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Website and CMS Migrations

Website and CMS Migration Services

We'll reply with a written proposal: the work, what we need from you and an estimated timeline.

Protect the business during the move

A finished import doesn't prove that customers or your editors can actually use the new system.

We find the problems with content, web addresses, publishing routines, connected tools and ownership that could stop you publishing, lose you leads or hurt your search visibility after launch.

  • Field names match, but what they mean doesn't

    Rules for plain text, formatted text, links to other content, lists, dates, numbers and required fields can quietly change your content, even when a column seems to import successfully.

  • Links between content break when new ID numbers are created

    Authors, categories, parent pages, embedded items and links between pages need a map from old IDs to new ones, and have to be loaded in the right order.

  • Export files leave out important parts of how your CMS works

    Old versions, publishing routines, memberships, logins, add-on apps, schedules and records stored by plugins (add-ons) may need to be pulled out separately, or you have to agree that they will be lost.

  • Images and files still depend on the old platform

    Spreadsheet (CSV) and API exports can contain links to files still stored on the old platform, missing details or no versions sized for phones and tablets, so switching off the old system early is unsafe.

  • The full copy overwrites changes your editors made

    Without rules for late changes, clashes and deletions, content edited after the main copy is taken can be missed or duplicated.

  • "Import successful" is mistaken for "ready to launch"

    The new system still needs its records, links between content, files, page display, search, forms, analytics and editing tasks checked against the old one.

Scope

What your CMS migration project includes, step by step.

Move to a CMS (content management system: the tool your team uses to edit the website) that suits you better, without treating your content, search traffic and publishing routines as a blind copy-and-paste job. Softscotch maps out what must survive the move, does a test run with a realistic sample of your content and gives your team proof that everything matches, a plan for the switch-over and a named owner for every problem that remains.

Eight areas of work take the project from proving which platform fits and mapping everything you have, through setting up user access, a test run, a careful switch-over, checking everything matches and handing over to your editors.

Choosing the platform, reviewing your current system and agreeing what "done" means

We confirm why a move is needed, compare staying with switching, and list your content, publishing routines, how the site is delivered, security needs and platform limits.

How content is organized, identified and linked

We map content types, fields, data types, whether a field holds one value or many, checks, default values, permanent IDs, links between items, slugs (the end part of each web address), language versions, publishing status and ownership.

Converting formatted content, files, languages and publishing routines

We convert the meaning of your content where the new system supports it, move the files you own along with their details, and write down any history, sign-off steps or publishing behavior that changes or is lost.

A migration you can repeat and check

We choose export, database or API routes, keep every version of the conversion rules, handle platform limits and retries, and compare records, fields, links between items and files.

Web addresses, page display and connected tools keep working

We protect valuable web addresses and the search settings attached to them, and test page templates, previews, site search, cache (stored copies that make pages load faster), webhooks (automatic messages between systems), forms, analytics and other connected tools.

Late changes, test copies, switching back and go-live controls

We keep the test site separate, test-run realistic samples, capture changes made on the live site, move the final changes and go live with clear points at which we would switch back.

Getting editors started, upkeep and retiring the old system

We run UAT (user acceptance testing: your team trying real tasks in their own roles), document the new system, assign owners for each connected tool, and archive or switch off the old system only after the new one is proven to work on its own.

Users, roles and access in the new system

We list who writes, approves and publishes today, then set up matching user accounts, roles and permissions in the new CMS. We remove access nobody needs and make sure your business, not a supplier, holds the main admin accounts.

Why Softscotch

You get a working new system with every problem explained, not an import log nobody can read.

Every record, file, link between content, web address, publishing routine and connected system is tied to a check that proves it works and a named person who owns it.

We decide which platform fits before moving anything

The new system must support your must-have editing, content, security and delivery needs, or we show you an approved alternative and what it costs.

IDs and meaning survive the field mapping

Permanent IDs, data types, checks, fixed choice lists and links between items can all be traced through every conversion step.

What the platform leaves out stays visible

Old versions, publishing routines, authorship, logins, add-on apps and other features are moved separately, archived or clearly agreed as losses.

Migration runs can be repeated safely

Versioned conversion rules, save points, lookups that are safe to repeat without creating duplicates, and lists of problem items reduce the risk of duplicates or results nobody can reproduce in the new system.

Checks go further than counting records

Links between items, files, page display, web addresses, accessibility, search, forms, analytics and editing by each role all get their own tests.

The old system is retired only when it's safe

The old CMS stays available until you approve that the new one works on its own, records are kept as required, archives can be restored, old access is removed and connections are shut down.

What gets decided and delivered

Thirty-six decisions turn a risky platform move into well-managed business work.

The detail covers choosing the platform, what your content means, how the move is carried out, the proof needed before launch and the people who will run the new CMS day to day.

