3 Key Considerations for a Successful Platform Migration

Robert Hanson

A client’s effort to migrate to another community platform is a significant project that requires the same care and professionalism as any other important technology project. The execution and cut-over must occur seamlessly. 

Companies depend on their community platform to communicate and collaborate, which is mission-critical to their business. In addition to the impact on users, there could be thousands, possibly millions of pieces of content that need to be moved from one proprietary format to another. For companies, this information is the digital memory of their organization. 

We break down the community migration effort into three main components: platform selection, content & data migration, and platform configuration. By understanding each of these components and taking the necessary steps, you can ensure a smooth transition to your new community platform. Before we begin, a useful metaphor may be to equate your community migration with a personal move to a new home. Let's dive in!

#1. Platform Selection

The software selection is akin to selecting a new home. There are many to choose from with a variety of attributes. What you value is unique to your situation and will guide your selection.

#2. Content & Data Migration

The content migration is similar to moving all of your furniture, boxes, and other personal belongings from one home to another. In both cases, these are your important possessions and assets, and if somehow they were lost or damaged it would be very impactful.

#3. Platform Configuration

Finally, the platform configuration is similar to the setting up of your new home. How you lay out each room is unique to its purpose. In some cases, you may set it up similar to how you had it in your previous location (we refer to that as “lift and shift”). In other cases, you may have new thoughts on the room’s purpose or a better way to achieve the results you are looking for.

You Need Experienced “Movers”

Just like moving to a new home, a successful community migration requires detailed planning and assistance from experts along the way. Think of Social Edge as expert data “movers.” We have the skills and experience to help you seamlessly “move” to your brand new digital home. If you would like to book a discovery call, contact us today.