SumTotal is Going Away. Here’s Your
Step-by-Step Migration Plan.

Replacing SumTotal isn’t just another software project. For many organizations, it will be one of the largest learning technology initiatives of the next several years.

The challenge isn’t knowing that you need to migrate. The challenge is knowing where to start, what to prioritize, and how to avoid the costly mistakes that derail most projects before they ever reach go-live.

That’s why we created the SumTotal Migration Checklist. It’s a practical, phase-by-phase guide that walks you through every major step of a successful migration, from your initial internal audit through vendor selection, data migration, testing, launch, and post-launch optimization.

Whether you’re just beginning to explore your options or already building a migration plan, this checklist will help you stay organized, reduce risk, and move forward with confidence.

Get the SumTotal Migration Checklist

What’s inside

40+ action items
Timing for every step
5 risk alerts
Readiness scorecard

The complete LMS migration journey

Phase 1

Internal Audit & Alignment

Phase 2

Define Future Requirements

Phase 3

Vendor Evaluation & Selection

Phase 4

Planning, Data Prep & Configuration

Phase 5

Migration, Testing & Launch

Phase 6

Stabilization & Optimization

Get instant access

Complete the form to download your copy of the SumTotal Migration Checklist and start building a migration plan that keeps your project on track through the 2027 deadline.

Most organizations don’t fail at migration because they picked the wrong system. They fail because they didn’t know what they didn’t know. This checklist closes that gap.

Also in this series

Four Options Guide

A guide for L&D teams facing the Saba/SumTotal sunset to compare and score their four options.

Business Case Toolkit

Everything you need to get the budget approved, including an ROI calculator.

LMS Requirements Template

Evaluate what the new system has to do before vendor demos shape what you think you need.