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5 Best Practices – How to correctly migrate from your legacy platforms to new-age CCM platforms

It is nearly hard to ignore the significance of transferring traditional IT customer communication systems to the newest CCM solutions. Particularly in sectors with a high document dependency, like banking, insurance, utilities, and communications. Although CCM migration is a challenging task, it may be completed without incident with the appropriate advice. Following the proper method, a new foundation will be built that will sustain billions of communications and last for decades.

It will be an addition to the current setup for the majority of industries, successfully enabling new systems, new processes, and new consumer communication channels. Businesses can create unique and memorable client journeys using a customer communication management platform. Organizations may improve user experience and foster loyalty by connecting with customers on their preferred delivery channels thanks to CCM software's cutting-edge and effective features.

So, what are the best practices that organizations need to keep in mind while migrating their existing legacy platforms to the new-age CCM software?

Discovery (Understanding the goal of CCM migration)

The key to securing organizational support and the successful completion of any digital transformation project is reaching an agreement on the reasons behind the migration of your CCM platform. Is the motivation for examining a new customer communications management strategy driven by compliance needs, core system modernization, risk reduction, centralizing communications across lines of business, cost reduction, introducing more agility into communications strategy, better empowering business users, or perhaps providing an all-around better customer experience? Moving to a modern CCM solution may have all of these benefits, but the main motivating factor will help to determine not only the core buying and evaluation group that you'll need to engage with but also the key performance indicators and success metrics to quantify the success of the migration.

Understand the available technology

Software purchased from vendors more often does not completely meet the needs of the business. Depending on the demands of the deployed technology, certain business operations might need to change. Businesses that utilize a variety of software may also find it challenging to integrate their systems with third-party applications. With its ability to easily interact with current software, custom software may give an organization the best performance and flexibility possible. Organizations are empowered by CCM technology by receiving specialized offers based on their specific business needs. The custom software offers a long-term solution and scales operations to accommodate the expanding business requirements.

Design and Architecture

The first step in the CCM Architecture and Design process is to identify the business needs and requirements of the current state. This is accomplished by reviewing all necessary documentation related to the existing system. Once a clear understanding of current requirements has been established, a thorough analysis of functional and non-functional requirements takes place.

In this stage, it is necessary to assess what must be changed or improved for the architecture and design to address these needs. To ensure optimized responsiveness of CCM solutions to which you are switching within the allotted period, we develop a high-level CCM architecture that supports changes, based on your requirements. This is then pushed for development with definite deadlines to maintain on-time delivery

Thorough Testing

A small, manageable pilot project that, ideally, has as few unknowns as possible should be the first step in the implementation process. Create baseline tests incorporating CCM processes or products and manageable data sets that can be easily compared to a process in the legacy environment that is similar in terms of data correctness, throughput, etc. Continue to thoroughly test each release as the migration is implemented step-by-step.

Training and Knowledge Transfer

To help system users comprehend the possibilities of the system, we offer training sessions and the tools required for the new environment. Share your early successes with peers and the executive suite horizontally. Use hard statistics to quantify the program's many aspects, including gains in productivity, ROI, error reductions, and other observable measures.