Thinking about moving data from one Constituent Relationship Management (CRM) solution to another can be stressful for any organization. However, the ideal time to think about how to prepare your existing data for the move is well before you choose a solution and start implementation. In fact, it may be just about now.
Cleaning, sorting, and organizing data in legacy systems well prior to a data migration can save you time and money. Better, your implementation will be more successful — and your staff will be happier with the end result.
In this half-hour session, you’ll hear from an experienced technical project lead about high-value, system-agnostic activities that your nonprofit can manage internally — even with limited resources — before you ever talk to a data migration engineer. We’ll also discuss valuable change management and data maintenance strategies to keep your data pristine long after your move.
Session Type30 minute session
- Effectively plan high-level activities including deduplication, address verification, code table cleanup, and name parsing that internal resources can complete.
- Learn about common tools that you may already have to help automate some of the data cleaning and preparation.
- Understand common pitfalls in the data cleanup process and find out how to avoid them.