Is your firm ready to move to Intapp Cloud? Many of the legal and professional services end up deciding to migrate to Intapp Cloud without knowing the current standard of their operations and workflows. While cloud migration has numerous advantages, just jumping without a clear plan can be costly and disruptive. That’s where Cloud Readiness Assessment steps in. It acts as a checklist before migrating to evaluate your current IT environment, identify gaps in systems, processes, and resources, and ensure a successful migration.

Whether you are planning to move Intapp DealCloud, Intapp Time, or the whole operations to the cloud, CRA assists you in avoiding any surprises to minimize downtime and migrate with future-ready solutions. 

This blog will help you understand what a Cloud Readiness Assessment in Intapp is, why it matters, provide a step-by-step approach, and outline the benefits of this assessment before migration. 

What is CRA in Intapp?

The Cloud Readiness Assessment (CRA) in Intapp is a built-in diagnostic tool designed to evaluate your on-premise environment and ensure a successful migration to Intapp Cloud. This tool runs within the Intapp web applications and provides a comprehensive report on the complexity, effort, and potential cost required for migration. 

CRA is not limited to assessing infrastructure; it also evaluates the transition readiness of various components, such as query integrations to data sets, to ensure the successful migration of data and integrations without any failures. Legal firms gain a thorough understanding of the readiness of their existing environment and determine which migration approach is best – lift and shift or parallel run and gradual system migration. 

The tool generates a detailed report and allows you to download and share across different teams. Moreover, you can run multiple assessments on the same day. 

Why does CRA matter?

A Cloud Readiness Assessment ensures that you enter the migration process prepared. Professional services and legal firms can identify whether the existing systems, integrations, and data are in a state of seamless transition. It identifies potential technical dependencies, incompatible configurations, or integration challenges that could impact migration if not addressed earlier.

1. Visibility into Effort and Complexity

CRA provides a clear view of what it takes to migrate your systems, data, and integrations to Intapp Cloud. From legacy system dependencies to data model complexities, the assessment brings these areas into the light that could otherwise be overlooked, setting realistic expectations for migration. 

2. Early Detection of Risks and Gaps

Many law firms discover too late that their current configurations, integrations, or custom scripts aren’t cloud-compatible. CRA identifies these risks upfront, so you can mitigate them proactively rather than facing issues after migration.

3. Recommendations for Optimization Before Cloud Move

CRA doesn’t just highlight what’s wrong—it also recommends what to improve. Whether it’s simplifying overly complex integrations or upgrading outdated modules, the assessment offers guidance to streamline your environment for a cleaner, more efficient cloud transition.

4. Support for Informed Budgeting and Resource Planning

By revealing the full scope of the migration effort, CRA enables more accurate cost forecasting and informed staffing decisions. You’ll be able to allocate budgets accurately, plan your internal team’s involvement, and evaluate whether external support is needed.

5. Structured Roadmap Aligned with Intapp Cloud Architecture

CRA outputs a detailed migration blueprint that aligns with Intapp’s platform requirements. This ensures that your move is not only technically sound but also compliant with Intapp’s best practices, setting you up for long-term success on the cloud.

Technical Parameters Analysed by CRA

Evaluate the technical state of your on-premises environment to establish a structured path to transitioning to the cloud. The CRA process of Intapp is automated, detailed, and designed to analyse the incompatibilities and workload complexities earlier. 

1. Access the Cloud Readiness Tool

Find the CRA in Administration > System > Assessment to use the built-in CRA tool without needing external scripts or configurations. Initiate an automated diagnostic scan of your system.

2. Generate the Assessment Report

When you generate the assessment, it immediately scans your intake environment and compiles all relevant technical data into a downloadable format. 

3. Review the Multi-Sheet Assessment Report

CRA produces eight key sheets that capture different aspects of your configuration and potential blockers for cloud readiness. Here is what the multi-assessment  report covers:

• Configuration
• Custom and Deprecated Tables
• Internal Query Integrations
• External Query Integrations
• Integration Builder Integrations
• Query Integrations
• SQL Functions
• Volumetrics

4. Download and Save Reports

Download all the generated reports with unique identities to prevent any accidental overwrites and retain snapshots across the assessment.

5. Analyze Findings and Prepare Action Plan

Review all eight sheets and identify which tables require refactoring, which integrations should be mitigated, redesigned, or retired, and which data volumes necessitate migration planning. 

6. Remediate Issues Pre-Migration

Remediate all issues before moving to Intapp Cloud, based on the CRA findings, such as replacing deprecated tables with Virtual Tables, converting query integrations to Data Sets etc. 

7. Enable Memorialization (If Needed)

Legal firms or professional services that rely on historical form data and legacy request views can utilize Intapp’s Form Answer Memorialization Utility. 

8. Test, Validate and Proceed to Migration

After completing the remediation, it’s recommended to run a dry migration in a staging environment using your final CRA outputs. 

How does CRA help in a Successful Migration to Intapp Cloud?

Moving to Intapp Cloud without a proper readiness check is like building on unstable ground. A Cloud Readiness Assessment (CRA) provides the structure, insight, and foresight needed to ensure a seamless transition. It scans your entire Intake environment, identifies what’s cloud-ready, and flags what’s not, before any migration work begins.

