A ready-to-use Sitecore XP to XM Cloud migration project template with predefined phases, tasks, milestones, and effort estimates to plan, migrate content, modernize architecture, and launch on a headless, cloud-native stack.
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| Phase/Task | Estimate | Assign To |
|---|---|---|
Assessment & Planning2w Phase 1: Comprehensive assessment of current XP environment and creation of detailed migration strategy | ||
Assess Current XP Environment6d Comprehensive assessment of the current Sitecore XP environment including infrastructure, components, content, and integrations | ||
Document current architecture and infrastructure2d Document server infrastructure, topology, and architecture of current XP environment | 16h | Content Management Systems - Sitecore Architect |
Inventory existing Sitecore XP components1d Catalog all Sitecore XP components, modules, and features currently in use | 9h | Content Management Systems - Sitecore Developer |
Inventory Sitecore XP version and modules1d Document Sitecore XP version and all installed modules and their versions | 4h | Content Management Systems - Sitecore Developer |
Document server infrastructure and topology2d Document all servers, roles, and infrastructure topology | 12h | Cloud Computing - DevOps Engineer |
Identify all custom Sitecore solutions and projects3d List all custom solutions, projects, and their dependencies | 18h | Content Management Systems - Sitecore Architect |
Catalog all Sitecore databases2d Catalog Master, Web, Core, and Analytics databases with their sizes and configurations | 8h | Content Management Systems - Sitecore Developer |
Identify customizations and integrations4d Identify all custom Sitecore solutions, third-party integrations, and customizations | 24h | Cloud Computing - Application Integration Specialist |
Analyze content structure and volume4d Analyze current content structure, templates, and volume of content items | 36h | Content Management Systems - Content Strategist |
List all custom renderings and components3d Inventory all custom renderings, components, and their usage | 24h | Content Management Systems - Sitecore Developer |
Document all Sitecore pipelines and processors2d Document all custom pipelines, processors, and their configurations | 12h | Content Management Systems - Sitecore Developer |
Document current content architecture3d Document content tree structure, content organization, and content management workflows | 24h | Content Management Systems - Content Strategist |
Inventory all Sitecore items and templates3d Catalog all Sitecore items, templates, and their relationships | 24h | Content Management Systems - Sitecore Content Migration Specialist |
Identify all third-party integrations2d List all third-party systems, APIs, and services integrated with Sitecore XP | 12h | Cloud Computing - Application Integration Specialist |
Document authentication and authorization setup2d Document current authentication providers, roles, and permissions | 9h | Cloud Computing - Application Integration Specialist |
Analyze current performance metrics1d Collect and analyze current performance metrics, response times, and bottlenecks | 9h | Cloud Computing - Site Reliability Engineer |
Create Migration Strategy1w Develop comprehensive migration strategy including approach, risk assessment, timeline, and success criteria | ||
Define content migration approach1d Define strategy and approach for migrating content from XP to XM Cloud | 8h | IT Consulting - Content Migration Consultant Content Management Systems - Sitecore Content Migration Specialist |
Define code migration strategy1d Define approach for migrating custom code and components to XM Cloud | 8h | Content Management Systems - Sitecore Architect |
Plan data migration approach2d Plan approach for migrating databases and data structures | 8h | IT Consulting - Content Migration Consultant Cloud Computing - Cloud Engineer |
Create risk assessment matrix2d Create comprehensive risk assessment with mitigation strategies | 6h | IT Consulting - IT Project Manager Content Management Systems - Sitecore Architect |
Identify migration tools and scripts needed1d Identify and document all tools and scripts required for migration | 4h | IT Consulting - Content Migration Consultant Cloud Computing - DevOps Engineer |
Create communication plan for stakeholders2d Develop communication plan and schedule for stakeholder updates | 4h | IT Consulting - IT Project Manager |
Define rollback procedures1d Define detailed rollback procedures for each migration phase | 6h | Cloud Computing - DevOps Engineer Content Management Systems - Sitecore Architect |
Define testing strategy and test cases2d Define comprehensive testing strategy and create test cases | 12h | Content Management Systems - CMS Architect Software Development - Test Automation Engineer |
Create detailed project timeline2d Create detailed timeline with milestones and dependencies | 8h | IT Consulting - IT Project Manager Content Management Systems - Sitecore Architect |
Establish success criteria and KPIs1d Define success criteria and key performance indicators for migration | 6h | Content Management Systems - Content Strategist IT Consulting - IT Project Manager |
