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Case: Migration of a Manufacturing Company from Bitrix24 to Planfix

Integro24 Team2024-08-01

MigrationBitrix24PlanfixCase StudyData Security
ROISecurity
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Why Staying on Bitrix24 is Dangerous

Besides moral and ethical aspects, using Russian software poses direct risks:

  • Data Security: Your customer databases, financial information, and trade secrets could be accessible to the aggressor country's special services.
  • Legal Risks: By decision of the National Security and Defense Council of Ukraine, the activities of Russian companies, including 1C and Bitrix, are restricted in Ukraine.
  • Lack of Updates and Support: You won't receive official support and updates, making the system vulnerable.

Learn more in our article "Migration from Bitrix24 and amoCRM: A Step-by-Step Plan".

Preparing for Migration

The key to successful migration is thorough preparation. We conducted a full audit of the client's processes, identified the key functionality to be replicated, and created a detailed data transfer plan.

  1. Process Audit: We identified which modules (CRM, Tasks, Drive) were critical.
  2. Data Export: We developed scripts to export contacts, companies, deals, tasks, and all communication history.
  3. Choosing a New System: After analysis, we settled on Planfix as the most flexible solution that could replicate the client's complex process logic.

Results

The migration was successful and completed in a short time. The client's team continued to work in a much more flexible and secure system without losing any data. This is not just a tool replacement, but a step towards digital independence and business security. We offer a similar service as part of our "Secure Migration" package.

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