Pre-launch AI tool migration, done right

Your team is paying for AI tools they don't use. We fix that.

Dundie maps every workflow to its replacement — including the parts that won't carry over — then hands each employee a personalized playbook and verifies they actually adopted it. 1–3 weeks, fixed fee.

Fixed fee, no outcome theater
Vendor-neutral
We don't touch your data
Migrations live
OOtterMeeting AI Claude Coworkdestination
Custom GPTs12 built Claude Skillsdestination
Cursordev team Claude Codedestination
Notion AIknowledge Claudedestination
JJaspermarketing ChatGPTdestination
Copilot200 seats Claudedestination
FFirefliesmeetings M365 Copilotdestination
SSukiclinical EEpic AIdestination
Workflow fingerprint / Personalized playbook / Verified adoption
3.3%
of Copilot rollouts deliver significant value. The rest is shelfware.
Gartner, 2026
3
AI tools before productivity declines. Most teams use seven.
BCG / HBR, n=1,488
$1.2M
average annual AI app spend per organization.
Zylo 2026 SMI

Three ways AI spend goes wrong.

Every growing organization runs into at least one. Most are running all three simultaneously.

i.
The Copilot you bought, nobody uses.
IT bought 200 seats. Six months later, 18% are active. The rest defaulted back to ChatGPT and Claude on personal logins. Renewal is in eight weeks.
Bloomberg, Amgen case study, 2026
ii.
The Otter renewal nobody questioned.
$42K auto-renew on Otter. The organization is already paying for Claude Cowork and M365 Copilot, both of which transcribe meetings. No one had time to look before the PO went through.
Practitioner consensus across SaaS optimization forums
iii.
Three tools is the ceiling.
Productivity declines once people juggle more than three AI tools. The average power user has seven open tabs. The cognitive switching cost is now bigger than the productivity lift.
BCG / HBR, n=1,488, March 2026

Parity shifts every week. We track every cell.

Foundation model labs ship new capabilities every 1–3 weeks. The FPM is a continuously-crawled graph of which tools can do what — refreshed weekly, so migration recommendations stay current.

Capability Claude ChatGPT Gemini Copilot M365 Cursor Cody Notion Perplex. Glean Otter Fireflies Jasper Copy.ai Writer
Development6 capabilities
Code completion
Code review upd upd
Multi-file refactoring new
Terminal / CLI
Test generation
Codebase search
Meetings4 capabilities
Live transcription new
Speaker diarization upd
Action item extraction
Meeting summarization
Writing & content5 capabilities
Long-form drafting
Brand voice presets
Template library
SEO optimization
Image generation
Knowledge work5 capabilities
Document analysis
Research / web search
Data analysis upd
Slide generation upd
Canvas / artifacts upd new
Productivity5 capabilities
Email drafting
CRM integration
Enterprise connectors
Custom agents / workflows
API access
Platform3 capabilities
Persistent memory new
Agentic tasks upd new upd
File handling
Full Partial Limited Not available Changed this week
Live — last refreshed 2 min ago
142 capabilities × 34 products tracked

1–3 weeks. One migration done right.

No discovery deck. No transformation roadmap. Each panel below is the actual artifact you get at that step — real data, per user.

Stack scanAP + SSO importscanning
ToolSpend / moActive users
OOtter $3,500 18% migrate
Copilot $8,200 34% migrate
Notion AI $2,100 41% review
Claude $4,100 89% healthy
2 high-spend, low-usage tools flagged — est. $139K/yr at stake
01Day 1–2

Stack snapshot

Upload your AP CSV and SSO export. We line up what you pay against who actually logs in, then pick the 1–3 highest-impact pairs to migrate — the ones bleeding money on shelfware.

