Test the actual export and access process before cancelling. Preserve the question panel, collection method and evidence, then treat the new tool’s first results as a documented new baseline.
Identify the records you will need later.
List the question wording, market and language, observation time, collection method, raw response or archive reference, citations and reviewer classification. Include changes to the question set so a future analyst can distinguish an improvement from a different panel.
Keep account, customer and personal information out of a public handover. The purpose is to preserve appropriate measurement evidence under your organization’s access and retention practices, not to copy everything into an unrestricted folder.
Keep the meaning when you move the data.
- 01InventoryWhat records matter?
- 02ExportTest the actual files.
- 03CompareDocument changed methods.
- 04HandoverVerify access and history.
Verify exports instead of assuming them.
Ask the supplier which records and formats are available in your actual plan. Request a sample export and inspect whether fields preserve meaning. An export containing only a summary score may not support the review you expect.
Check when access ends, whether deleted projects can be restored and who can request a handover. No particular supplier’s export or retention policy is asserted here; the answer belongs in the current documentation or written agreement.
An export needs more than a score.
Question
Exact wording and context.
Evidence
Response, date and citations.
Definition
What each metric means.
Run an overlap check before the switch.
Use a small, unchanged question panel in both systems where the scope permits it. Record differences in surface, country setting, frequency and collection method. These differences can explain a changed score without indicating that the brand itself changed.
The fictional migration below preserves the questions while documenting the new measurement context. It does not assume numerical scores from different tools are interchangeable or that one is more accurate without evidence.
Did the brand improve—or did the measurement change?
Old and new scores share a chart.
Different questions and collection methods are hidden.
Retain comparable observations where possible.
Mark the switch and explain the new baseline.
Give the handover a completion test.
Open a sample response from the retained record and trace it back to the question and date. Verify cited URLs and labels. Confirm that an authorized colleague can locate the material without relying on the departing account owner.
Then update internal reporting definitions and document missing fields. Keep the old and new series distinguishable. If historical records are unavailable, say so rather than recreating them as if they were observed at the time.
Treat the next report as a documented transition.
Report the switch date, changed definitions and available historical coverage. Compare compatible observations cautiously and avoid joining unlike scores into one uninterrupted trend. Save the decision that explains the new baseline.
Use the benchmark protocol to define the retained panel and the monthly scope checklist to make future handovers explicit.
Sources and editorial scope
This is Arrow AI editorial guidance. Diagrams and examples illustrate a method, not client results or platform ranking factors. Clear information and source access do not guarantee a recommendation. Platform-specific facts are attributed to the sources below.
The Arrow read
Make the next decision clearer.
See what your customers can understand today, then improve the source or workflow that answers their next question. Start with a free GEO audit.
