Migrate your Edison 365 data
Edison 365 is a Microsoft-integrated PPM and innovation platform covering ideas, projects, business cases, and resource management for mid-market transformation teams.
In its favor
Why people choose Edison 365
The signal that keeps Edison 365 on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Users consistently cite the intuitive, modern interface as the primary draw — accessible enough for all-employee idea submission without specialist training overhead.
Customers value the holistic integration across innovation, project execution, and resource planning rather than stitching together point solutions.
Deep Microsoft 365 integration means existing Azure AD permissions, Teams channels, and SharePoint document libraries extend naturally into Edison 365 workflows.
The platform supports the full lifecycle from idea capture through business case approval and into project delivery — eliminating handoffs between disconnected tools.
G2 reviewers rate it 4.6/5 and specifically call out the responsiveness of the human support team during configuration and go-live.
Reporting setup requires Power BI expertise that many in-house teams lack, leading to delays before the platform delivers its promised visibility gains.
The out-of-the-box templates can require significant customization to fit non-standard stage gates, causing frustration during initial configuration.
Some customers find that the platform's feature depth creates a steeper learning curve for occasional users compared to lighter-weight task tools.
Advanced automation and API-driven workflows are available but not always well-documented, which limits adoption for technically savvy teams wanting programmatic control.
Reasons to switch
Why people leave Edison 365
The recurring reasons buyers give for replacing Edison 365. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Edison 365 fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Edison 365 pricing overview
Edison 365 publishes licensing information on its website with a free trial and demo option. Specific per-user pricing tiers are not publicly disclosed in vendor materials; prospective customers must contact sales or request a quote. The platform targets mid-market organizations running on Microsoft 365.
Custom (sales-led)
Tier 1 of 1
Not publicly published — older listing referenced ~$20.25/user/month starting price
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Edison 365's schedule — see our quote-based pricing →
What gets migrated
Edison 365 object support
Object-by-object support for Edison 365 migrations. Per-pair details surface during scoping.
Ideas
Fully supportedIdeas are the primary intake object in Edison 365. The submission schema includes title, description, category, submitter, and status. All standard fields export cleanly via the API and map 1:1 into equivalent objects in destination platforms.
Projects
Fully supportedProjects hold the core work record in Edison 365, including name, description, owner, start/end dates, budget, and stage. We migrate the project header and all associated metadata fields as-is, preserving the project's assigned Pipeline and stage-history timestamps.
Business Cases
Mapping requiredBusiness Cases capture costs, benefits, and approval status. Edison 365 uses custom fields to track financial metrics. We extract all fields including custom financial rows, but benefit types and naming conventions vary by customer configuration and require field-level mapping at migration time.
Resources
Mapping requiredResource records link people to Projects or Portfolios with allocation percentages and dates. The allocation model differs from standard PPM tools — Edison 365 supports both project-level and portfolio-level booking. We map allocations but validate for double-booking conflicts in the destination.
Portfolios
Fully supportedPortfolios aggregate Projects and track overall portfolio health, KPIs, and budget. All standard portfolio properties migrate directly. Rollup calculations (total cost, total benefit) are recalculated in the destination platform post-import.
Pipeline Stages
Fully supportedEdison 365 Pipelines have configurable stages per workflow (e.g. Idea > Screening > Business Case > Approval > Delivery). Stage names, order, and transition rules export from the workflow configuration and are recreated in the destination.
Benefits Tracking
Mapping requiredBenefits records attach financial or KPI targets to Projects or Business Cases. Edison 365 stores benefit types as custom fields. We extract all benefit rows but flag any that reference deprecated or deleted Business Cases for customer review before import.
Custom Fields
Mapping requiredEdison 365 supports custom fields on Ideas, Projects, and Business Cases. These are stored as key-value pairs with type metadata. We extract the full custom field schema and attempt to create matching custom fields in the destination, flagging type mismatches (e.g. picklist vs. free-text) for manual resolution.