Here’s how CRA contributes to a successful migration:

1. Highlights Compatibility Issues

CRA identifies deprecated or custom tables, outdated SQL functions, and configurations that are not compatible with the cloud, so you can proactively resolve all these issues. 

2. Maps and Modernize Integrations

It flags internal and external query integrations that need to be converted to Data Sets or APIs, ensuring cloud-native compatibility across workflows and forms.

3. Quantifies Migration Scope

The tool evaluates data volumes, table usage, and integration points, helping teams estimate migration effort and allocate the right resources.

4. Uncovers Hidden Gaps and Risks

Surfacing roadblocks like the use of Integration Builder tools, unused tables, or hardcoded dependencies to reduce delays, prevent surprises, and facilitate migration with zero downtime.

Benefits of Cloud Readiness Assessment

Check out the benefits of CRA before migration:

• Reduces Migration Risks

  CRA reduces migration risks by identifying technical debt and incompatibilities between existing on-premises systems to minimize mid-migration issues, ensuring a more stable cutover.

• Saves Cost and Time

  Eliminates guesswork, uncovers areas for optimization, lowers infrastructure costs, and reduces license costs after migration.

• Improves Migration Speed

  Execute the migration process more quickly with clear remediation steps, prioritized action items, and proactive resolution of all pre-migration issues.
  

• Protects Data Integrity and Workflows

  Protects data integrity by ensuring all essential query integrations and forms are cloud-compatible, preserving data accuracy and maintaining operational continuity post-migration.

• Aligns Architecture with Intapp Best Practices

  By removing or modernizing non-compliant components, CRA aligns with the latest features and design standards of Intapp Cloud.
  

• Facilitates Better Collaboration and Decision Making

  By sharing the report generated by CRA across teams, such as IT, compliance, and leadership, you can bring all teams together and enable informed decisions. 

How does NeosAlpha help with Successful CRA?

We not only help you run Cloud Readiness Assessment in Intapp but also ensure that you have a successful migration to Intapp Cloud with zero downtime and minimal disruption. Boomi lies at the core of Intapp, and as a Boomi Partner, we bring our expertise in cloud migration, data transformation, and integration architecture. 

Our approach goes beyond simply downloading the CRA report. We help firms:

1. Interpret and Act on CRA Findings with Expert Insight

As a Boomi and Intapp partner, we decode the CRA report, identifying the hidden gaps in configurations, legacy integrations, and incompatible data to ensure nothing goes unnoticed in the pre-migration checklist.

2. Map Legacy Query OpenDB to Cloud-Native Intapp CDS

Our Intapp Integration Services (IIS) experts re-architect internal and external query integrations using Boomi for seamless compatibility with Intapp Cloud, replacing outdated flows with scalable, API-driven solutions.

3. Create a Tailored Migration Plan

We create a tailored migration plan by analysing the CRA outputs. Our Intapp experts design a step-by-step migration roadmap to clean data and realign workflows.

4. Deliver End-to-End Migration and Integration Report

We don’t leave you with the migration; we offer post-migration support through our Intapp and Boomi teams to ensure your business operations are running smoothly on Intapp Cloud.

Conclusion

Migration to Intapp Cloud should be planned strategically with an understanding of existing on-premise systems and the cloud. On the Intapp platform, the Cloud Readiness Assessment (CRA) is not just a pre-migration formality, but a strategic move. From identifying hidden gaps to modernizing legacy workflows, CRA reduces the risk of migration failure to Intapp Cloud. 

We combine our deep expertise in Intapp and Boomi to ensure a seamless transition with zero downtime and minimal disruption. With guided assessments, tailored action plans, and hands-on integration support, our team builds a future-ready solution for your business. 

Frequently Asked Questions

1. Why is a readiness assessment essential before migrating to Intapp Cloud?

Cloud Readiness Assessment in Intapp identifies potential issues, such as outdated integrations, unsupported configurations, or large data volumes, before they negatively impact the migration. This assessment ensures that your systems, data, and workflows are compatible with Intapp Cloud, facilitating a successful migration. 

2. What does a Cloud Readiness Assessment typically cover?

CRA for migration covers eight areas, including configuration, deprecated tables, internal and external integrations, volumetrics, and more. It highlights which components are ready for the cloud and which need to be redesigned. This comprehensive report, generated by CRA, serves as a blueprint for a smoother migration.

3. How long does a Cloud Readiness Assessment take?

CRA generates the report within minutes, but interpreting the results might take longer. However, the duration depends on the size and complexity of your environment, which can range from a few days to several weeks. 

4. How does a readiness assessment accelerate cloud migration?

By identifying all incompatible and outdated components before migration, it is possible to update every file and system for the cloud environment quickly. With this analysis, teams can execute migration tasks in a structured and agile manner, avoiding any mid-project surprises. 

5. Can CRA help us reduce cloud migration costs?

Yes, Cloud Readiness does reduce migration costs by identifying redundant data, unused integrations, and technical debt that can be eliminated before migration. This proactive and right-sizing approach not only reduces cloud infrastructure and storage costs but also minimizes development and testing efforts.