09/17/2026
"We'd switch, but migrating five years of spreadsheets would take a quarter."
It takes about three days.
This is the single most common reason credentialing teams stay on a system they have already outgrown, and it is worth naming clearly, because it is not really a technical objection.
It is a risk objection. The spreadsheet is bad, but it is known bad. A migration is unknown bad. Given the choice, most people take the devil they can already name.
Fair enough. So here is what the first 30 days actually look like.
Days 1 to 3 - Import. Groups, providers and workflows come in from your existing files. You are not retyping five years of history.
Days 4 to 7 - Roles and permissions. Decide who sees what, turn on two-factor authentication. This is usually where teams discover their spreadsheet had no access control at all, and that everyone with the file link had everything.
Week 2 - First live workflows and follow-ups. Run them in parallel with your old process if it helps you sleep. Most teams stop the parallel run around day 10 on their own.
Week 3 - Expirables and your first report. This is reliably the moment somebody finds a document that expired four months ago and nobody caught.
Week 4 - Client portal, if you use one.
We wrote the whole thing up, including a section on what tends to go wrong - because things do go wrong, and pretending otherwise helps nobody make a decision.
30-day free trial, no setup required. Or sit in on a Friday webinar and watch someone else's migration before you commit to your own.
Link in the comments.
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