This is Part 1 of a multi-part series on planning and executing a SAP Sales & Service Cloud V1-to-V2 transition. Part 2 covers the Lite Assessment, and Part 3 will cover execution.

I want to start with a disclaimer: this is not an official SAP best-practice guide. There are plenty of those already, and they're worth reading. What I want to share instead is how I actually run the preparation phase of a V1-to-V2 transition on the ground, with real customers, based on my own personal experience as a consultant the decisions I make, the tools I lean on, and the reasoning behind them.

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