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  • CASE STUDY · DENTAL EDI & REVENUE CYCLE MANAGEMENT

740+ users to Atlassian Cloud, with zero data loss.

EDI Health Group (DBA DentalXChange) retired aging on-premises Jira and Confluence Server and migrated to Atlassian Cloud Premium. As a Platinum Atlassian Solution Partner, Trundl upgraded, tested, and cut over 71 projects and 50,000+ issues without mid-week disruption.

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740+ users migrated
71 Jira projects
50,714 issues migrated
6 Confluence spaces
0 data loss
  • ON THIS PAGE
CLIENT EDI Health Group (DentalXChange)
INDUSTRY Dental EDI · Revenue Cycle Mgmt
MIGRATION Server → Cloud Premium
TIMELINE June – October 2024
PARTNER Platinum Atlassian Partner
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  • THE CLIENT

Who is DentalXChange?

EDI Health Group (DBA DentalXChange) is a premier provider of Electronic Data Interchange (EDI) services in the dental industry and a leader in Revenue Cycle Management (RCM) — connecting providers, partners, and payers for thousands of dental practices across the United States. Trundl migrated its aging on-premises Jira and Confluence Server to Atlassian Cloud Premium, moving 71 projects and 50,000+ issues with zero data loss.

  • PROJECT OBJECTIVES

A comprehensive upgrade and migration to Cloud Premium.

The primary objective was a comprehensive Upgrade and Migration to Atlassian Cloud Premium. Key goals included:
01

Technical Modernization

Upgrading the on-premise environment (MSSQL and Jira versions) as a stepping stone for a clean migration.

02

Seamless Data Transition

Migrating all 71 Jira Software projects and 6 Confluence spaces with high fidelity.

03

User Continuity

Maintaining access and permissions for 740+ users while implementing SSO.

04

Process Optimization

Leveraging Atlassian Cloud Premium features to improve dental RCM workflows.

  • THE TRUNDL SOLUTION

A meticulous, multi-phased migration.

As a Platinum Atlassian Solution Partner, Trundl deployed a team of Migration Experts and Solution Architects to execute a multi-phased approach:
01

Migration Preparation & Phased Upgrades

Intermediate upgrades of MSSQL and Jira (to LTS 9.12.12) in a sandbox to ensure compatibility before the final Cloud transition.

02

Test Migrations & UAT

Rigorous test migrations and User Acceptance Testing to identify and mitigate functionality gaps or data risks.

03

Add-on Strategy

Managed the transition of critical apps (Jira Suite Utilities, Database Values, etc.), finding Cloud-equivalents or custom solutions.

04

Production Execution

A high-precision weekend migration (Jira Sept 28–30; Confluence Oct 19) to eliminate mid-week business disruption.

  • DELIVERY HIGHLIGHTS

Quality, value, and speed.

QUALITY "Delighted"

A meticulous runbook ensured all 50,714 issues and 119 custom fields were accurately mapped and migrated.

TIME TO MARKET ~4 months

Initiated late June 2024, full production closure by late October 2024 — strictly on timeline.

VALUE-ADD 6 hours

Specialized training for admins and users so DentalXChange could immediately use Cloud Premium.

High fidelity, at scale, with full integrity.

50,714 issues migrated
119 custom fields mapped
740+ users transitioned
45GB+ attachments migrated
6 Confluence spaces
100% data integrity · zero loss
  • WEEKEND PRODUCTION CUTOVER

Jira Software migration

September 28–30, 2024

Confluence migration

October 19, 2024

  • FAQ

Frequently asked questions.

What versions were migrated from?

The project migrated Jira from version 7.2.7 and Confluence from version 6.0.2.

Did the migration include Jira Service Management?
How was downtime managed for the 740+ users?
Were all attachments and custom data migrated?
  • INFORMATION SOURCES USED

Documented across the client’s Atlassian estate.

  • JIRA SPACES
  • DentalXChange Project Space
  • Project Management & Administration
  • CONFLUENCE PAGES
  • DentalXChange – Jira and Confluence Upgrade and Migration project
  • Dental Xchange – Jira & Confluence Server Upgrade and Migration to Cloud
  • DentalXChange – Lessons Learnt