Migration & Upgrades

The Migration & Upgrades program helps customers transition to a new product line or SKU with minimal disruption to their operations. It ensures data integrity, clear communication, and support throughout the migration process, allowing customers to take full advantage of the new product features and benefits.

Main Audience

• Champions

Main Company Goal Supported

• Churn Prevention Metrics: A smooth migration reduces the risk of dissatisfaction and potential churn during transitions, ensuring that customers remain engaged and confident in the product.
• Increase Net Revenue Retention (NRR): Successful migrations often lead to increased product usage and expanded opportunities, as customers see the benefits of the upgraded or new product lines.
• Enhance Product Stickiness: By migrating customers to more advanced or feature-rich versions, this program ensures that they remain dependent on the product, integrating it further into their daily operations.

Customer Outcome (Objective)

Enable a seamless transition to new product lines or SKUs, ensuring minimal operational disruption, data integrity, and quick realization of the new product’s benefits.

Main Actions for the Audience:

Champions: Coordinate with internal teams to ensure readiness for migration, and monitor the post-migration period for any issues or opportunities.

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Key Actions:

• Migration Planning: Work closely with the customer to outline a clear migration timeline, including pre-migration checks and post-migration support.
• Data Integrity Assurance: Ensure that all necessary data is backed up and safely transitioned to the new product or SKU.
• Communication Strategy: Maintain ongoing communication with the customer throughout the process to manage expectations and provide updates.
• Post-Migration Training: Provide training or onboarding for the new product features or updates to ensure the customer is fully equipped to leverage the new product line.

Measurement of Success (Key Metrics):

• Percentage of migrations completed on time and without issues
• Customer feedback on the migration experience
• Increase in product usage or adoption post-migration