Post‑Migration Confirmation

## Epic: Post Migration

**8 participants tested, March 2026**

### Summary
User testing shows that confirmation after migration is a critical trust moment,
not a courtesy. Every participant missed the existing success message. When
confirmation was absent, participants were unsure whether migration had worked
and spent time trying to validate success.

Completion must be obvious, immediate, and reinforced — both on screen and
via email.

**Outcome:** Users clearly know migration is complete and trust that nothing
more is required.

---

### User Story: See success confirmation on screen
**Confidence:** High | **Support Risk:** High

As a business owner
I want to see a clear success message
So I know migration worked

#### Notes
- All participants missed the existing success message
- Participants were unsure whether the process had completed
- "I wish there was some sort of a message saying you have now successfully
migrated"
- Make completion messages persistent and highly visible; treat as essential,
not optional

#### Evidence
All 8 participants missed the existing success message. Every single person
finished the migration unsure whether it had worked. This was directly observed
in every session — the strongest finding in the entire study.
*(Research report Slide 20; BCR 003, 004, 005 visible;
directly observed in all sessions per PPTX "all missed")*

#### Actions
- [x] Add a clear, prominent success state at the end of migration
- [x] Ensure confirmation remains visible long enough to be noticed
- [x] Validate that users can immediately tell the task is complete

---

### User Story: Receive a confirmation email after migration
**Confidence:** High | **Support Risk:** High

As a business owner
I want a confirmation email
So I have proof that migration succeeded

#### Notes
- Participants expected a follow-up email — described as the primary signal
of success
- Lack of email confirmation created uncertainty and led users to re-check
the system
- Participants expect the email to include account details, company status,
and future access guidance
- Some expect contingency instructions for users who miss the deadline

#### Evidence
6 out of 8 participants explicitly expected a confirmation email after completing
migration. The research report treats this expectation as universal across the group.
*(Research report Slides 20–21; BCR 003, 004, 005;
BCR 001, 002, 003, 004, 005, 007)*

#### Actions
- [ ] Send an automated confirmation email after migration
- [ ] Ensure the email clearly states migration was successful
- [ ] Include confirmation details users can keep for records
- [ ] Include a link to the Business Dashboard
- [ ] Suggest they retain the email and bookmark the Business Dashboard
- [ ] Add contingency guidance for users who miss the deadline

---

### User Story: Understand what to do next after migration
**Confidence:** Med | **Support Risk:** Med

As a business owner
I want to know how to access my account going forward
So I am not confused later

#### Notes
- Participants expected guidance on how to return to the system later
- Some wanted contingency instructions if they missed the deadline
- Clear guidance reduced anxiety about future access
- Include next-step guidance in both on-screen and email confirmation

#### Evidence
3 participants explicitly asked what they should do next after migrating. Others
likely had the same question but expressed it through the confirmation email
expectation instead.
*(Research report Slides 20–21; BCR 001, 003, 004)*

#### Actions
- [ ] Add "what happens next" guidance to confirmation screens
- [ ] Include future access instructions in confirmation email
- [ ] Link confirmation screens and email to the same guidance page

Start by locating the migration completion flow, the existing success message, and the email-handling entry point in the JavaScript/Vue and Flask application. Compare the implementation with the unchecked actions: a persistent on-screen confirmation, an automated email containing the listed details, and shared guidance for future access; done means all three user stories are covered.

Written by the indexing model from the issue text.