Documents / Attachments
Mapping requiredEdison 365 stores documents in associated SharePoint document libraries. We export the file inventory and metadata and recreate links in the destination SharePoint or equivalent document management system. Large binary blobs require file-level transfer beyond API extraction.
Users / Assignees
Fully supportedUser records include display name, email, role, and department. We export the full user roster and map to destination user accounts by email. Inactive users are included but flagged for deactivation review post-migration.
| Object | Support | Notes |
|---|---|---|
| Ideas | Fully supported | Ideas are the primary intake object in Edison 365. The submission schema includes title, description, category, submitter, and status. All standard fields export cleanly via the API and map 1:1 into equivalent objects in destination platforms. |
| Projects | Fully supported | Projects hold the core work record in Edison 365, including name, description, owner, start/end dates, budget, and stage. We migrate the project header and all associated metadata fields as-is, preserving the project's assigned Pipeline and stage-history timestamps. |
| Business Cases | Mapping required | Business Cases capture costs, benefits, and approval status. Edison 365 uses custom fields to track financial metrics. We extract all fields including custom financial rows, but benefit types and naming conventions vary by customer configuration and require field-level mapping at migration time. |
| Resources | Mapping required | Resource records link people to Projects or Portfolios with allocation percentages and dates. The allocation model differs from standard PPM tools — Edison 365 supports both project-level and portfolio-level booking. We map allocations but validate for double-booking conflicts in the destination. |
| Portfolios | Fully supported | Portfolios aggregate Projects and track overall portfolio health, KPIs, and budget. All standard portfolio properties migrate directly. Rollup calculations (total cost, total benefit) are recalculated in the destination platform post-import. |
| Pipeline Stages | Fully supported | Edison 365 Pipelines have configurable stages per workflow (e.g. Idea > Screening > Business Case > Approval > Delivery). Stage names, order, and transition rules export from the workflow configuration and are recreated in the destination. |
| Benefits Tracking | Mapping required | Benefits records attach financial or KPI targets to Projects or Business Cases. Edison 365 stores benefit types as custom fields. We extract all benefit rows but flag any that reference deprecated or deleted Business Cases for customer review before import. |
| Custom Fields | Mapping required | Edison 365 supports custom fields on Ideas, Projects, and Business Cases. These are stored as key-value pairs with type metadata. We extract the full custom field schema and attempt to create matching custom fields in the destination, flagging type mismatches (e.g. picklist vs. free-text) for manual resolution. |
| Documents / Attachments | Mapping required | Edison 365 stores documents in associated SharePoint document libraries. We export the file inventory and metadata and recreate links in the destination SharePoint or equivalent document management system. Large binary blobs require file-level transfer beyond API extraction. |
| Users / Assignees | Fully supported | User records include display name, email, role, and department. We export the full user roster and map to destination user accounts by email. Inactive users are included but flagged for deactivation review post-migration. |
Gotchas
What to watch for in Edison 365 migrations
Issues we've hit on past Edison 365 migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Power BI is the default reporting engine
Custom fields have no unified schema export
SharePoint document linkage breaks on export
Benefits tracking is entity-specific not global
| Severity | Issue |
|---|---|
| Medium | Power BI is the default reporting engine |
| Medium | Custom fields have no unified schema export |
| High | SharePoint document linkage breaks on export |
| Low | Benefits tracking is entity-specific not global |
Leaving Edison 365?
Where Edison 365 customers move next
5 destinations Edison 365 can migrate to.
How a Edison 365 migration works
Four steps, Edison 365-specific
Connect
Azure API Management with subscription keys (referenced in vendor documentation). into Edison 365. Scopes limited to read-only on the data we move.
Map
We translate Edison 365-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Edison 365 quirks before production.
Migrate
Full migration with Edison 365 rate-limit handling. Rollback available throughout.
FAQ
Edison 365 migration FAQ
Answers to the questions buyers ask most during Edison 365 migration scoping. Not seeing yours? Book a call.
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Migrate Edison 365.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Edison 365 setup and destination — written quote back within a business day.