7 Steps to Success: Expert Tips to Simplify Your IT Automation Migration

Replacing a workload automation platform is one of the highest-risk IT projects an organization can undertake. The tool is embedded in every process — data pipelines, compliance workflows, application dependencies, cross-team integrations. Getting it wrong disrupts the business. Getting it right requires a structured plan.

In this recorded webinar, Paulo Naddeo, Chief Delivery Officer at Stonebranch, presents the seven-step migration methodology Stonebranch has developed and refined across hundreds of enterprise migration projects. The methodology is designed to front-load the heavy work — discovery, infrastructure setup, automated and manual workload conversion — so that validation and cut-over can proceed in controlled waves rather than a single high-risk switchover.

The seven steps covered: discovery and analysis, initiation and setup, training, workload transition (automated conversion plus manual exception handling), validation, cut-over, and post-migration optimization. Paulo explains why the process follows a waterfall rather than agile structure, how Stonebranch's dependency visualization tools help group jobs into logical migration waves, and how to prepare internal teams — sysadmins, network engineers, DBAs, SMEs — before the project starts.

The Q&A covers real migration case studies including a 280,000-job conversion completed in 14 months, IBM Workload Scheduler migrations, UC4 script conversion strategies, and how to clean up legacy workloads before transition begins.

Key Highlights

• The full 7-step Stonebranch migration methodology: discovery, setup, training, conversion, validation, cut-over, and optimization\
• Why validation must be planned during the conversion phase, not after
• How wave-based cut-over reduces risk compared to big-bang switchovers
• The three risk categories every migration team must manage: managerial, technical, and organizational
• Real case study: 280,000 jobs migrated in 14 months
• UC4 script conversion strategies and dependency visualization tools
• How to prepare your internal teams before day one of the project

About the Presenter

Paulo Naddeo, Chief Delivery Officer, Stonebranch

Paulo Naddeo leads Stonebranch's global delivery organization, overseeing the implementation and migration services that help enterprise customers transition to Universal Automation Center. He has guided hundreds of workload automation migration projects across industries and scale, from targeted platform replacements to large-scale conversions spanning hundreds of thousands of jobs.