Assessing and Auditing Legacy Projects

The Migration Mindset

Transitioning to Cloud-Native

Before moving a single file, you must shift from a desktop-bound mindset to a cloud-native strategy. Auditing isn't just about moving content; it's about evaluating value and future-proofing your library.

Welcome to the first step of your migration journey. Moving from Articulate 360 to Claro is more than a file transfer; it is a paradigm shift. Instead of managing disconnected .story or .rise files, you are moving toward a centralized, collaborative ecosystem. A thorough audit ensures you only migrate what adds value, saving time and resources in the long run.

The Audit Checklist

Critical Audit Criteria

Use these four pillars to evaluate your legacy Articulate projects. Not every course deserves a direct rebuild.

To audit effectively, we look at four pillars. First, is the content still relevant? If it's outdated, don't migrate it. Second, technical complexity. Does it use custom JavaScript or heavy triggers in Storyline? Third, asset availability. Do you have the high-res originals, or just the published output? Finally, responsiveness. Does the new version need to be truly responsive in Flow, or pixel-perfect in Claro?

The Migration Decision Matrix

Categorize Your Content

Based on your audit, place each project into one of the Three R's: Retire, Refresh, or Rebuild.

Now it's your turn. I'll present three course profiles. Drag them to the correct migration category based on their audit results. Excellent choice. Matching the right content to the right destination is key to a successful migration strategy. Not quite. Consider if the complexity requires Claro's precision or if Flow's responsiveness is the priority.

Leveraging Co Pilot for Audits

AI-Assisted Assessment

Claro's Co Pilot can accelerate the audit phase by analyzing legacy content structures and suggesting the best Claro component for the job.

You aren't alone in this audit. Claro's AI-powered Co Pilot can help. It can ingest your legacy project summaries and suggest whether Claro or Flow is the better fit, even drafting a preliminary migration plan for you.

Design Your Migration Plan

Case Study: Sales Training Migration

You have a legacy Storyline course with complex branching and high-quality video assets. It needs to be updated for 2024 and must work perfectly on tablets. How would you audit and migrate this?

Read the Sales Training case study. Type your migration strategy in the box. Be sure to mention which Claro tool you'd use and why.