Migration from Juniper Square to Prism
Plan a migration from Juniper Square to Prism for investor portal, reporting, documents, CRM, portfolio oversight and approval workflows.
Migration plan
Move the operating workflow, not just exported data
Teams usually consider this move when investor portal workflows need to connect more directly with portfolio monitoring, CRM, reporting, documents and internal governance. A practical migration should preserve trusted records, simplify ownership and give users a better default workflow after go-live.
Juniper Square migration checklist
- Map the current data model
Inventory contacts, organisations, investors, deals, portfolio records, documents, activities, reports, custom fields and integrations. - Clean configuration debt
Decide which fields, reports, statuses and workarounds still support the operating model before rebuilding them in Prism. - Validate with real workflows
Use representative records to test CRM, reporting, investor communication, document access, approvals and handoffs. - Phase the rollout
Prioritise workflows that create immediate adoption, then extend into reporting, portal, governance and integration work.
Juniper Square migration FAQ
- How should teams start a Juniper Square migration?
Start by mapping the workflows and data users rely on today, then separate essential records from configuration debt before importing anything into Prism. - What should be tested before go-live?
Test CRM records, investor workflows, documents, reports, approvals, permissions and audit evidence with real examples from the existing operating process. - Can Prism replace Juniper Square?
Prism can be evaluated as a Juniper Square alternative when the team wants connected private capital workflows across CRM, reporting, investor operations, documents and governance.
Use the Prism demo as a migration dry run
Review how Prism handles CRM, deal flow, portfolio monitoring, investor reporting, documents, approvals and audit evidence before planning a full migration.