One of the many reasons you likely started considering event software migration is that your planning needs have evolved and become more sophisticated. As a leader in your business, you know that your needs will only continue to grow and change over time. Therefore, you need a solution that can also grow with your organization’s needs.

Event software migration can be a long and tedious process. After doing the research and having many discussions with your internal team about what suits your organization the best, it’s important to deconstruct all the details and features to migrate successfully to your next event management platform.

Platform fitness level determines if and how to migrate

You must first consider product fitness when considering event software migration and looking for an event management software supplier. Secondly, you need to clearly understand your pain points and which functionalities would become a problem-solver for your events. No matter how confident or brand new in event management software you are, the probability is that you will produce lots of questions and will need assistance at some point during your journey. Ensure your next event management platform provides global 24/7 customer service via various channels. A good provider usually has a video FAQ/tutorial database. Feel free to ask about their response times and customer satisfaction.

Avoid potential disasters before migration starts

It’s good to assume that the logistics of event software migration will be challenging. If you and your team aren’t on the same page, it can cause potential disaster even before migration starts. From migration to implementation, being on top of the process is important to reduce wasted time. Start by focusing on your priorities or must-have event planning essentials (i.e., event sourcing, registration, websites, badge scanning) and introduce them to your team first. This enables you to get back to your core business as soon as possible, and that’s organizing events and conferences!

5 steps for a successful migration

Whether you are considering full event software migration or transitioning from the spreadsheets and manual process, always take these five steps to make it efficient:

• Prepare for your migration kick-off

• Think through custom integrations

• Address security and scalability

• Look into a platform for customer services and client satisfaction (i.e., case studies, testimonials)

• Take time to get your team adequately trained