Spend vs. real usage, reconciled automatically
InterviewJennifer R. · Marketing14:32
Walk me through a typical morning.
I draft 2–3 blog intros in Jasper, then rework them for LinkedIn.
Which templates do you reuse?
Captured workflow
Recurring taskBlog intros — daily
Source toolJasper
ToneProfessional, on-brand
Templates4 saved · ~15/wk
Workflow fingerprint built — no screen-recording, no data access
02Day 3–7

Agent-led interviews

Each affected employee spends 15–25 minutes with our interview agent. It asks how they actually work — recurring tasks, saved prompts, tone — and turns the conversation into a structured workflow fingerprint.

One fingerprint per user, ready to translate
PlaybookJennifer R.Jasper Claude
Prompt translation
J Jasper template Write a {tone} blog intro about {topic}, 3 variations.
Claude project Use Jennifer’s brand voice project. Draft a blog intro on {topic} — 3 variations, 120 words, on-brand.
Brand-voice project created
4 templates imported
Tone presets mapped
First draft verified by Jennifer
03Day 7–14

Personalized playbooks

For every user: a setup guide in the destination tool with pre-built projects, prompt translations, and a walkthrough doc. Their Jasper template becomes a Claude project that produces the same output. Top-criticality playbooks get human QC.

Same input, same output — in the new tool
Verificationday-30 check-intracking
JRJennifer R. d7d30 92%
MTMarcus T. d7d30 78%
SKSarah K. d7d30 follow-up
Cohort adoption87%
04Day 14–21

Verification & report

Day-7 and day-30 automated check-ins per user. We flag anyone who’s stalled for a quick follow-up, and you get the completion report below: adoption, savings, and exactly what’s safe to turn off.

Measured per person, not assumed

One report your CFO will actually read.

Migration Completion Report
Verified
OtterClaude Cowork 50 users · March 2026
47 of 50 migrated
87%
Day-30 adoption
$42K
/yr recovered
Tool status
OOtter 50 seats Safe to turn off
Claude Cowork 50 seats Active
FFireflies 12 seats Safe to turn off
3 users flagged for follow-up — see appendix for per-user breakdown

The same work, in the new tool.

Migration isn’t copying chat history. It’s making sure each person can do their actual job on day one — same templates, same presets, same outputs. Representative workflows we move:

JJasper Claude

Jennifer writes blog drafts in Jasper every morning. After migration she does the same thing in Claude — with her tone presets, templates, and brand guidelines already loaded on day one.

Writing & marketing
OOtter Claude Cowork

Tom’s sales team logged call notes in Otter after every client meeting. We moved them to Claude Cowork — same transcription, same action items, no separate subscription. Otter is now safe to turn off.

Meetings
Cursor Claude Code

The engineering team ran code review in Cursor. Their migration to Claude Code preserved their custom rules, workspace settings, and review templates — nobody had to relearn their setup.

Development
Custom GPTs Claude Skills

Marcus built 12 Custom GPTs for his marketing workflows. Each one became a Claude Skill with the same prompts, the same data sources, the same outputs.

Knowledge work
Salesforce Einstein ChatGPT

Priya’s RevOps team scored leads and drafted follow-ups inside Salesforce Einstein. We rebuilt the same scoring prompts and email templates in ChatGPT, wired to the same CRM fields.

CRM
Canva AI Claude

David’s brand team generated campaign variations in Canva AI. Their migration kept the brand kit, the sizing presets, and the copy blocks — now produced through Claude asset workflows.

Design
SSuki EEpic native AI

Dr. Reyes dictated visit notes in Suki between patients. We migrated the team to Epic’s native AI scribe — same ambient dictation, same note templates, one fewer vendor in the chart.

Healthcare
GGlean Claude Cowork

The operations team searched across wikis and tickets in Glean. After migration the same enterprise search runs in Claude Cowork, against the same connected sources.

Knowledge & search

An agent crawls vendor docs continuously so translation patterns stay current. Unmodeled pairs get provisional coverage within 48 hours.

Migration. And continuous coverage so it doesn’t happen again.

The same Feature Parity Map and Workflow Fingerprint Extractor power both. Buy the engagement; subscribe to the watchtower.