Strategy, choosing the platform and your starting point
Why you're moving and which platform fitsCompare fixing your current CMS with possible new ones, measured against your must-have content, publishing, delivery, security and day-to-day needs.
List of everything in the old and new CMSDocument content types, records, fields, files, language versions, statuses, old versions, users, publishing routines, add-ons and the tools that use your content.
Stay, fix or replaceEstimate the smallest fix that would work, and the migration, license, setup and running effort that replacing the system would take.
Editing tasks and connected tools todayRecord your most important editing tasks and every website, app, data feed, search tool or automation that uses content from your CMS.
List of features you might lose and risksName features that won't be supported, behavior that will change, history that will be lost, items that need manual work and the person who accepts each tradeoff.
What counts as a successful migrationSet acceptable limits for records, fields, links between items, files, web addresses, page display, publishing routines, connected tools and problems left open.
Content, IDs and your source data
List of web addresses and dependenciesMap public web addresses, templates, media, forms, APIs, DNS (the settings that point your domain to your site), security certificates, email and outside services before the switch-over.
Agreement on content types and fieldsDefine, for both the old and new system, each content type, field type, whether it holds one value or many, checks, default value, fixed choice lists, how it converts and who owns it.
Permanent IDs and map of links between itemsKeep or map IDs, slugs, parent-and-child page order, embedded items, items that link to each other in a loop and every link the new system requires.
List of files, languages and publishing routinesRecord files, file details, usage rights, sizes and versions, languages, backup languages, statuses, schedules, sign-offs, old versions and authorship.
How the new system is built and delivers pages
Redirect and matching mapLink every valuable old page to its new home and check its content, page details, canonical tags (which version Google should treat as the main one) and internal links.
New CMS and page display setupMap content types and fields to page templates, building blocks, web addresses, APIs, what shows when data is missing, and the live tools that use the content.
Agreement on templates, building blocks and previewsCheck normal and unusual content on the public site, in preview, as drafts and through each editor role's publishing steps.
Add-ons, webhooks and search connectionsRebuild add-on apps, secret keys, automatic triggers, site search settings, cache clearing, automatic site rebuilds and alerts for when something fails.
Building and carrying out the migration
How content is exportedChoose spreadsheet (CSV), database, API or a mix for each content type, and set how content is fetched page by page, platform speed limits, batches, order and retries.
Versioned set of conversion rulesConvert fields, fixed choice lists, formatted text, HTML (web page code), embedded items, links between items and broken old content through code and test examples that can be reviewed.
Loading content and files in the right orderLoad files and the records they depend on in a safe order, map the new IDs and restart without creating duplicates nobody can explain.
Setting up the new CMS and its accessBuild the new content types, checks, user roles, publishing routines, preview, publishing and system accounts that you own.
Controls, safety and recovery
Keeping the test site privateStop test sites from appearing in Google or being opened by the wrong people, without blocking the final checks before launch.
Switching back and late-change planAgree the content freeze (a pause on edits), database syncing, DNS timing, what would trigger switching back and who decides, all before the launch window.
Privacy and sensitive data controlsMove only the personal or regulated data you've approved, clean test copies of real personal details and keep your decisions on how long data is kept, who can see it and when it is deleted.
Archiving the old system and checks before switching it offCheck that files no longer depend on the old system, required history is kept, archives can be restored, the new system works on its own and old access is removed before the old system is shut down.
Testing and checking everything matches
Checks on errors and customer journeys after launchTest how search engine bots and users move through the site, forms, checkout, logins, analytics and error patterns after the switch-over.
Test run with realistic and unusual contentTest every important content type, status, language and dependency, plus formatted text, large media files, invalid values and very long content.
Checking records, fields, links and files matchCompare counts, IDs, required values, links between items, files, checksums (digital fingerprints that prove a file copied exactly), statuses, languages and any differences we've explained.
Page display, accessibility and connected-tool checksTest templates, page structure, page details, schema (hidden labels for search engines), site search, preview, forms, tracking events and delivery to other systems.
Measurement and proof
Watching that results hold upCompare which pages Google has in its index, traffic, conversions (inquiries, sign-ups or sales), errors and real-world page speed with the starting point you signed off before the migration.
How much has moved and problems being clearedReport records that moved, matched, failed, were skipped, were fixed by hand or are still open, by content type and migration run.
Proof that editors can do their jobsTrack results for each role on creating, finding, editing, previewing, approving, scheduling, publishing and recovering content.
Search and connected tools keep workingTrack web addresses, redirects, which pages Google has indexed, how up to date site search is, API errors, cache clearing, webhook messages and whether forms are received.
Running time and cost reportReport how fast content moves, platform speed limits, retries, how much manual fixing is needed, platform cost and the upkeep effort that remains.
Rules, handover and growth
Rules for changing how content is organizedKeep changes to content types, conversion decisions, test examples, test sites, approvals and release versions open to review.
Editor guide and role ownershipDocument fields, content rules, publishing routines, known changes, how to get permissions and who to call for help, for each role.
Upkeep of connected tools and loginsGive secret keys, webhooks, add-on apps, site search, cache, preview and API connections an owner, a rule for changing passwords and keys, and a plan for when they fail.
Retiring the old system and keeping recordsAssign decisions on archives, legal holds (records you must keep for legal reasons), ending supplier contracts, domains, logins and deletion, with proof.
Headless or multi-system migrations, if neededAdd controls for IDs across several content spaces, content areas, preview, site search, cache and agreements with the tools that use the content, only where a headless setup (a CMS that feeds content to sites and apps separately from their design) needs them.
Migration and testing tools

We choose how to move your content based on what it covers, how much there is and how easily we can recover if something goes wrong.

Spreadsheet (CSV) exports, direct database copies, API connections (secure links between software systems) and built-in platform tools each leave different things out and have different limits, so the chosen method is tested on your real content before the switch-over.

Evidence before cutover

Seven reviews show what will move, what will change and what still needs a decision from you.

Each review turns technical findings into a decision for you, something we deliver, a check that proves it works and a person responsible for it.

Check 01 · Choosing the platform and listing your content

Should the CMS move, and what actually has to move?

We prove the move solves a real problem and show everything your content and website delivery involves.

The scope includes things the new system can't do and content we've agreed on purpose not to move.

Business and editor needs decideName the day-to-day problem and the editing tasks you can't do without.
Everything in the old platform sourceList content, users, publishing routines, add-ons, site search and delivery.
Proof the new system can do it new systemTest the riskiest requirements instead of trusting feature lists.
Stay or move optionsCompare fixing, a mix of both and replacing, with cost and risk.
Known losses riskRecord gaps in history, publishing routines, authorship, logins or features.
Agreed starting point startFix the amounts, meanings, acceptable limits and who signs off.
Check 02 · How content is organized and identified

Can every piece of content, and every link between items, keep its meaning?

