ChatGPT or Copilot to Claude consulting

Old conversations are rarely worth carrying over. The assets that matter are the reusable ones: custom GPTs with their instructions, knowledge files and actions; Copilot Studio and Agent Builder agents; prompt libraries kept in a shared document; and the connections to SharePoint, Google Drive or a CRM that make answers specific to your company. Claude has a direct home for each. A Project holds standing instructions and uploaded knowledge and can be shared with view or edit rights. A Skill packages a repeatable procedure that owners can provision to the whole organization. A connector gives Claude governed access to a system. A good migration rebuilds the few dozen assets people use every week and retires the rest on purpose.

1. 01

   What you can export from ChatGPT and Copilot

   Export options differ by product, so check them before announcing dates. OpenAI's help center (checked October 26, 2026) says ChatGPT Business members cannot export their own workspace data; a workspace owner can export a member's data from the Members page when the option is available. ChatGPT Enterprise owners have the Compliance API, which OpenAI moved into its Compliance Logs Platform in December 2025, covering conversations, uploaded files, workspace GPT configuration, memories and users. On the Microsoft side, the Copilot Studio agent inventory (a preview feature per Microsoft Learn) lists draft and published agents with creator, channels, authentication and connectors. Microsoft stores Copilot prompts and responses for retention in a hidden folder of each user's Exchange mailbox, governed by Purview policies.

2. 02

   When running both is the better answer

   A full switch is not always right. Microsoft Learn (updated October 2026) says Anthropic is a Microsoft subprocessor and Anthropic models are on by default for most commercial tenants outside the EU, EFTA and UK, available in Microsoft Copilot, Researcher, Copilot Studio and Copilot in Microsoft 365 apps. A company that keeps Microsoft 365 Copilot for mail and meetings may already have Claude models there. Others keep ChatGPT for one department with deep GPT investment and move everyone else. We size each option by job, not brand: which teams need Claude Code, long-document work or Claude connectors, and which are well served where they are. Paying for two assistants is fine when each has a defined job and an owner.

3. 03

   Why Abstrakt Solutions

   Platform migration is familiar work for us. As a Salesforce partner since 2017, we move companies off HubSpot, Dynamics and spreadsheets with the same sequence this needs: inventory, field mapping, cutover rehearsal, parallel run and decommission. We also build on Microsoft Copilot and OpenAI models for clients, so we have no reason to tear out a tool that works, and we will say so when coexistence is cheaper. Our team holds 12 Claude certifications, and Abstrakt Solutions is a Certified Services Partner in the Claude Partner Network. When the assets being moved touch Salesforce, we rebuild them on Claudeforce or a Salesforce MCP server with the same permission model your CRM already enforces.

The engagements we run most often on ChatGPT or Copilot to Claude, from first implementation through optimization.

1. 01

   Inventory assets and usage

   We pull GPT lists and configurations from ChatGPT Enterprise admin tools or the Compliance API, Copilot Studio agents from the Power Platform inventory, and shared agents from the Microsoft 365 admin center Agent Registry. We add prompt libraries and connectors people name in short interviews. Each asset gets an owner, a usage estimate, its data sources and any write actions. Owners: IT, the AI lead and one power user per department. Owners mark stale assets for retirement before any rebuild starts.

2. 02

   Map and rebuild priority assets

   Each kept asset is mapped to a Claude Project, an organization Skill, a connector-backed workflow or a custom agent. GPT actions and Copilot Studio connectors become MCP connectors with scoped credentials, never a shared admin key. We save five to ten real inputs from the old tool for each asset and compare outputs side by side. The asset owner approves the rebuild in writing, which gives users a reason to trust it on day one.

3. 03

   Cut over identity and access

   We verify domains, connect SSO, choose JIT or SCIM and build custom roles from IdP groups, including which teams get Claude Code and which connectors each role may use. Before saving provisioning, we confirm every intended user is assigned to the Anthropic app in the IdP, since unassigned users are removed on save. Microsoft Entra pushes SCIM changes about every 40 minutes, so we schedule the cutover with that delay in mind.

4. 04

   Run both tools in parallel

   A pilot group moves first, then departments in waves. During the parallel window both tools stay live, users log tasks where Claude fell short, and we fix the asset or the training each week. Managers get a one-page brief: what is moving, where old work lives, who to ask. We hold office hours and keep a short FAQ current. The window ends on a date set at the start, not when complaints stop.

5. 05

   Exit licenses and dispose of data

   We export what your records owner wants kept: ChatGPT Business member exports by owners, Enterprise data through the Compliance API, and confirmation of Purview retention for Copilot interactions. We remove connectors, service accounts and OAuth grants tied to the old tool. Seat reductions are timed to billing; OpenAI says ChatGPT Business seat reductions take effect at the start of the next billing cycle. Then the decommission checklist is signed and filed.

1. 01

   Bulk-copying every GPT and agent

   Most inventories are full of drafts and one-off experiments. Rebuild what people use weekly and retire the rest on a published list.

2. 02

   Cancelling seats before exporting records

   ChatGPT Business members cannot export their own workspace data, so owners must export before access ends. Legal should approve what is kept and where.

3. 03

   Recreating GPT actions with a shared admin key

   A connector built on one broad credential gives every Claude user that credential's reach. Use per-user authentication or a narrowly scoped service account.

4. 04

   Ending the parallel run without a date

   Open-ended overlap doubles license cost and splits support. Set the end date and the success checks up front.

Other Claude platforms we implement

• What should an AI acceptable-use policy say, and how do you enforce it in Claude?
• Should you build Claude agents on the Messages API, the Agent SDK, or Managed Agents, or buy one?
• How do you roll out Claude Code to an engineering team safely?
• What does Claude Enterprise cost? Seats, usage, API rates and rollout services
• Claude Enterprise vs. ChatGPT Enterprise vs. Microsoft 365 Copilot: which fits your company?
• How can finance and accounting teams use Claude without weakening controls?
• Claude Team vs. Enterprise: which plan does your company need?
• How do you connect Claude to your company's data? SharePoint, Google Drive, Slack, databases and ERPs
• Does Claude train on your data? Training, retention, zero data retention and where data lives
• How do you roll out Claude company-wide? A phased plan with owners, settings and checkpoints
• Is Claude HIPAA compliant? What the HIPAA-ready offering and BAA actually cover
• How do you measure the ROI of Claude in your company?
• What are Claude Skills, and how do companies build their own?
• What does a Claude implementation partner do, and do you need one?
• Using Claude with Salesforce: where it fits alongside Agentforce