Get stakeholder approval on migration strategy2d Present migration strategy to stakeholders and obtain approval | 6h | Content Management Systems - Sitecore Architect IT Consulting - IT Project Manager |
Environment Setup3w Phase 2: Setup XM Cloud environments, development tools, and CI/CD pipelines | ||
Setup Development Tools1w Install and configure development tools including Sitecore CLI, SDK, and local environment | ||
Install Sitecore CLI1d Install and configure Sitecore CLI tools | 3h | Content Management Systems - Sitecore Developer |
Configure Sitecore CLI authentication1d Configure authentication for Sitecore CLI | 3h | Content Management Systems - Sitecore Developer |
Setup local development environment3d Setup local development environment for XM Cloud development | 24h | Content Management Systems - Sitecore Developer |
Install and configure Sitecore Headless SDK3d Install and configure Sitecore Headless SDK for frontend development | 5h | Content Management Systems - Sitecore Developer |
Setup Visual Studio Code extensions1d Install and configure VS Code extensions for Sitecore development | 8h | Content Management Systems - Sitecore Developer |
Configure Git repository structure2d Setup Git repository structure and branching strategy | 6h | Software Development - Software Engineer |
Setup branch strategy for migration1d Define and implement branch strategy for migration work | 6h | Content Management Systems - Sitecore Developer |
Create project scaffolding and templates2d Create project scaffolding and code templates for XM Cloud | 10h | Software Development - Software Engineer |
Setup XM Cloud Environment2w Setup and configure XM Cloud subscription, environments, and security settings | ||
Create XM Cloud subscription account2d Create and configure XM Cloud subscription account | 6h | Software Development - Software Engineer |
Provision XM Cloud organization2d Provision and configure XM Cloud organization structure | 16h | Content Management Systems - CMS Architect |
Create XM Cloud project2d Create new XM Cloud project for migration | 3h | Software Development - Software Engineer |
Configure project settings and permissions2d Configure project settings, roles, and permissions | 6h | Software Development - Software Architect |
Setup development environment in XM Cloud2d Setup and configure development environment | 16h | Content Management Systems - CMS Architect |
Setup staging environment in XM Cloud2d Setup and configure staging environment | 16h | Content Management Systems - CMS Architect |
Configure environment variables and settings2d Configure environment variables and application settings | 6h | Software Development - Software Engineer |
Setup authentication providers2d Configure authentication providers and identity management | 10h | Content Management Systems - Sitecore Architect |
Configure security policies and access controls2d Configure security policies, access controls, and compliance settings | 6h | Cybersecurity - Security Architect |
Setup monitoring and logging2d Configure monitoring, logging, and alerting systems | 16h | Content Management Systems - Sitecore Architect |
Configure CI/CD Pipelines1w Setup and configure CI/CD pipelines for automated builds and deployments | ||
Setup Azure DevOps or GitHub Actions2d Setup CI/CD platform (Azure DevOps or GitHub Actions) | 10h | Software Development - Software Engineer |
Configure build pipeline for XM Cloud2d Configure build pipeline to compile and package XM Cloud solution | 16h | Content Management Systems - CMS Architect Software Development - Software Architect |
Setup deployment pipeline to development2d Configure automated deployment pipeline to development environment | 16h | Content Management Systems - CMS Architect |
Setup deployment pipeline to staging2d Configure automated deployment pipeline to staging environment | 16h | Content Management Systems - CMS Architect |
Configure automated testing in pipeline2d Integrate automated tests into CI/CD pipeline | 10h | Web Development - Front-end Developer |
Setup environment promotion workflow2d Configure workflow for promoting code between environments | 16h | Content Management Systems - CMS Architect |
Configure pipeline notifications2d Setup notifications for pipeline status and failures | 6h | Software Development - Software Engineer |
Test end-to-end CI/CD process2d Test complete CI/CD workflow from code commit to deployment | 10h | Cloud Computing - DevOps Engineer |
Content Migration4w Phase 3: Prepare, migrate, and validate content from XP to XM Cloud | ||
Prepare Content for Migration2w Audit, clean, and prepare content for migration to XM Cloud | ||
Audit all content items in XP3d Comprehensive audit of all content items in Sitecore XP | 24h | Content Management Systems - Sitecore Developer |
Identify orphaned and unused content3d Identify and document orphaned and unused content items | 9h | Content Management Systems - Sitecore Developer |
Clean up duplicate content items3d Remove or consolidate duplicate content items | 10h | Content Management Systems - Sitecore Developer |
Review and update content metadata3d Review and update content metadata for migration readiness | 24h | Content Management Systems - Content Strategist |
