Input — Client Brief
Meridian Financial Group
We need to migrate our existing corporate website from an aging custom CMS to Umbraco 13. The site has approximately 50 content pages, 3 microsites (investor relations, careers, press), and integrates with our CRM (Salesforce) for lead capture forms. Key requirements: migrate all existing content and preserve SEO URLs (301 redirects required); rebuild page templates using Umbraco's block editor; implement a headless content delivery layer for the investor relations microsite; SSO integration with Azure AD for CMS editors; multi-language support for UK and US content variants; performance target: Core Web Vitals green across all pages. The current site averages 40,000 monthly sessions. Go-live is targeted for Q3. Our internal team can provide content and brand assets but has no Umbraco experience.
↓ paste into Anvil — 58 seconds later ↓
✦ Anvil Output

Umbraco CMS Migration

Client: Meridian Financial Group  ·  Generated in 58s
Migrate the Meridian Financial Group corporate website to Umbraco 13, preserving SEO equity and integrating with Salesforce CRM and Azure AD SSO. The 11-week phased approach covers content migration, block editor rebuild, headless delivery for the IR microsite, and multi-language content variants, with a 15% contingency buffer against ERP API documentation gaps.
268h
Total Effort
11wks
Duration
6
Milestones
£74–82k
Est. Budget
📋

Milestones & Effort

M1 40h
Discovery & Technical Audit
Audit existing CMS structure, map content inventory, inventory URL patterns and redirect requirements, assess Salesforce integration points, define success criteria for Core Web Vitals targets.
Week 1–2
Content audit report SEO migration map Redirect spreadsheet
M2 36h
Umbraco 13 Provisioning & Architecture
Set up Umbraco Cloud environment, configure Azure AD SSO for CMS editors, establish multi-language content structure, define document type architecture for the block editor system.
Week 2–3
Cloud environment SSO configured Document type schema
M3 64h
Block Editor Templates & Page Types
Build all page templates using Umbraco's block editor: homepage, inner pages, news/insights, microsite layouts. Configure content delivery API for headless IR microsite. Implement responsive rendering across all templates.
Week 3–5
Block editor templates Headless API layer Responsive rendering
M4 48h
Content Migration (50 pages + 3 microsites)
Migrate all 50 content pages from the legacy CMS, preserving page structure and metadata. Migrate three microsites: investor relations, careers, and press. Implement 301 redirects for all known URL patterns. Quality-assure content rendering.
Week 5–7
50 pages migrated 3 microsites live Redirects active
M5 48h
Salesforce Integration & Multi-Language
Implement Salesforce CRM form integration for lead capture (contact forms, content downloads, newsletter). Configure multi-language content variants (EN-GB, EN-US). Implement language routing and fallback logic. SEO optimise hreflang tags.
Week 7–9
Salesforce forms live Multi-language live hreflang configured
M6 32h
UAT, Performance Optimisation & Launch
Stakeholder UAT across all page types and language variants. Performance audit and Core Web Vitals optimisation (LCP, CLS, INP). SEO validation pre- and post-launch. DNS cutover, post-launch monitoring, and 2-week hypercare support.
Week 9–11
UAT sign-off CWV: Green Live + hypercare
⚠️

Risk Flags

High
Umbraco 13 block editor learning curve — internal team has no prior experience and may require support during content population phase
Budget 2 days of hands-on CMS training for content editors in Week 4; provide editable documentation during migration
Medium
Legacy CMS content structure may require manual cleanup before migration — unknown depth of custom content types and media assets
Discovery phase (M1) includes content audit with effort estimate for any required pre-migration data preparation
Low
Q3 go-live target is achievable but tight given scope of 3 microsites and multi-language variants
Include explicit scope boundary in SOW; any additional microsite or language variants post-contract to be quoted separately
📅

Timeline

Week 1 11 weeks total Week 11 · Q3 target
Weeks 1–2
Discovery
Technical audit, content inventory, SEO mapping, Salesforce integration requirements, UAT scope definition
Weeks 2–3
Infrastructure
Umbraco 13 provisioning, Azure AD SSO, multi-language content structure, document type architecture
Weeks 3–7
Build
Block editor templates, headless API for IR microsite, responsive rendering, content migration, 301 redirects
Weeks 7–11
QA & Launch
Salesforce integration, multi-language, UAT, Core Web Vitals optimisation, go-live, 2-week hypercare
👥

Team Recommendations

Senior .NET Developer
100% allocation
Umbraco 13 ASP.NET Core Azure AD Headless APIs
Front-End Developer
100% allocation
HTML/CSS Responsive Core Web Vitals Accessibility
Project Manager
50% allocation
CMS training UAT coordination Stakeholder comms
📌

Assumptions

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