Migrating from one marketing technology platform to another can be daunting. Many companies have found that their current platforms weren’t fast or innovative enough to support their needs in the COVID-19 economy. Moving to a new platform requires a systematic and precise approach and should not be rushed. It is important to take the time to properly inventory your existing systems and conduct comprehensive user acceptance testing. Additionally, it is essential to plan the cutover between platforms and to give yourself enough time to do so.
To ensure a successful migration, there are four main focus areas to consider: discovery, moving to the new platform, user acceptance testing and sending an email campaign. The discovery process is the most important step and should not be skipped or rushed. It requires deep diving into your data, processes, APIs and access, and should take a global perspective of the entire operation. This will reveal unexpected strengths, weaknesses and gaps and enable you to get the most out of your new platform. Moving to the new platform is a systematic process, and user acceptance testing is essential to ensure everything is working correctly. Finally, when sending an email campaign, it is important to wait until the system is ready and not to try every new feature all at once.
Overall, it is important to remember that the migration process takes time and should not be rushed. Having a thorough understanding of your existing systems, a plan for the cutover and enough time to complete the process are essential for success.
Originally reported by Martech: https://martech.org/4-steps-to-take-before-hitting-go-on-your-new-martech-platform/
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