizard, small businesses will do it if the cut-off date is clear. If you offer free support during their migration that will incentivise them.
    • No one likes migrating when things are working. Especially in business as it is a risk. However if you can explain that a new feature they will get to use upon migration (and they really want this feature), they will do it...

    I have been migrating small to medium businesses in a variety of apps for years. They just need a "together" approach. a proven (aka tested) approach. It is always about risk management from a SME perspective.