We turn your content structures and links into a clear written agreement between the old and new system.

Fields with similar names don't necessarily mean the same thing.

Content type agreement structureMap content types, who owns them and how the new system will use them.
Field rules fieldsMap data types, one-or-many values, checks, defaults and fixed choice lists.
Permanent IDs matchChoose between keeping old IDs, new IDs or lasting outside keys.
Loading order for links linksSort out parent pages, authors, tags, embedded items and items that link in a loop.
Publishing status workflowMap draft, published, archived, scheduled and awaiting-approval states.
Language versions languageMap translations, regional versions, backup languages and missing versions.
Check 03 · Formatted content and files

What will break when your page code and files leave the old platform?

We convert the meaning of your content, move the files you own and show where anything still depends on the old platform.

Anything unsupported or unsafe goes on a list of problem items instead of being quietly thrown away.

Formatted text pieces contentMap headings, lists, links, tables, quotes and in-line formatting.
Embedded items embedsReplace shortcodes (small code tags for special blocks), building blocks and linked records with versions the new system supports.
Cleaning up code safetyTest how scripts, styling labels and code settings are kept or removed.
Owning your files filesDownload or transfer files instead of relying on fragile links to the old platform.
File details and rights detailsKeep approved image descriptions (alt text), captions, credits, usage rights and focus points.
Image sizes and use displayCheck new file formats, versions for different screen sizes and every place a file appears.
Check 04 · Building the move

Can the run finish, restart after a failure and produce the same result every time?

We choose how to export each type of content based on what it covers, and build the conversion around loading order, volume and platform limits.

Every record in the new system can be traced back to its source ID and the migration version that created it.

What each method covers exportChoose export file, database, API or a mix for each content type.
Capacity and limits capacityPlan for page-by-page fetching, speed limits, parallel jobs, retries and running time.
Conversion version convertKeep mapping rules, test examples and decisions in code that can be reviewed.
Loading in the right order loadOrder files, parent pages, linked records and content that is ready for other tools to use.
Restarting safely resumeUse save points and update-or-create steps that are safe to repeat, or keep risky steps that might duplicate content apart.
Handling problem items problemsKeep the reason for each failure, its source, owner, retries and any manual decision.
Check 05 · Checking everything matches

What proves the new system is correct, beyond an import log?

We compare data, page display, web addresses, connected tools and editor tasks against fixed definitions of success agreed in advance.

Every unexplained difference stays open, even when the platform says the job succeeded.

Record and field counts dataCompare content types, required values, statuses and language versions.
Links between items linksConfirm the intended links exist and find missing, wrong or duplicate IDs.
Files copied correctly filesCompare files, checksums (digital fingerprints), file details and that pages no longer load files from the old system.
Web addresses and page details match searchCheck redirects, canonical tags, links, schema and whether pages are in Google's index.
Page display and connected-tool tests toolsTry out templates, preview, site search, cache, webhooks and APIs.
Editor tasks editorsRun real creating, finding, editing, approving, publishing and recovery work.
Check 06 · Late changes, go-live and switching back

How will changes made on the live site reach the new system without clashing?

We control the period between the main copy and going live with clear rules for late changes, deletions and recovery.

Switching back returns the platform to an agreed earlier state, but may not undo things already sent to outside systems.

Spotting changes late changesChoose a change log, a last-copied marker, timestamps or a planned edit freeze.
Which change wins clashesDecide which system wins when content changes in both.
Deletion rules deletesTell apart removed, archived, unpublished and simply missing from the export.
Final sync syncRun and check the agreed window for last-minute changes.
Go-live order go liveSet the order for the CMS, connected tools, search, cache, web addresses and integrations.
When to switch back switch backName the trigger, the owner, the earlier state and follow-up steps in outside systems.
Check 07 · Handover and retiring the old system

Can editors run the new system, and can the old one be retired safely?

We hand over day-to-day work by role, ownership of connected tools, archives and supplier exits, only after the new system is proven to work on its own.

Deleting the old system is a separate decision about record-keeping and security that you approve.

Testing by your team editorsCheck priority tasks with the permissions each role will really have.
Guides and training handoverDocument fields, publishing routines, known losses and who to ask for help.
Ownership of connected tools ownerAssign owners for logins, webhooks, site search, cache and other connected tools.
Restoring from the archive archiveCheck required exports, files, history and how to restore them.
Working on its own independentFind links to old files, APIs, domains and scheduled tasks still pointing at the old system.
Approval to retire retireClose access, contracts and data in line with the record-keeping decisions you signed.
What changes

From an uncertain content move to a checked new platform your team can run with confidence.

Before

The business wants a new CMS, but nobody has proven what must survive the move or which platform differences are acceptable.

  • The content list is incompleteTeams can see pages and files, but the links between items, publishing statuses, connected tools and ownership are not written down anywhere.
  • The switch-over risk is unknownNo test run has measured conversion errors, platform API limits, late changes by editors or how long recovery would take.
  • "Done" is a matter of opinionThe project has no agreed limits for what is acceptable in content, web addresses, publishing routines, customer journeys and editor tasks.
Changes

Softscotch maps everything you have, tests the riskiest content and gives you proof before you approve the move on your live site.