Map XP templates to XM Cloud content models5d Create mapping between XP templates and XM Cloud content models | 10h | Content Management Systems - Sitecore Architect |
Create new content models in XM Cloud5d Create new content models in XM Cloud based on mapping | 20h | Web Development - Web Content Manager |
Define content migration mapping rules5d Define rules for mapping content during migration | 10h | Content Management Systems - Sitecore Content Migration Specialist |
Create content validation rules4d Define validation rules for migrated content | 8h | Web Development - Web Content Manager |
Create Migration Scripts1w Develop scripts for automated content migration | ||
Develop content item migration script4d Develop script to migrate content items from XP to XM Cloud | 16h | Software Development - Software Engineer |
Develop media library migration script4d Develop script to migrate media assets from XP to XM Cloud | 10h | Software Development - Software Engineer |
Create template migration script4d Develop script to migrate templates and content models | 10h | Software Development - Software Engineer |
Develop content validation script4d Develop script to validate migrated content | 10h | Software Development - Software Engineer |
Create rollback script for content migration4d Develop rollback script in case migration needs to be reversed | 10h | Software Development - Software Engineer |
Test migration scripts in development4d Test all migration scripts in development environment | 8h | Software Development - Software Engineer |
Execute Content Migration5d Execute content migration from XP to XM Cloud | ||
Migrate content templates to XM Cloud2d Execute migration of content templates to XM Cloud | 10h | Software Development - Software Engineer |
Migrate content items to XM Cloud3d Execute migration of all content items to XM Cloud | 26h | Software Development - Software Engineer |
Migrate media assets to XM Cloud3d Execute migration of media library and assets to XM Cloud | 16h | Software Development - Software Engineer |
Validate content structure integrity2d Validate integrity of migrated content structure | 5h | Software Development - QA Engineer |
Migrate content relationships and references2d Migrate and validate content relationships and references | 10h | Software Development - Software Engineer |
Validate Content Migration4d Validate and verify content migration completeness and accuracy | ||
Verify all content items migrated2d Verify completeness of content migration | 16h | Content Management Systems - Sitecore Content Migration Specialist |
Validate content rendering in XM Cloud2d Validate that content renders correctly in XM Cloud | 5h | Software Development - QA Engineer |
Check content relationships and links2d Verify all content relationships and links are intact | 9h | Content Management Systems - Sitecore Developer |
Document content migration issues1d Document any issues found during content migration validation | 5h | Web Development - Web Content Manager |
Validate media asset accessibility1d Verify all media assets are accessible in XM Cloud | 8h | Content Management Systems - Sitecore Content Migration Specialist |
Code Migration1mo Phase 4: Migrate custom code, components, and integrations to XM Cloud | ||
Analyze XP Codebase1w Comprehensive analysis of existing XP codebase and components | ||
Review all custom solutions3d Review and document all custom Sitecore solutions | 24h | Content Management Systems - Sitecore Architect |
Identify MVC vs Web Forms components3d Categorize components as MVC or Web Forms | 9h | Content Management Systems - Sitecore Architect |
Catalog all custom renderings3d Catalog all custom renderings and their dependencies | 12h | Content Management Systems - Sitecore Developer |
Document all custom pipelines3d Document all custom pipelines and their usage | 8h | Content Management Systems - Sitecore Developer |
Identify XP-specific features to replace3d Identify XP-specific features that need replacement in XM Cloud | 9h | Content Management Systems - Sitecore Architect |
Map XP components to XM Cloud equivalents4d Create mapping between XP components and XM Cloud equivalents | 10h | Content Management Systems - Sitecore Architect |
Migrate Sitecore Solutions2w Migrate custom Sitecore solutions and code to XM Cloud | ||
Refactor MVC controllers to API controllers6d Refactor MVC controllers to headless API controllers | 48h | Content Management Systems - Sitecore Developer |
Convert renderings to headless components1w Convert Sitecore renderings to headless components | 12h | Content Management Systems - Sitecore Developer |
Migrate view models to content models1w Migrate view models to XM Cloud content models | 15h | Software Development - Software Engineer |
Update rendering configurations1w Update rendering configurations for XM Cloud | 28h | Content Management Systems - Sitecore Developer |
Migrate custom pipelines to XM Cloud1w Migrate custom pipelines and processors to XM Cloud | 15h | Content Management Systems - Sitecore Developer |
Update dependency injection configuration1w Update dependency injection configuration for XM Cloud | 19h | Content Management Systems - Sitecore Developer |
Refactor custom processors1w Refactor custom processors for XM Cloud compatibility | 56h | Content Management Systems - Sitecore Developer |
