Whitepaper

Migration Guide: When your Survey Tool expires

Secure the data, choose a successor, protect running surveys: a plan for the last 16 weeks before the cut-off

  • 14 pages
  • 18 min read
  • English
  • Free

What you get

  • Export checklist per project: SPSS with labels, a CSV copy, questionnaire PDF, logic, field statistics
  • A weighted criteria table for departments, IT and institutes
  • The fork for running surveys: fieldwork ends four weeks before the cut-off, or restart in the new tool
  • Migration in five steps with week numbers, from inventory to training
  • What belongs in IT's procurement note, including an export clause
  • A checklist from 16 weeks before the cut-off to the review afterwards, with two hard deadlines

In short

A survey tool expires: the vendor discontinues the product, the licence ends, the organisation consolidates its software. If every project is exported, checked and filed by the cut-off, the switch is calm. If the export is left to the last week, datasets without value labels, questionnaires without their logic and studies without data are the likely result. This guide describes what exactly ends, lists the export per project, puts the successors side by side as categories and closes with a schedule that runs from 16 weeks before the cut-off to the review afterwards. It is written for departments, IT and institutes; surveys that are in the field right now get a chapter of their own.

Who it is for
Universities · Institutes & agencies · Corporate insights teams
Format
PDF, 14 pages, with worksheets and checklists

Contents 9 chapters

  1. 01 What exactly ends, and when
  2. 02 Secure the data first: the export checklist
  3. 03 What a successor must be able to do
  4. 04 The options at a glance
  5. 05 The migration in five steps
  6. 06 The IT perspective
  7. 07 Protecting running surveys
  8. 08 Checklist: migration plan with deadlines
  9. 09 Where DataLion fits in

Download the whitepaper

Dr. Benedikt Köhler

The author

Dr. Benedikt Köhler · Co-founder of HybridAI and CEO of DataLion

Dr. Benedikt Köhler is co-founder of HybridAI and CEO of DataLion. Cognilytica lists him among the top 50 most influential data scientists worldwide. The whitepapers come out of projects with institutes, insights teams and universities.

September 2026

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