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End-to-end migration playbook for moving from SAP Concur or legacy TMC to Navan: data export, user provisioning (SCIM/CSV), policy recreation, parallel running
A practical, phase-by-phase migration playbook for organisations moving from SAP Concur or legacy travel management systems to Navan. The skill walks through discovery, user provisioning (SCIM and CSV fallback), policy recreation, parallel running for validation, cutover checklists, and post-migration monitoring. It includes API snippets for verification and concrete reconciliation steps to ensure a safe transition.
Use this skill when planning or executing a corporate travel platform migration to Navan — especially if you need a clear timeline, go/no-go checklist, SSO/SCIM provisioning guidance, data export strategy for historical records, and reconciliation steps during a parallel run. Trigger phrases: "navan migration deep dive", "migrate to navan from concur".
Best fit for Claude Code / Claude-like agent flows that can execute Bash/curl snippets and guide operations teams through a multi-week migration.
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