UnionActive Migration Checklist
Plan what needs to move, what should change, and what your union needs from a modern replacement path.
A UnionActive migration should not be treated as a simple website copy job.
Before replacing a legacy setup, review website content, member workflows, files, forms, email, payments, job calls, grievances, mobile needs, redirects, and support ownership.
Migration checklist
| Area | What to confirm |
|---|---|
| Website content | Which pages, news posts, calendars, menus, files, and images should move or be rewritten? |
| Members and access | What member login, registration, profile, or private resource workflows need to continue? |
| Forms | Which public and member forms exist, where do submissions go, and what fields must be preserved? |
| Files and documents | Which contracts, meeting minutes, bylaws, forms, newsletters, and benefit documents need new homes? |
| Email and domains | Who controls DNS, email records, SSL, registrar access, and hosting changes? |
| Payments and stores | Are online dues, event payments, store items, or transaction records involved? |
| Dispatch and job calls | Do job calls, out-of-work lists, referral records, or contractor requests need replacement workflows? |
| Grievances | Do grievance records, case notes, reminders, or files need to be moved or rebuilt? |
| Redirects | Which old URLs should point to new pages to protect members and search traffic? |
| Support ownership | Who updates content, handles urgent requests, and supports the system after launch? |
Migration questions for vendors
Use it before the demo
- What can be exported cleanly, and what has to be rebuilt manually?
- How do you protect redirects, forms, files, DNS, and email during launch?
- Can the replacement handle member records, portals, dispatch, grievances, payments, and communications if we need more than a website?
- What does training look like for officers, staff, and content editors?
- What happens if we need changes after the site is live?
Where Union Impact fits
Connected Union Impact paths
- UnionActive Alternative – Compare UnionActive replacement options.
- UnionActive Support Alternatives – Review support and ownership questions.
- Union Website Platform Alternative – Compare modern platform replacement paths.
- Website Design and Hosting – Plan the website migration path.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.
Keep the worksheet tied to real work
Use current workflows
The strongest answers come from the forms, spreadsheets, reports, files, and member requests your team handles today.
Bring real examples to the demo so the review stays grounded in daily union operations.
Route the request clearly
Choose software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet in the form.
That helps Union Impact route the request to the right review path after submission.
UnionActive Migration Checklist for practical union planning.
Built for staff, officers, and decision makers
Turn planning notes into a focused Union Impact review
What your team should leave with
Clearer requirements
A useful tool should help your team list current workflows, missing information, ownership questions, and next actions.
That gives officers and staff a cleaner way to compare vendors, scope a project, or prepare for migration.
- Current workflow and pain points.
- Required forms, reports, files, and access rules.
- Launch, migration, or support questions.
- Recommended next step for a focused demo or review.
Better vendor conversations
The goal is not to make the checklist complicated. The goal is to make the sales call more useful.
If your union can explain what has to work on day one, the demo can focus on fit instead of generic features.
UnionActive Migration Checklist Building Blocks
Content move
Keeps public pages and files organized.
Workflow review
Identifies forms, payments, dispatch, grievances, and portals.
Launch control
Protects DNS, SSL, redirects, hosting, and email records.
Training
Plans staff handoff before launch.
Support
Clarifies who handles updates after launch.
Ownership
Keeps data and access questions visible.
After you submit
Request routing
Your request is routed by the request type selected in the form: software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet.
Add short notes about your current system, current website, pain points, timeline, and the decision you need to make.
Focused follow-up
Union Impact can use the worksheet details to focus the next conversation around the right modules, website scope, migration path, support needs, or competitor comparison.
Do not paste passwords into the form. Secure access sharing should happen through a separate follow-up path.
Migration planning note
Decision support
A good migration plan separates content migration, workflow replacement, technical launch, and staff training.
That makes it easier to decide whether the union needs a website rebuild, a full operations platform, or a phased replacement path.
Next step
Use the form on this page to send the request type that fits best. If you are not sure, choose not sure yet and describe the workflow you want to improve.
The most useful submissions include current tools, current pain points, required forms or reports, and the decision your team needs to make.
Related next steps
- UnionActive Alternative – Compare UnionActive replacement options.
- UnionActive Support Alternatives – Review support and ownership questions.
- Union Website Platform Alternative – Compare modern platform replacement paths.
- Website Design and Hosting – Plan the website migration path.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.