Checklist

K2 blackpearl Exit Assessment Checklist

Use this checklist to move from platform anxiety to a concrete inventory, risk register, and migration roadmap.

ChecklistWorkflow riskPlatform planning

Checklist

  • Confirm current K2 version, servers, databases, service accounts, and SharePoint dependencies.
  • Inventory workflows by owner, business process, trigger, volume, integrations, and criticality.
  • Separate workflows into retire, rebuild, migrate, stabilize, and investigate groups.
  • Capture known issues, outages, performance concerns, and undocumented behavior.
  • Define target-state options before committing to a migration platform.
  • Produce a roadmap that business owners, platform owners, and executives can act on.