The engagement
Get 50 users off the wrong tool in 1–3 weeks
A scoped, fixed-fee project. Personalized per-user playbooks, verified adoption, completion report. We’re done when your redundant subscriptions are safe to turn off.
Migration: Otter Claude Cowork72%
Sarah K. completed playbook · 2h ago
Marcus T. started interview · 4h ago
Jenn L. verified adoption · 1d ago
Duration
1–3 weeks
Price
From $15K
Deliverable
Completion report
  • 1–3 source/destination pairs per engagement
  • Per-user workflow fingerprints + playbooks
  • Human QC on top 20% by criticality
  • Day-7 and day-30 adoption verification
Start an engagement
Continuous
Catch the next $42K renewal before it’s signed
Connect your SaaS management platform, SSO, and AP. We watch your stack continuously and alert when a new tool collides with what you already pay for.
New tool detected
Granola · Meeting AI
Claude Cowork78% match
M365 Copilot64% match
Recommended: review before renewal
Billing
Monthly
Price
From $500/mo
Output
Intake-time alerts
  • Stack sync via SMP / SSO / AP / HRIS
  • Overlap engine flags pairs with 30%+ capability overlap
  • Intake gate alerts on new tool detection
  • Continuous savings tracker tied to safe-to-turn-off subs
Talk to us

Fixed fee. No outcome-based theater.

We tried tying our fee to savings. Hard to measure, easy to dispute. Project pricing is honest.

Start here
Audit
Free
30-minute conversation, no commitment
A one-page memo identifying the top 2–3 migration opportunities in your stack. Enough to know whether a full engagement makes sense.
  • 30-minute structured conversation
  • Stack overlap analysis
  • Top migration opportunities memo
  • No commitment required
Book your audit
Continuous
Stack monitor
$500–$3,000/mo
By org size · Starter, Standard, Growth
Ongoing surveillance of your AI tool stack. We flag overlaps, alert at intake, and track savings from every subscription that becomes safe to turn off.
  • Continuous stack ingestion (SMP / SSO / AP)
  • Overlap detection across the FPM
  • Intake-time alerts on new tool arrivals
  • Savings tracker tied to safe-to-turn-off subs
  • Quarterly stack review with our team
Talk to us

The objections we hear most often.

Bring a sharper one to the call. We probably haven’t heard it yet.

Doesn’t our SaaS management platform already do this?
CloudEagle, Productiv, Zylo — they show you what overlaps. They don’t get your employees from one tool to the other. They handle inventory; we handle the migration that follows. We’re the layer they explicitly punted on.
Won’t Anthropic and OpenAI’s native migration tools make this unnecessary?
Memory import and chat history copy solve the technical layer. The hard layer is per-user workflow translation: how does Jenn the designer recreate her Custom GPT in Claude Skills? How does Marcus in sales rebuild his Otter templates in Cowork? That takes hours per person manually. We do it with an agent.
Why not just hire a consultancy?
Big Four won’t take a $25K engagement. Mid-tier consultancies charge $80K+ for a workshop-driven model and rebuild the same playbooks from scratch every time. Our library compounds with every engagement, which is why we can price at $15–25K.
What if our team uses a tool you don’t cover?
We cover 50+ pairs at launch and a discovery agent stands up provisional coverage on new pairs within 48 hours. After the first successful engagement on a new pair, it gets promoted into the canonical library.
Do you touch our data?
For most engagements, no. We capture workflow descriptions through structured interviews — not the underlying content of what people are doing in their tools. Your customer data, code, and PHI stay in your tools, where they belong.
How do you actually measure that it worked?
Per-user day-30 adoption rate (target 50%+ on first engagements, 65%+ at scale) plus dollars unlocked from safe-to-turn-off subscriptions. Both go in the completion report, with the receipts.
Are you a reseller or partner of any AI vendor?
No. We take no referral fees. We get paid the same whether you end up on Claude, ChatGPT, Gemini, or Copilot. We’d rather you turn off a subscription than buy a new one.