Turn SaaS migration anxiety into a clear, actionable plan

Moving Colleague® to SaaS is one of the most important transitions your institution will face—and one of the most daunting. Many institutions struggle with questions like: What customizations do we have? Which data issues could derail migration? How do we prioritize what to tackle first? Without clarity, the journey to SaaS can feel risky and overwhelming.

The SaaS Readiness Portal was built to take away that uncertainty. It combines AI-powered discovery with structured project management to provide institutions with a step-by-step path to SaaS success.

With SaaS Readiness Portal you can:

  • Use AI-enhanced discovery to uncover and document hidden system details

  • Catalog all Colleague® customizations for analysis and migration planning

  • Identify data quality issues that need attention before SaaS transition

  • Get tailored recommendations on SaaS readiness and Colleague® best practices

  • Generate a SaaS readiness roadmap aligned with institutional priorities

  • Create and prioritize task lists for a structured, achievable SaaS migration plan

  • Leverage AI-supported decision making for technical and functional trade-offs

  • Apply AI-assisted code and data uplift to reduce technical debt before migration

  • Manage the readiness project end-to-end, with task assignment, tracking, and decision logs

  • Generate documentation automatically for knowledge transfer and continuity

  • Receive technical and business process recommendations to ensure long-term success

Why It Matters

A SaaS migration isn't just a technical upgrade—it's a transformation that impacts data, processes, and people. Without a clear plan, institutions risk delays, unexpected costs, and knowledge gaps that jeopardize business continuity.

SaaS Readiness Portal ensures your institution moves forward with clarity, confidence, and control. By uncovering what you have today, prioritizing what needs to change, and guiding your team through the process, it reduces risk and makes SaaS readiness achievable.