Migrating to a new platform:

There are many reasons to need a new system, whether it be a CRM, CMS, or any other digital platform. The challenge is that many organizations do not know how to strategically plan for the transition to a new system, and important work can get lost in the shuffle.

COVID-19 was a wake-up call that investing in your digital engagement stack is crucial and the ability to be agile when necessary is key to accomplishing your mission. With Luminate, a CRM that many nonprofit organizations rely on closing up shop in 2022, this is a great opportunity for all of us to pause and think about how we would pivot when we were faced with this dilemma. 

Follow along in this webinar recording, “Migrating to a new platform: How to leverage a hidden opportunity” and learn what steps you should be taking when you need to make a change in your platforms!

Event Recording

Recorded July 14, 2021 | ~56 minutes

• Slide deck: Migrating to a new platform: How to leverage a hidden opportunity

More resources on platforms & processes

Want to go even deeper on improving your platforms and processes? Feel free to check out these resources, and email us to set up a personalized 1:1 discussion.

• When selecting a new vendor, don’t forget the intangibles
• How to choose email software that works for you (rather than you working for your system)
• Ready to take a closer look at your data?

If you attended all or part of the live webinar on July 14, 2021, please complete this 1-minute survey about your experience. Your feedback helps us develop future events that are even more responsive to your needs.

Speakers

Adam Good

Senior Strategist, ParsonsTKO

Adam Good has been working with organizations on their engagement strategies and platforms since “social widgets” were a thing and MySpace was still the space. He blends his professional experience in communication strategy, organizational change and digital engagement with a lifelong love of board games, music production and experimental poetry and art. The throughline connecting these interests is an abiding fascination with the systems that connect and empower people to have meaningful experiences and change the world. Beyond these interests, Adam is a voracious consumer of ideas and information across sources and boundaries; he folds his findings from all fields into an ever-evolving notion of engagement.

Eric Rojas

Senior Strategist, ParsonsTKO

Eric is an email evangelist who is committed to helping others tell their stories, by focusing on the people that will be inspired by them. With a digital marketing background in higher education and advocacy, Eric empowers policy-makers, educators, fundraisers, and experts to learn from their audiences’ needs. He encourages discovery to find the sweet spot where connection and engagement intersect. An email developer and platform guru, Eric enjoys solving puzzles and finding elegant solutions across all digital channels.