  • A signed-off migration mapEach record, field, file, link between items, web address and publishing routine in scope gets a rule for the new system, an owner and a way to handle problems.
  • A realistic test runSamples that look like your live content uncover conversion faults, timing limits and unsupported features while switching back is still safe.
  • An approved switch-over planThe team agrees the edit freeze, final changes, launch order, points at which we'd switch back and who decides, before anything changes on the live site.
After

The new system is live, with content checked against the old one, customer journeys being watched and a team that understands the problems still open.

  • Continuity backed by proofApproved pages, files, redirects, forms, search and connected tools pass their checks on the live site within the agreed limits.
  • Editors can run the systemA sample of real users completes real publishing tasks with the intended roles, publishing routines, guides and a clear path for getting help.
  • The old system has a safe exitYou approve archives, record-keeping, closing access and ending supplier contracts only after the new system is shown to work on its own.
Your type of business

Your records, sign-off steps and customer journeys decide how risky the move is.

Our core method stays the same, but the proof we need changes for businesses with many locations, products, regulated content, publishing teams and member data.

Local

Local and multi-location

Keep each location's identity, web addresses, names, addresses, phone numbers, hours, services, photos, maps, reviews and branch editor ownership intact through the move.

FocusPermanent location IDs, links to the parent brand, branch fields, redirects and editor permissions
MeasureLocation records that match, links still to fix, working local web addresses and editors completing their tasks
Online sales

Ecommerce and retail

Keep moving CMS content separate from moving products, product options, customers, orders, gift card balances, discounts, stock and sales history, which need their own ecommerce-specific controls.

FocusWhere content ends and the product catalog begins, links to products, policy pages, file and web address mapping
MeasureContent that matches, links to products intact, web addresses still working and agreed exclusions for sales data
Software

Software companies (SaaS)

Map product, feature, solution, integration, help documentation, release note and pricing content to headless setups (content fed to sites and apps separately from design), preview, search and automatic site builds.

FocusFlexible building-block content model, help-doc structure, API connections, preview, search and cache triggers
MeasureLinks between items intact, connected-tool tests passed, how up to date site search is and how well editors take to the system
B2B

Business-to-business (B2B) and professional services

Keep services, experts, proof, resources, industry pages and the links between long-form content, while simplifying the building blocks editors reuse.

FocusMap linking services to their proof, author and reviewer details, lead forms and matching web addresses
MeasureContent and proof moved, routes for good-quality leads still working, forms received and publishing routines passing their tests
Health

Healthcare and wellness

Control who reviewed content, medical review status, links between practitioners and locations, privacy-sensitive records and records you're required to keep.

FocusReviewer and approval statuses, practitioner and location content, data sensitivity labels and an audit archive
MeasureApproval statuses that match, missing reviewers, sensitive data problems and key customer journeys passing their tests
Regulated

Finance, insurance and legal

Keep the region each piece applies to, start dates, required notices, approval history, document versions and proof of record-keeping, without suggesting that this makes you legally compliant.

FocusModel for regions and versions, reviewer sign-off steps, archive and permission mapping
MeasureCurrent required notices all present, approval history kept, the right people having access, and open problems
Education

Education and training

Match up programs, courses, modules, teaching staff, locations, terms, deadlines, applications and LMS (online learning system) links across each publishing cycle.

FocusProgram structure, intake versions, teaching staff links, LMS and application systems that use the content
MeasureLinks between items intact, current intake details, delivery to connected tools and editors completing their tasks
Media

Publishers and media

Move large numbers of articles, authors, tags, series, usage rights, media, revisions, schedules, paywalls and subscriptions, with late changes copied in stages.

FocusHigh-volume API route, map of links between items, file usage rights, publishing routines and capturing late changes
MeasureSpeed of the move, missing history, links and files that match, publishing that carries on without a break and the rate of problem items
Marketplaces

Marketplaces and directories

Keep one main ID for each business or item, links between listings, moderation status, claims, category systems and the search tools that use them, across every place the data is stored.

FocusPlan for IDs and removing duplicates, moderation steps, search index and where accounts begin and end
MeasureDuplicate entries, links still to fix, moderation statuses that match and how up to date search is
Travel

Travel and hospitality

Keep properties, destinations, rooms, facilities, policies, language versions, seasonal versions and booking links intact across each region's website.

FocusProperty structure, language versions, media and links to the booking system
MeasureEach language version matching, missing media, accurate links and web addresses still working
Industrial

Industrial and manufacturing

Keep product families, specifications, documents, which parts fit together, certifications, distributors and regional links intact.

FocusProduct and specification model, document checksums (digital fingerprints), compatibility map and distributor links
MeasureRequired specifications all present, files intact, broken links and how accurately editors can work
Membership

Memberships and communities

Keep public CMS content separate from member accounts, access rights, profiles, members-only records, moderation and subscription status, which need a specialist migration.

FocusLine between public and members-only content, role and permission map, links to member accounts and record-keeping
MeasureMembers seeing the right content, content that matches, problems with links to member accounts and the support workload
Clear ownership

We build and check the migration. Your team owns the facts in your content and the platform decisions.

These columns separate what we deliver for the migration, what the new system depends on from other teams, and the rules, access, record-keeping and sign-off decisions that stay with you.

We do the work

The agreed content platform migration and the checks that prove it worked.

  • Check which platform fits and list everything in the old and new systems
  • Set out how content, fields, IDs, links between items, files and publishing routines map across
  • Build versioned export, conversion, loading and problem-handling steps
  • Set up content types, user roles, preview and the CMS connections you need in the new system
  • Check that data, page display, web addresses, connected tools and editor tasks match
  • Run late-change copies, the switch-over, monitoring, handover and checks before retiring the old system
We coordinate

The platform and specialist work that decides whether the move is complete.

