The Marina Software Buyer's Guide

Boats in a marina
17
Part Five · Migration All chapters

Planning the Switch

What a realistic migration actually looks like, and how to time it so you don't lose a season

The vendor is chosen. Now comes the part that decides whether the whole decision feels like a win or a disaster: actually switching. Most migration pain traces back to two mistakes made before any data moves, believing an unrealistic timeline, and starting too late in the year. This chapter fixes both.

Three weeks is a fantasy

When a vendor promises a three-week implementation, one of two things is true. Either they're overpromising to close the deal, or they've systematized a fast setup that works beautifully for a generic marina and not at all for your specific data and workflows. Neither one helps you.

A realistic marina software migration is eight to twelve weeks of active work. You saw this figure first in Chapter 1, Question 4. This is the full version: what those weeks actually contain, and how to place them on the calendar so the hard part lands in your off-season instead of your opening week.

A phased migration plan on a calendar, with the cutover sitting comfortably before opening day, not on top of it

A three-week implementation isn't a fast migration. It's a slow problem you haven't met yet.

Four phases, start to finish

The four phases

Active migration work breaks into four phases. The durations overlap in practice, but the sequence doesn't change, and skipping a phase just moves its pain to opening day.

PhaseDurationWhat happens, and what success looks like
Data audit and cleanup2 to 3 weeksYou find and fix the mess in your current data before it moves: duplicate customers, dead slips, stale balances. Success is a clean, agreed source of truth ready to import.
Configuration and import2 to 3 weeksThe vendor sets up your marina in the new system and imports your data. Success is your slips, rates, contracts, and history showing up correctly, checked against the old system.
Training and parallel run2 to 4 weeksStaff learn the software while you run both systems side by side on real transactions. Success is your team completing real workflows without a cheat sheet, and the two systems agreeing.
Cutover and post-launch2 weeksYou go live on the new system and the old one is retired, with the vendor on standby for the inevitable first-week questions. Success is a normal week that just happens to be on new software.

Notice the division of labor. The audit and cleanup is mostly yours, because only you know which records are real. Configuration and import is mostly the vendor's. Training and the parallel run are shared, and they're the phase operators most often cut short, which is exactly why they're the phase that most often causes trouble.

Count backward, not forward

Work backward from your peak

The most important scheduling decision isn't when you start. It's when you must be finished, and you get there by counting backward from your peak season, not forward from today.

Counting backward (spring-peak example)

Opening day is roughly April 1. Work back from there:

Opening day → leave a 6-week buffer → be live by mid-February

Live mid-February → subtract 8 to 12 weeks of work → start by mid-to-late November

Which means the vendor decision and contract need to be done in the fall. A spring-peak operator who starts migrating in the new year is already behind before the first record moves.

The six-week buffer is the part operators skip and regret. Being live by the end of February gives you room for the system to settle and for the small surprises to surface while it's quiet. Cut over in March instead and you'll be training staff and chasing bugs the week before opening, the single worst time to be doing either.

What breaks a migration

Where it goes wrong

Migrations rarely fail for exotic reasons. They fail for the same handful of preventable ones, almost all of them a version of rushing.

  • Dirty data moved as-is. Skip the cleanup and you import every duplicate and error into a shiny new system. Garbage in, garbage live.
  • Configuration scope creep. Trying to redesign every workflow during setup stretches the phase indefinitely. Migrate first, optimize later.
  • The parallel run gets skipped. Going live without running both systems side by side means discovering the gaps with real customers watching.
  • Cutover too close to peak. No buffer means every hiccup lands during your busiest, least forgiving weeks.
  • Undertrained staff. Software the team hasn't practiced on is slower than the old system on day one, which is how good tools get blamed for bad rollouts.
Red flag

If a vendor won't give you a written, phased implementation plan with dates, that includes data migration, configuration, training, parallel running, and post-cutover support, they won't manage one after you've signed either. The plan is the product working before the product does.

Put dates on it

Build your timeline

Turn all of this into real dates for your operation. The generator works backward from your peak, sizes each phase to your data and staff, and hands you a plan with deadlines rather than good intentions.

Interactive · Coming soon

Migration timeline generator

Enter your peak season start and end, how complex your current data is, and how much training capacity your staff has. Get a phased plan with specific dates, counted backward from opening day, so you know the last responsible moment to start and the target date for going live.

The phases, in depth

Each phase gets its own chapter next: Chapter 18 on data migration, Chapter 19 on training and change management, and Chapter 20 on the first ninety days after go-live.

Takeaway

Plan for eight to twelve weeks of real work, not three, and count backward from your peak with a six-week buffer built in. A migration that finishes before opening day is invisible. One that finishes on opening day is the story everyone remembers.

Start with the data
Next: Chapter 18

Data migration: the part nobody talks about until it goes wrong

The first phase, up close. What actually moves, what quietly gets left behind, and how to make sure your history arrives intact instead of as a pile of broken records.

Read Chapter 18 →

References and further reading

  • Sharper MMS, Map the Switch Migration Assessment, a quick readiness check for operators planning a switch.
  • Association of Marina Industries (AMI), industry research and benchmark data. marinaassociation.org
  • Storable Marine, AMI, and Marina Dock Age, Navigating the Numbers: 2026 Marina Operator Insights & Technology Automation