EHS Platform Migration

Switch EHS software without losing operational history.

Move from Intelex, VelocityEHS, Benchmark Gensuite, another EHS platform, or disconnected spreadsheets with a documented path for data mapping, pilot imports, validation, phased rollout, and cutover.

Migration scope, timing, responsibilities, and acceptance criteria are confirmed in writing after discovery.

Know before you switch

A migration decision built on evidence, not a generic demo.

RegulaCore starts with the records, workflows, integrations, and control requirements your team already depends on. The result is a fit-and-gap view before commercial or cutover commitments are finalized.

Operational fit

Test the work your team actually performs.

Evaluate incident intake, inspections, CAPA, documents, training records, environmental obligations, approvals, dashboards, and field capture against defined scenarios.

Data confidence

Reconcile counts and exceptions.

Compare source totals, mapped fields, attachments, owners, statuses, dates, and required history before accepting an import.

Procurement fit

Review security before rollout.

Use the public Trust Center, security whitepaper, DPA, subprocessor list, and control-status disclosures during technical and privacy review.

Controlled transition

Five stages from legacy inventory to accepted cutover.

Each stage produces a reviewable artifact so unresolved gaps are visible before they affect frontline operations.

1

Inventory

List systems, exports, workflows, sites, owners, integrations, retention needs, and open obligations.

2

Map

Map source fields and statuses to RegulaCore records; document transformations and unsupported data.

3

Pilot

Import a representative sample and test priority workflows with administrators and end users.

4

Validate

Reconcile counts, attachments, relationships, permissions, calculations, and exception handling.

5

Cut over

Move by workflow, site, or business unit with a defined source freeze, support path, and acceptance sign-off.

Migration scope

Decide what moves, what is transformed, and what remains archived.

A trustworthy migration does not pretend every legacy field should be copied unchanged. The plan separates operational records from credentials, obsolete configuration, duplicates, and archive-only history.

Organization structure
Sites, departments, assets, users, roles, owners, and reporting relationships. Passwords and authentication secrets are not migrated.
Safety records
Incidents, near misses, observations, investigations, OSHA-supporting records, corrective actions, approvals, and attachments.
Assurance records
Inspections, audits, findings, CAPA, evidence, due dates, completion history, and status mappings.
Documents and training
Policies, procedures, revision metadata, acknowledgments, training assignments, completions, and certifications where the source data supports them.
Environmental and operational data
Permits, compliance tasks, waste or chemical records, contractor data, and other selected module records defined during discovery.
Archive strategy
Older or unsupported history can remain in a controlled read-only source or export archive with documented access and retention ownership.

No silent migration. Transformation rules, excluded records, validation results, unresolved exceptions, and sign-off responsibilities are documented for the agreed scope.

What you receive

Reviewable migration deliverables.

Exact deliverables are confirmed for the selected package and source systems.

Discovery

Source inventory and fit-gap matrix

A shared view of systems, workflows, users, sites, integrations, required controls, constraints, and decisions.

Mapping

Data map and transformation rules

Source-to-target fields, status crosswalks, ownership rules, attachment handling, exclusions, and archive decisions.

Acceptance

Pilot report and exception log

Test results, reconciled record counts, open exceptions, remediation owners, cutover criteria, and sign-off status.

Right-sized rollout

One migration method, scaled to the organization.

Small business and single site

Replace spreadsheets or a point tool first.

Begin with a priority workflow such as incidents, inspections, CAPA, training records, or controlled documents. Keep the scope narrow, train the responsible team, and add modules after the first workflow is accepted.

Enterprise and multi-site

Pilot, govern, and expand in waves.

Define tenant and site structure, identity and access, integration boundaries, retention, reporting, validation, and change-management ownership before expanding across business units.

Migration questions

Answers before you replace an EHS platform.

Can RegulaCore replace Intelex, VelocityEHS, or Benchmark Gensuite?

RegulaCore can be evaluated as a replacement when its workflows, security posture, integrations, data model, and commercial scope meet your requirements. The assessment documents fit and gaps before commitment.

Do we have to migrate every historical record?

No. You can migrate active and required records, retain older source data in a read-only archive, or import a broader history. The migration plan records the decision.

How long does migration take?

Timing depends on volume, quality, workflows, integrations, validation, training, and site count. Milestones are confirmed after discovery instead of applying one timeline to every organization.

Can sites move in phases?

Yes. A rollout can start with one workflow, team, or site and expand after pilot data and operating processes are accepted.

Bring your current EHS system into the conversation.

Tell us your platform, user count, locations, priority workflows, integrations, and retention needs. We will scope what a responsible switch would require.