  • Coordinate the new site's front end (what visitors see), templates, building blocks and preview
  • Coordinate site search, cache, automatic builds, APIs, webhooks and automations that use your content
  • Coordinate SEO, analytics, accessibility and keeping forms working
  • Coordinate reviewers for logins, security, privacy, record-keeping and legal matters
  • Coordinate the people who own edit freezes, approvals, training and support
  • Coordinate hosting, domains and the wider website switch-over when these are scoped separately
You review and sign off

Your team controls the facts in your content, the choice of platform and policy decisions.

  • Approve what the new system must do, features you accept losing and anything not being moved
  • Confirm what your content means, fixed choice lists, links between items and which sources are the official ones
  • Approve decisions on users, permissions, privacy, how long records are kept and legal holds
  • Provide access to the old and new systems, licenses, test logins and the owners of connected tools
  • Approve the rules for clashes, deletions, edit freezes, switching back and retiring the old system
  • Accept any problems still open and long-term ownership of the CMS and its connections
How it fits together

The new CMS has to work for your editors, your customers and every system connected to it.

Nine cards show how content travels from your old system into the new editing tool, and on to your websites, search, forms, analytics (visitor tracking) and long-term ownership.

Website and CMS Migrations

01
Platform choice and starting point

Why the move is needed, what the new system must support and a full list of your current content, publishing routines and how pages are delivered.

02
Content structure and ID agreement

Content types, fields, data types, checks, permanent IDs, links between items, language versions, statuses and ownership.

03
Converting formatted content and files

Converting meaning, embedded records, files, file details, usage rights, image sizes and removing any dependence on the old system.

04
A migration you can repeat

What each method covers, limits, loading order, versioned conversion rules, save points, retries and handling problem items.

05
New system setup and connected tools that match

Content types, user roles, preview, templates, site search, cache, webhooks, forms, analytics, web addresses and the search settings attached to them.

06
Matching checks, late changes and recovery

Counts, fields, links between items, files, sample pages, changes on the live site, clashes, the final sync and switching back.

07
Handover to editors and the old system

Testing by your team (UAT), guides, owners for connected tools, archives, closing access, record-keeping and proof before switching off.

08
Website Migration

A bigger move of a live site or platform that also covers the application, domain, online store and server responsibilities.

09
Hosting Migration

Moving to new servers or hosting while the content structure and the public site stay mostly the same.

The connected growth engine

Content strategy and rules

Provides the official meaning of content, content ownership, fixed choice lists, the content life cycle, record-keeping and approval decisions.

CMS and data engineering

Provides content structures, APIs, exports, conversions, IDs, links between items, batches, matching checks and recovery.

Front end and content delivery

Provides templates, building blocks, web addresses, preview, APIs, site search, cache and sign-off that connected tools get what they expect.

Editorial teams and logins

Provides user roles, publishing routines, single sign-on (SSO: one login for many systems), test tasks, edit freezes, training, support and long-term ownership.

Search, analytics and accessibility

Provides matching web addresses, page details, schema, tracking events, cookie consent, forms, well-structured pages and specialist tests.

Security, servers and suppliers

Provides test and live environments, logins, privacy, backups, platform limits, licenses, the switch-over and ending the old system's contracts.

One connected scope. Website and CMS Migrations is coordinated with the strategy, creative, experience, data and reporting it depends on, so responsibilities and handoffs stay visible in one written plan.

What to expect

First findings within days, then a switch-over only when the test run shows it's ready.

Mapping your content and checking which platform fits starts in days 1 to 3. After that, migration timing depends on how much data you have, how complex your content is, platform API limits, connected tools, how fast approvals come, periods when content can't be changed, proof that we can recover and busy times when your business can't risk a change.

Website and CMS migrations, from listing your content to the switch-over

Days 1–3

Choosing the platform and agreeing what "done" means

Confirm requirements, decide whether to stay or move, agree which content and connected tools are in scope, known losses and acceptable limits.

KPI Decide
Week 1

Agreement on content, IDs and the links between items

Map what each field means, checks, permanent IDs, links between items, fixed choice lists and changes to the new content structure.

KPI Map it
Weeks 1–2

Test run with realistic content

Run unusual and tricky content through checks on data, page display, web addresses, connected tools and editor tasks.

KPI Test run
Weeks 2–4

Web address, page display and role-based checks

Test redirects, search settings, templates, accessibility, connected tools and typical editor routines.

KPI Check it
Cutover window

Final changes and switch-over

Copy approved late changes, make the new system live, switch connected tools over and run quick live checks and customer journey tests.

KPI Launch
First 30 days

Close support, handover and the old system

Watch the live site closely, hand over ownership, and archive or retire the old systems only after you approve that the new one works on its own.

KPI Run it

Our full growth plan (all services together), month by month

Month 1

Foundation and review

We review your whole website, where you rank and your competitors, agree how the site should be organized, and set up hosting, analytics (visitor tracking) and your GoHighLevel lead system. The first agreed pages start going live.

KPI pages live
Month 2

Build and launch

The site is built or rebuilt. Main, service and industry pages go live with on-page SEO, website labels and technical fixes. Your Google Business Profile is improved and lead follow-up automations are switched on.

KPI pages in Google
Month 3

Early rankings, paid ads start

More pages built from templates (programmatic pages) start going live, paid ads and email follow-ups are switched on for early leads, and Google adds your pages to its results as the first rankings usually appear.

KPI search terms ranking
Month 4

Momentum builds

Rankings often start climbing, visits from free search begin to rise, ad spending is tuned to the return it brings (ROAS, return on ad spend), and groups of related articles and links from other sites build your reputation with Google.

KPI visits from search
Month 5

Results start to show

Main search terms can move closer to page one, the first leads from free search often arrive, AI tools may begin to mention you, and testing improvements to your pages (CRO, conversion rate optimization) helps more visitors get in touch.

