Trustholm — customer migration intake (printable)

Print and write, or complete digitally. Full pack (technical, inventory, security, RACI) is in docs/commercial/engagement/.

Agency / entity

Date

Completed by (name / role)

Email / phone

1. Why migrate

☐ Cost / licence of TRIM or CM ☐ Vendor roadmap / support ☐ Microsoft 365 strategy ☐ Machinery of government ☐ Audit / assurance finding ☐ Findability / staff experience ☐ Other: _______________________

Must-have outcomes

Hard dates / freezes

2. What must move

Category	Y / N / Partial	Approx volume	Notes
Electronic documents
Containers / files
Email / mail capture
Scanned / digitised
Vital / permanent
Closed / inactive first
Active / open

Explicitly out of scope

3. Sequencing preference

☐ By record type ☐ By business unit ☐ By status (closed then open) ☐ By year registered ☐ By risk (vital first) ☐ Hybrid / other: ________________

Preferred pilot population

4. Target experience

Who finds records day-to-day?

Accept Search + metadata over deep trees?

Y / N / Partial

Training preference

Champions · Classroom · Mix

5. Compliance snapshot

Records authority / schedules

Active legal holds?

Y / N / Unsure

Retain TRIM Number + URI in SharePoint?

Yes (recommended) / Discuss

6. Access & sponsors

IM sponsor

ICT sponsor

SQL / extract access possible?

Y / N / Process required

Procurement path

Direct · Panel · RFT · Unsure

7. Success measures

Measure	Target	How measured

Sign-off

	Name	Signature	Date
Agency
Trustholm

Also complete: technical environment worksheet · record type inventory · security/retention · RACI. See engagement overview for pilot and multistage payment patterns.

Engagement overview Email completed form

Customer migration intake

1. Why migrate

2. What must move

3. Sequencing preference

4. Target experience

5. Compliance snapshot

6. Access & sponsors

7. Success measures

Sign-off