Skip to main content

Deciding whether to migrate

Migrating a documentation platform costs a quarter of somebody's attention at minimum, and the output looks, to most of the company, like the same pages at the same URLs. Decide deliberately. This page gives you the signals that justify the work, the ones that only look like they do, and a way to price the alternative honestly.

When is a documentation migration worth doing?

A migration is worth doing when the platform is now blocking work you need to do anyway, and the block is structural rather than a missing feature on a roadmap. Five signals, in rough order of how strongly they predict that a migration pays for itself:

  1. You cannot get your content out in a usable form. Export produces nested HTML with inline styles, or a proprietary JSON blob, or nothing. Every quarter you stay, the export gets larger and the conversion cost grows.
  2. Engineers will not write in it. If the people who know how the product works refuse to open the editor, documentation accuracy is capped at what non-engineers can infer. A tool that lives in the same pull request as the code change removes that cap.
  3. Review is not real. No diff, no required approval, no history you can attribute. "Who changed this and why" should take fifteen seconds to answer.
  4. Publishing is manual and therefore late. Release notes go out the day after release because a person has to click publish.
  5. Cost scales with editors, not with value. Per-seat pricing makes the correct behaviour — more contributors — the expensive one.

Two signals that look decisive and usually are not: search quality, and appearance. Bad search is more often bad information architecture than a bad search engine, and you will find that out the hard way when you rebuild on a new platform and search is still bad. Appearance is a theme, and every platform has one.

What does staying actually cost?

Price the status quo before you price the migration, over the same horizon — three years is a fair window. Fill this in with your own numbers; do not estimate the rows you can measure.

Cost lineHow to measure it
Licence and seatsCurrent annual invoice, plus the vendor's published uplift, plus seats you would add if seats were free
Editor time lost to the toolAsk three authors to time one typical page edit end to end
Engineer time not contributedCount code PRs that shipped with no docs change and should not have
Late or missing release notesCount releases in the last two quarters with no docs update within a week
Support deflection you are not gettingTickets whose answer already exists in docs but was not findable
Exit cost, deferredContent volume today versus twelve months from now, at your current growth rate

The last row is the one that changes decisions. Migration cost is roughly linear in page count and content complexity. If the documentation set is growing 30% a year, waiting a year makes the same project meaningfully larger while delivering nothing in the meantime.

What makes a migration go badly?

Four failure modes account for most of it.

Lift and shift. The content moves, the structure does not, and six months later the new platform has the same navigation problem plus a new toolchain nobody knows. If you are not going to redesign the information architecture, the migration is a format change and should be scoped and sold as one.

No redirect plan. Old URLs are in support macros, in-product help links, Stack Overflow answers, customer bookmarks and Google's index. Breaking them is the one migration mistake that is visible to customers on day one. See redirect mapping before you commit to a URL structure.

A pipeline only one person can run. If the build works on one laptop and nowhere else, the migration has traded a vendor for a bus factor of one. Everything must run in CI from a clean checkout.

No owner after launch. Documentation decays at the rate the product changes. A migration without an ownership model buys you a clean site that starts drifting the week after launch.

When should you not migrate?

Do not migrate if the documentation set is small, stable and served fine by the current tool — under about fifty pages that change a few times a year, the platform is not your constraint. Do not migrate three months before a major product launch; you will be asked to freeze mid-cutover and the frozen state is the worst of both worlds. Do not migrate to escape a content problem: if the pages are wrong, they will be wrong in Markdown, and you should rewrite them first or as part of the same pass, on purpose, with time budgeted.

Also do not migrate because a competitor's docs look better. Look at their information architecture instead, and copy that. It is free.

A decision you can defend

Write the decision down in one page before you ask anyone to fund it: the signals you observed, the three-year cost of staying, the scope you propose, the risks, and the explicit "we are not doing X" list. If you cannot fill the signals section with observations rather than opinions, you are not ready — go build the content inventory first, because it turns opinions into counts.

When the decision is yes, the next questions are how big the work is and in what order it happens. That is scoping and sequencing. If you need the decision ratified by people who do not read documentation, go to getting stakeholder buy-in.