KPI leads from search
Month 6

Growth builds on itself

Pages that are working are protected and improved, template pages bring in visitors searching for very specific terms, and SEO, ads, email and automation work together to bring steadier leads and sales. Timing varies by market and competition, and no ranking is guaranteed.

KPI leads and sales
How we compare

Compare a simple import job with a migration your business can sign off and actually run.

Softscotch links what your content means, how it is converted, how it appears on the new site, how editors use it, the live tools connected to it and retiring the old system, all in one scope with clear accountability.

The risk of using a different agency for everything
  • Chooses a new CMS from a feature list without proving it suits your editors
  • Treats an export file as a complete list of everything in the old system
  • Maps columns without rules for field type, checks or meaning
  • Lets new IDs created by the new system break authors, tags, parent pages and embedded items
  • Copies formatted text and file links without converting them or checking who owns the files
  • Runs a one-time import that can't restart safely after it partly fails
  • Accepts an "import complete" message instead of checking the old and new systems match
  • Ignores changes editors make on the live site between the main copy and launch
  • Tests records but not templates, preview, search, forms or editor tasks
  • Deletes or abandons the old system without checked archives and without cutting its remaining links
vs
Softscotch
  • Compares fixing, a mix of both and replacing against the requirements you can't do without
  • Lists records, content types, files, statuses, old versions, user roles, publishing routines and connected tools
  • Sets out clear agreements for content types, fields, checks, conversion and ownership
  • Keeps or maps permanent IDs and checks every required link between content items
  • Converts formatted content and moves files, file details, usage rights and every place they appear
  • Versions the migration rules, saves progress and sets aside problem items that can be retried
  • Checks counts, fields, IDs, links between items, files, statuses and sample pages all match
  • Captures late changes with clear rules for clashes, deletions, edit freezes and the final cut-off
  • Tests web addresses, page display, preview, accessibility, connected tools and real editor work by role
  • Proves the new system works on its own, archives can be restored, records are kept and access is closed before retiring the old one
The numbers

Results from Softscotch client work.

These totals come from work for Softscotch clients across search, paid ads, websites and lead generation, as published on softscotch.com. Past results don't guarantee future results.

$12M+Ad spend managed for clients
87,200+Leads generated for clients
2,140+Search terms ranked on Google's first page
$28M+Revenue generated for clients
Client case studies

All six Softscotch client stories.

Every Quick Story currently published on Softscotch.com, covering education, ecommerce, healthcare and SaaS. Stock photography represents each client industry; the figures are reported historical results and do not guarantee future performance.

Education consultant speaking with a prospective student Education Ads + local SEO
+183%leads

183% more leads for an education consultancy

WordPressQuora adsLocal SEO
The challenge

An education consulting business in India needed to build its digital presence and lead flow from scratch.

What changed
  • Built a new WordPress website
  • Used Quora ads to grow daily lead volume
  • Added Local SEO and community engagement
+183% leads25+ leads/day-38% bounce rate+273% new users
Bright modern home interior representing the home-solutions client Home solutions Shopify + SEO
+82%Shopify sales

Home-solutions ecommerce growth

ShopifyOrganic searchAmazon ads
The challenge

A home-solutions business was dependent on business-to-business (B2B) marketplaces, losing sales and recovering from a Google penalty.

What changed
  • Resolved the Google penalty
  • Revamped the website and online store
  • Improved organic visibility and Amazon campaign performance
+82% Shopify sales+147% organic+23% Amazon ROAS
Mother and baby representing the lactation-consultant client Health consultant $20/day
5/daybooked calls

Five booked calls a day for a health consultant

Facebook adsGoogle AdsLocal SEO
The challenge

A Houston lactation consultant needed to recover a malware-damaged website and rebuild local patient acquisition.

What changed
  • Rebuilt the hacked site and migrated it to secure hosting
  • Ran targeted Facebook and Google campaigns
  • Reached top-three local Google positions
5 calls/day$20 daily spend+87% local traffic+34% new users
Ecommerce owner preparing customer orders beside a laptop Ecommerce 10 months
+315%organic traffic

315% organic growth for an ecommerce site

Content strategyOn-page SEO
The result

Softscotch reports a 315% increase in ecommerce organic traffic over 10 months through focused on-page SEO.

What changed
  • Optimized product and collection pages
  • Improved the links between pages and the page addresses (URLs)
  • Made the site easier for Google to explore and better matched to what people search for
+315% organic10 monthsProductsCollections
SaaS team reviewing campaign data around a laptop SaaS platform Cold outreach
16%reply rate

9% close rate for a transcription SaaS

ProspectingSMTP
The challenge

A transcription platform needed a qualified prospect list and a reliable email-sending setup for outreach we managed.

What changed
  • Built a comprehensive prospecting list
  • Managed the cold outreach campaigns
  • Set up reliable email-sending servers (SMTP)
9% close rate16% reply rateSaaSManaged outreach
Healthcare professional consulting with a patient Healthcare 6 months
+182%organic traffic

182% organic growth for a healthcare clinic

HealthcareOn-page SEOOff-page SEO
The challenge

A clinic in a competitive location needed to build organic search visibility from the ground up.

What changed
  • Built the clinic's foundation for unpaid (organic) Google search
  • Combined on-page and off-page SEO
  • Reached top-five positions in Google Search
+182% organic6 monthsTop 5 Google
01 / 06
In their words

Teams that stopped leaving clicks on the table.

★★★★★

"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."

IM
Imtiyaz MominHairareus
★★★★★

"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."

AP
Aaron PaulsonBaby Pavilion
★★★★★

"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."

