Preserving the ability to leave.
WHAT LOCK-IN MEANS
Switching being prohibitively difficult or expensive.
WHAT CREATES IT
Data in proprietary formats Customisation that cannot be reproduced Integration built to one vendor's interfaces Process designed entirely around the product Contractual terms
WHAT TO ESTABLISH BEFORE COMMITTING
That you can export all your data In what format Whether historical detail is included Whether it costs anything
WHY HISTORICAL DETAIL SPECIFICALLY
Exports frequently provide current balances rather than transaction history.
WHAT TO TEST
An export, during the trial period.
WHAT TO REDUCE DEPENDENCE THROUGH
Standard interfaces rather than proprietary ones Integration through an intermediate layer Documentation of every customisation
WHAT TO ACCEPT
That some lock-in is unavoidable, and is the cost of integration.
WHAT TO DECIDE
How much is acceptable for the benefit.
WHAT CONTRACTUAL PROTECTION TO SEEK
Data export rights Reasonable notice on termination Assistance with transition Continuation if the vendor is acquired
WHY ACQUISITION MATTERS
Products are discontinued after acquisition regularly.
WHAT TO MAINTAIN
Your own record of configuration and customisation.
WHY
It is what makes migration possible later.
