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How to become a partner

Become a SMART Migration Partner and help customers discover, select, migrate and document their file migration to Nextcloud. Build new business opportunities around SMART Migration licences, migration services and customer onboarding, supported by practical training, mandatory certification and ongoing technical support from MigrateDMS.

Connect with customers exploring a move to Nextcloud, build your own migration service offering and lead customer projects with technical support from MigrateDMS.

Generate new customer opportunities

Customers interested in migrating files from Microsoft 365 to Nextcloud can download the SMART Migration App to explore their options. Within the App, customers select a partner to discuss their project, obtain production licences and access professional services.

Your partner profile gives customers a direct way to discover your expertise, explore your services and contact your team. The App provides an additional channel for generating relevant enquiries and developing new customer relationships.

Build your migration services business

As a SMART Migration Partner, you can create your own service packages and commercial model around the customer’s migration journey. Your services can include:

  • SMART Migration licences: Supply production licences for customer projects.

  • App onboarding workshops: Introduce customers to the App and help them get started.

  • Technical implementation and support: Install and configure the solution, connect source and destination systems, and support customer operations.

  • BI Discovery: Analyse the customer’s existing Microsoft 365 file environment to inform migration scope and priorities.

  • Migration services: Plan and execute file migrations from Microsoft 365, SharePoint Server and file shares to Nextcloud Files.

  • Project management and consultancy: Guide customers through selection, planning, migration and documentation.

For partners offering a Nextcloud Workspace, migration services also provide a practical route to onboarding new customers to your environment.

You lead the customer relationship and delivery, while MigrateDMS supports your team with product expertise.

Establish the partnership terms, complete certification and put your annual support agreement in place.

1. Sign the partnership agreement

Start by signing the partnership agreement with MigrateDMS, which includes the applicable End User Licence Agreement, price list and partner discount model. These documents establish the commercial framework for your partnership.

2. Complete mandatory SMART Migration certification

Our onboarding programme takes your team from a safe test environment to customer delivery. Training comprises three online workshops of approximately two hours each, with practical exercises in your own sandbox between sessions.

The programme covers:

  • SMART Migration App: Understand the App, its main functions and its connection to the SMART Migration server.

  • Installation and configuration: Use the Install Wizard, review prerequisites and verify system connections.

  • Partner sandbox: Set up a reusable test environment to practise workflows safely.

  • Project management: Create, schedule, monitor and validate Discovery and Migration jobs.

  • Troubleshooting: Investigate issues, communicate with customers and escalate product questions to MigrateDMS.

  • Discovery and Power BI: Interpret findings to help customers define migration scope, priorities and next steps.

MigrateDMS supports your sandbox setup and guides the training. Readiness is demonstrated by completing the workflow in your sandbox: connecting the solution, running Discovery, defining a limited scope, performing and validating a migration, and explaining the initial troubleshooting steps.

For your first commercial customer project, MigrateDMS provides support behind the scenes. Together, we agree the scope, success criteria, responsibilities and check-in points. Your team leads the customer relationship and project delivery.

3. Establish your annual partner support agreement

The 12-month partner support agreement applies per company and includes:

  • SMART Migration onboarding and certification.

  • Technical troubleshooting support for your team.

  • App updates and new SMART Migration features.

After onboarding, your team delivers projects independently and remains the customer’s primary contact. MigrateDMS remains available for product questions and technical issues through the agreed support route.

Nextcloud Partners can choose a customised, white-label SMART Migration App. This option includes App maintenance and compatibility updates for an additional support fee.

Contact MigrateDMS to discuss your services, review the partnership terms and schedule your onboarding.

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