TM
Tabassum MithaniTRS Care
★★★★★

"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."

SH
Safiya HafiziSimply Lactation
★★★★★

"Softscotch is a great team to work with: transparent, reliable and genuinely invested in the growth of your company. They are good partners to have by your side."

MJ
Malvika JainCyclop
★★★★★

"The Softscotch team has been a solid partner as our business evolved over the last five years. Unlike most agencies, they have never charged us for work that falls outside the agreement. That is what sets them apart."

IM
Imtiyaz MominHairareus
★★★★★

"Without their knowledge, we would be in a very different place than we are now. Whenever they find something that can be improved, they implement it quickly. I could not be happier with their performance and response time."

AP
Aaron PaulsonBaby Pavilion
★★★★★

"Softscotch goes above and beyond the scope. The time, effort and dedication they put in is like having your own in-house marketing team. They are not just another marketing company."

TM
Tabassum MithaniTRS Care
★★★★★

"We are extremely happy with Softscotch, such an attentive team. No project is too small, and they give their 100%. We are extremely satisfied with their work."

SH
Safiya HafiziSimply Lactation
No black box

You'll always know exactly what we changed.

Plenty of agencies go quiet after the audit and you never quite know what you're paying for. We do the opposite. You get a live view of every change and what it moved, in plain language you can act on.

Your delivery, at a glanceSample
Changes shipped12
Pages reviewed28
StartMidpointNow
Delivery activity✓ Up to date
HTML mockupExplore mockup ↗

Live client dashboard

Every change, score and ranking in one place you can open any time, not a monthly PDF you wait around for.

This week, explainedSample
✓Titles updated
Ready for your review
SSSoftscotch weekly update
0:00
2:00
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Weekly video summary

A short screen-recorded video (Loom) each week walking you through exactly what shipped and what it moved, so nothing is a mystery.

The change is clearSample

Before

Titles30 / 100
Structure42 / 100
Content28 / 100

After

Titles84 / 100
Structure79 / 100
Content90 / 100
Same page. Reviewed changes.
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Before/after score per page

See the exact lift on every page we touch, not a vague "it's improving" you have to take on faith.

Your weekly reportSample
01
What shipped

Approved page updates are live.

02
What we learned

Product details need a review.

03
What happens next

Confirm the next priority pages.

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Plain-English reporting

Clicks, rankings and revenue, explained in words you can act on, instead of a wall of charts about how often you were seen (impression charts.

Your data. Your view.Sample
Organic search
StartMidpointNow
Sample report preview↗
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Reports on demand

Ask for any cut of the data whenever you need it and get it, no waiting for the end of the month.

Every step, visibleSample
  1. ✓
    Proposed

    Softscotch prepares the change.

  2. ✓
    Approved

    Your team gives the go-ahead.

  3. ✓
    Published

    Checked live and recorded.

HTML mockupExplore mockup ↗

Ethical, transparent, always on

One accountable team, strictly white-hat (only methods search engines and platforms allow), no shortcuts and no surprises. Support whenever you need it.

One plan, full-stack access

One Softscotch plan gives you access to the full service stack, coordinated around your priorities.

You do not need a separate agency or retainer for every channel. Your plan can draw from search, paid media, web, ecommerce, outreach, automation, lead generation, messaging, content, creative and operations. The agreed scope sets what is active, in what order and at what capacity.

Pricing approach

One price for everything, not a stack of separate retainers.

You get one price for your whole marketing, not a separate retainer for every service. SEO, paid ads, your website, automations, cold email and newsletters, we run all of it as a single scope, so you get the most result for what you pay. Agencies sell each of these on its own, so the invoice climbs whether or not that line drives a single lead.

Bought separately, service by service

A different agency or retainer for each service. The bill stacks up fast, and keeps climbing whether or not each one moves a single lead.

SEO (technical, on-page, content)$2,000–3,500/mo
Local SEO+$750–1,500/mo
Programmatic SEO+$1,000–2,500/mo
CRO & landing pages+$2,000–3,500/mo
Paid ads (Google & Meta)+$2,500–4,000/mo
Marketing automations+$1,500–3,000/mo
Cold email outreach+$1,500–2,500/mo
Email marketing & newsletters+$750–1,500/mo
Website management & care+$750–1,500/mo
WordPress build & setup+$2,500–6,000 once
10 separate services$12,750–23,500/mo

Plus the one-off build, and a fresh contract, kickoff and onboarding delay for every new service you add.

All of it, one scope

We run your whole marketing as one engagement, so you get the most result for what you pay, not a pile of disconnected invoices.

  • SEO: technical, on-page, content, local and AI search
  • Template-built pages (programmatic SEO), links from other websites (backlinks) and authority
  • CRO and landing pages
  • Paid ads across Google and Meta
  • Automations, cold email and newsletters
  • WordPress build, setup and ongoing care
  • One team, one roadmap and one point of contact
  • Reporting tied to qualified leads and revenue
Everything above. One flat monthly fee.A fraction of the cost of the stack on the left
Plus free access to our own platforms
Post InstantlyVerified WidgetsTrending FunnelsBrands for CreatorsDarnItSEOGoHighLevel

Priced to your site after the audit. No sticker price, and no per-service creep.

What shapes your quote
Site sizePage count, templates and how much of the site actually needs work.
Market competitionHow hard the terms you want to win are, and who you are up against.
Content needsHow much new writing, rewriting and production the plan calls for.
Build complexityYour website platform (CMS, the system you edit your site in), your other tools and how involved the changes are to make.
Final pricing comes after the audit, once we have seen the four things above on your actual site. You get a written scope and a fixed quote before any work begins: no lock-in, no surprise line items, and no upfront number that ignores your market.
Request a custom scope
Questions, answered

Questions to settle before you approve a CMS migration.