Update configuration files1w Update all configuration files for XM Cloud | 19h | Content Management Systems - Sitecore Developer |
Migrate Custom Components2w Migrate custom components and renderings to XM Cloud | ||
Convert Sitecore controls to React/Vue components1w Convert Sitecore controls to modern frontend components | 11h | Web Development - Front-end Developer |
Migrate custom field types1w Migrate custom field types to XM Cloud | 15h | Software Development - Software Engineer |
Update component data sources1w Update component data sources for XM Cloud | 56h | Content Management Systems - Sitecore Developer |
Migrate custom validators1w Migrate custom validators to XM Cloud | 10h | Content Management Systems - Sitecore Developer |
Update component styling and CSS1w Update component styling and CSS for XM Cloud | 56h | Content Management Systems - Sitecore Developer |
Update Integrations1w Migrate and update third-party integrations for XM Cloud | ||
Migrate third-party API integrations3d Migrate third-party API integrations to XM Cloud | 16h | Cloud Computing - Application Integration Specialist |
Update webhook configurations3d Update webhook configurations for XM Cloud | 24h | Content Management Systems - Sitecore Developer |
Migrate external service connectors3d Migrate external service connectors to XM Cloud | 16h | Cloud Computing - Application Integration Specialist |
Update authentication for integrations3d Update authentication mechanisms for integrations | 24h | Content Management Systems - Sitecore Developer |
Test integration connectivity3d Test connectivity and functionality of all integrations | 10h | Cloud Computing - Application Integration Specialist |
Validate integration error handling3d Validate error handling for all integrations | 16h | Content Management Systems - Sitecore Developer |
Document integration changes3d Document all integration changes and configurations | 8h | Cloud Computing - Application Integration Specialist |
Testing & Validation1mo Phase 5: Comprehensive testing including functional, performance, and UAT | ||
Functional Testing2w Comprehensive functional testing of migrated features | ||
Create comprehensive test plan2d Create comprehensive test plan for functional testing | 16h | Software Development - Test Automation Engineer |
Execute test cases for migrated features3d Execute all test cases for migrated features | 16h | Software Development - QA Engineer |
Test all migrated components5d Test functionality of all migrated components | 16h | Software Development - QA Engineer |
Validate content rendering and functionality5d Validate content rendering and functionality in XM Cloud | 40h | Content Management Systems - Sitecore Developer |
Test user workflows and interactions5d Test all user workflows and interactions | 13h | Software Development - QA Engineer |
Test content authoring workflows5d Test content authoring and editing workflows | 10h | Web Development - Web Content Manager |
Validate search functionality5d Validate search functionality in XM Cloud | 40h | Content Management Systems - Sitecore Developer |
Test navigation and routing5d Test navigation and routing functionality | 8h | Software Development - QA Engineer |
Validate form submissions5d Validate form submission and processing | 16h | Content Management Systems - Sitecore Developer |
Test authentication and authorization5d Test authentication and authorization mechanisms | 14h | Cloud Computing - Application Integration Specialist |
Execute cross-browser testing5d Execute cross-browser compatibility testing | 10h | Software Development - QA Engineer |
Test responsive design4d Test responsive design across different devices | 8h | Web Development - Front-end Developer |
Performance Testing2w Load, stress, and performance testing | ||
Setup performance testing tools1d Setup tools for performance testing | 6h | Content Management Systems - Sitecore Developer |
Conduct load testing3d Conduct load testing to identify capacity limits | 24h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Conduct stress testing3d Conduct stress testing to find breaking points | 24h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Analyze performance metrics3d Analyze performance metrics and identify bottlenecks | 9h | Content Management Systems - Sitecore Developer Database Management - Data Analyst +2 more |
Identify performance bottlenecks3d Identify and document performance bottlenecks | 10h | Content Management Systems - Sitecore Developer Content Management Systems - Sitecore Architect |
Optimize database queries3d Optimize database queries for better performance | 16h | Content Management Systems - Sitecore Developer |
Optimize API response times3d Optimize API endpoints for faster response times | 16h | Content Management Systems - Sitecore Developer |
Configure CDN caching rules3d Configure CDN caching rules for optimal performance | 4h | Content Management Systems - CMS Architect Content Management Systems - Sitecore Developer |
Validate caching strategies3d Validate caching strategies and effectiveness | 24h | Content Management Systems - Sitecore Developer |
Retest performance after optimizations3d Retest performance metrics after optimizations | 24h | Content Management Systems - Sitecore Developer |
