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Hi everyone,

We’re an Enterprise Airtable team that already uses the platform extensively across our organization, but we’re now exploring the idea of moving our internal creative services workflow from Workamajig into Airtable.

If you’ve gone through this type of migration—especially from Workamajig—

  • How did the process go?

  • What challenges or pitfalls did you run into?

  • Anything you wish you’d done differently?

I’d love to connect with someone who has first-hand experience and can share insights on the transition (health care organizaton a plus!).

Thanks in advance for any tips, lessons learned, or resources you can share!

Hey ​@Lisa_Ohmstede,

I actually oversaw two of those migrations, one within a healthcare startup, and one at a major streaming service (dozens and 100s of users, respectively). Both were creative teams who relied heavily on project management and had trouble integrating legacy software like Workamajig with creative tools like the Adobe Suite (Photoshop, Premiere Pro & After Effects in particular).

To answer your questions: the process went smoothly because I laid solid groundwork before initiating the switch. My team and I had full buy-in from both leadership and end users, with clear incentives for everyone to embrace the change.

The biggest challenge was that legacy software like Workamajig’s have rigid data architectures which  don’t translate 1:1 into the more flexible custom structure I built in Airtable. Be sure to have the processes and workflows well documented before re-mapping and cleanup.

A common pitfall I’ve seen (and experienced) is assuming adoption will “just happen.” Constant iteration and ongoing user education are critical—some teams need far more hand-holding than others to fully integrate the new workflows.

Happy to talk more about it – I specialize in Creative Operations

Matteo
CrOps Agency

matteo@crops-ag.com

 

 

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