Use these answers to check the scope, whether the platform fits, timing, who does what, costs, what may be lost in the move and the proof you should expect before launch.

Filter
What is included in a CMS migration?

After we review your setup, the work can include checking which platform fits, a list of everything in the old and new systems, mapping content types and fields, IDs and links between items, formatted content and files, users, roles, access and publishing routines, a migration built in versions, keeping web addresses and connected tools working, checking old and new match, copying late changes, the switch-over, testing by your editors (UAT) and retiring the old system.

How do you choose the right CMS to move to?

We compare editor tasks, how content is organized, translation and regional needs, publishing routines, user roles, security, connected tools, preview, the sites and apps that use the content, scale, platform limits, running costs and migration effort. We also compare fixing the system you have now. A popular platform is not automatically the right choice for you.

How do you map content fields between different CMS platforms?

Each content type and field gets an old and new data type, a rule on whether it holds one value or many, whether it's required, checks, a default value, a fixed list of choices, a conversion rule, an owner and a planned use in the new system. Broken old values and fields that only the new system requires get clear conversion or problem-handling rules.

What happens to IDs and the links between pieces of content?

We set permanent IDs from the old system and either keep them or maintain a lasting map from old IDs to new ones. Linked records, parent pages, authors, tags and embedded items are loaded in a safe order and checked. Items that link to each other in a loop, or links the new system doesn't support, get a documented alternative.

Can rich text, HTML, shortcodes and embedded components be migrated?

Usually, but not by blind copying. We read the structure of the old content, convert the formatting and meaning the new system supports, map embedded items and set aside any code that is unsupported or unsafe. Some systems clean up HTML (web page code) automatically or can't show certain old building blocks, so some items may need new building blocks or a manual review.

How do you migrate images and files?

We create a full list of files, transfer the files you own, check them with checksums (digital fingerprints that prove a file copied exactly), map image descriptions (alt text), captions, usage rights and other required details, and test every place they appear and the sizes the new system creates. A link to a file still stored on the old platform, sitting in a spreadsheet, is not treated as a backup of that file.

Will drafts, schedules, versions and author history be preserved?

It depends on both platforms and how content is exported. We map active statuses and publishing routines and keep whatever the new system supports. Some exports leave out version history, schedules, tasks, memberships or original authors. Anything that changes or is lost is written down and approved by you before the switch-over.

Can you migrate content in several languages or for several regions?

Yes, when it's mapped separately. We set the default language, backup languages, how translations are linked, regional versions, publishing status, web addresses and hreflang tags (which tell Google which language or country version to show) where you use them, then check each language. Platform rules for languages and exports can stop a simple one-to-one transfer.

What happens to CMS users, roles and permissions?

We match each person's tasks to roles in the new system, giving only the access each person needs, recreate users or single sign-on (SSO) groups through approved routes, and test creating, editing, approving, publishing and admin tasks. Passwords, memberships and audit history often can't be copied across directly.

How do you check that all of our content migrated correctly?

We compare the old and new systems: counts, permanent IDs, required fields, fixed choice lists, links between items, files, checksums, statuses, languages, web addresses and sample pages. Every unexplained difference stays on a list of problem items, with an owner and a sign-off status.

How do you handle API limits and very large migrations?

We choose spreadsheet (CSV), database, API or a mix for each content type, and set page-by-page fetching, batches, order, parallel jobs, retries and waiting times between attempts. Runs use save points and permanent IDs, so they can restart or be repeated safely where the platform allows it. A full-size test run tells us how long the switch-over window needs to be.

What is a delta migration?

A delta migration copies the approved changes made in the old system after the main copy was taken. We decide how changes are spotted, which version wins in a clash, how deletions are handled and when the final edit freeze starts, then run and check the delta and sign off the final cut-off. Timestamps or "last copied" markers need extra checks for deletions and anything unusual.

How do you protect SEO during a CMS migration?

We list your valuable web addresses, map each one to the right new page, set up suitable direct permanent redirects (301s), and update internal links, canonical tags, hreflang tags where used, schema, robots rules (instructions for search engine bots) and sitemaps, then watch Google Search Console. We can't guarantee that rankings won't go up and down for a while after a big move.

Can you roll back a CMS migration?

Before launch, we agree the state we'd return to, how we'd get back there and the point at which we'd switch back, and we test it where the platform allows. Environment shortcuts or snapshots (saved copies of the whole system) can make recovery faster, but switching back may not undo content already sent to caches, search indexes, webhooks or outside systems.

Does CMS migration include a new website design or front-end build?

Not automatically. CMS migration covers how content is structured, your records, publishing routines and the agreements with the tools that deliver content. A new theme, front end, website redesign or wider application move is scoped separately, or clearly combined in your proposal.

When can the old CMS be shut down?

Only after the records, files, web addresses, page display, connected tools and editor work in the new system are accepted, the required archives and proof of record-keeping exist, nothing still loads files or data from the old system, and there are approved steps for closing access, connections and contracts.

How long does a CMS migration take?

Checking which platform fits and mapping your content can begin in days 1 to 3. The switch-over date is only set after a realistic test run, and depends on access, the number of records and fields, links between items, formatted text, files, languages, publishing routines, users, platform API limits, connected tools, late changes, the number of problem items and how fast approvals come.

How is CMS migration priced?

Your price follows the data and delivery work found in our review: platforms, records, content types, fields, links between items, files, languages, publishing routines, APIs, setting up the new system, connected tools, matching checks, the switch-over, specialist work and retiring the old system. Your proposal states what we deliver, our assumptions, what is not included, timing and the fee.