User Acceptance Testing1w User acceptance testing with stakeholders | ||
Prepare UAT test scenarios2d Prepare user acceptance test scenarios | 6h | Content Management Systems - Content Strategist |
Conduct UAT sessions with stakeholders2d Conduct user acceptance testing sessions | 16h | Content Management Systems - Content Strategist Software Development - QA Engineer |
Collect UAT feedback2d Collect and document UAT feedback from stakeholders | 6h | Software Development - QA Engineer Content Management Systems - Content Strategist |
Prioritize UAT issues1d Prioritize issues identified during UAT | 3h | Content Management Systems - Sitecore Developer |
Address critical UAT issues1d Address critical issues identified in UAT | 10h | Software Development - QA Engineer |
Validate UAT issue resolutions Validate that UAT issues have been resolved | 3h | Content Management Systems - Sitecore Content Migration Specialist |
Deployment & Go-Live1mo Phase 6: Production deployment, go-live, and post-launch support | ||
Pre-Launch Preparation1w Final preparations before production deployment | ||
Create deployment runbook3d Create detailed deployment runbook with step-by-step procedures | 24h | Content Management Systems - Sitecore Architect Software Development - Software Engineer |
Prepare deployment checklist3d Prepare comprehensive deployment checklist | 32h | Content Management Systems - Sitecore Architect Software Development - Software Architect |
Setup production environment4d Setup and configure production environment | 32h | Content Management Systems - CMS Architect |
Configure production settings4d Configure all production environment settings | 12h | Content Management Systems - Sitecore Developer Software Development - Performance Engineer |
Setup production monitoring4d Setup production monitoring and alerting | 32h | Content Management Systems - Sitecore Developer |
Create backup procedures4d Create and test backup procedures | 8h | Cloud Computing - DevOps Engineer Content Management Systems - CMS Architect |
Training & Documentation2w Training sessions and documentation preparation | ||
Prepare training materials4d Prepare training materials for users | 32h | Content Management Systems - Content Strategist |
Conduct content author training3d Conduct training sessions for content authors | 10h | Web Development - Web Content Manager |
Conduct administrator training3d Conduct training sessions for administrators | 10h | Web Development - Web Content Manager |
Create user documentation4d Create user documentation and guides | 32h | Content Management Systems - Content Strategist Web Development - Web Content Manager |
Create technical documentation4d Create technical documentation for support team | 20h | Web Development - Web Content Manager Content Management Systems - Sitecore Architect |
Create troubleshooting guide4d Create troubleshooting guide for common issues | 10h | Web Development - Web Content Manager |
Go-Live Preparation4d Final go-live preparation and approvals | ||
Finalize rollback plan2d Finalize rollback plan and procedures | 8h | Cloud Computing - DevOps Engineer Content Management Systems - Sitecore Architect |
Conduct pre-launch review meeting2d Conduct final pre-launch review meeting | 6h | Software Development - Business Analyst |
Get go-live approval2d Obtain final go-live approval from stakeholders | 6h | Software Development - Business Analyst |
Schedule maintenance window1d Schedule maintenance window for deployment | 8h | Content Management Systems - Sitecore Architect |
Production Deployment1w Execute production deployment and initial monitoring | ||
Execute production deployment2d Execute production deployment following runbook | 64h | Content Management Systems - Sitecore Developer Software Development - Software Engineer |
Run smoke tests in production2d Execute smoke tests in production environment | 16h | Content Management Systems - Sitecore Developer |
Validate critical functionality2d Validate all critical functionality in production | 16h | Content Management Systems - Sitecore Developer |
Monitor system health3d Monitor system health and stability | 15h | Software Development - Software Engineer |
Monitor performance metrics3d Monitor performance metrics in production | 10h | Software Development - Software Engineer |
Monitor error logs3d Monitor error logs and address issues | 10h | Software Development - Software Engineer |
Post-Launch Support1w Post-launch support and project closure | ||
Setup support ticketing system1d Setup support ticketing system for post-launch issues | 10h | Content Management Systems - Sitecore Architect |
Address immediate post-launch issues3d Address immediate issues reported after launch | 20h | Software Development - Software Engineer |
Conduct daily standups4d Conduct daily standup meetings during post-launch period | 6h | Software Development - Business Analyst |
Document lessons learned2d Document lessons learned from migration project | 5h | IT Consulting - IT Project Manager |
Create post-launch report2d Create comprehensive post-launch report | 6h | Software Development - Business Analyst |
Conduct project retrospective2d Conduct project retrospective meeting | 5h | Software Development - Business Analyst |
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