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Do you know how to switch private community vendors without upsetting your customer or management? Online community software is a staple of modern customer and member engagement strategies. However, over time, your strategies evolve, your community grows, and your online community software vendor goes through changes too. Each week, dozens of organizations want to change or upgrade their private social networking software, but don’t want to lose any of the activity data and engagement they have worked hard to generate. To help businesses and membership organizations learn how to make this transition smoothly, Socious has developed a new educational webinar. View the full webinar-on-demand at: http://web.socious.com/webinar-how-to-switch-online-community-platforms
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HOW TO SWITCH ONLINE COMMUNITY PLATFORMS
WITHOUT LOSING YOUR MIND OR YOUR JOB
Tech Check
Ask Questions in the Q&A Panel
We ARE Recording!
Twitter: @SociousSoftware
HOUSEKEEPING
FEATURED SPEAKERS
Catherine Davidge Association for Molecular Pathology (AMP)
Paul Schneider Socious
TODAY’S DISCUSSION
1. The Keys to Successfully Changing Your Online Community Platform
2. Answers to the Most Frequently Asked Process Questions
3. Questions You Must Ask Your Old & New Online Community Software Providers
WHY DO ORGANIZATIONS CHANGE ONLINE
COMMUNITY SOFTWARE?
AN ONLINE COMMUNITY STORY
WHY FOLLOW A PROCESS
KEYS TO A SUCCESSFUL SWITCH
UNDERSTAND WHY YOU ARE MAKING THE SWITCH
UNDERSTAND WHY YOU ARE MAKING THE SWITCH
Make a clear case.
Survey and interview customers or members.
UNDERSTAND WHY YOU ARE MAKING THE SWITCH
Get stakeholder buy-in and let them
serve as champions.
PRO
TIP
UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM
YOUR OLD COMMUNITY
UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM
YOUR OLD COMMUNITY
How to avoid losing historical activity data.
How to import existing community data into your new platform.
UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM YOUR OLD COMMUNITY
Identify data migration experts either internally or
externally.
PRO
TIP
YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
This is an opportunity for a smarter online community rollout.
Take the time to make a plan.
YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
Involve the stakeholder champions.
PRO
TIP
DON’T FORGET THE TRAINING
DON’T FORGET THE TRAINING
How to retain community members during a community
platform change.
Take advantage of webinars.
MAKE IT FUN FOR YOUR COMMUNITY
MEMBERS TO RE-ENGAGE
MAKE IT FUN FOR YOUR COMMUNITY
MEMBERS TO RE-ENGAGE
Get your community excited.
How to creating sustainable online community.
GUIDANCE ON THE MOST FREQUENTLY ASKED
QUESTIONS
MOST FREQUENTLY ASKED QUESTIONS
What is the best way to evaluate other online community
platforms, so I don’t end up in the same boat again?
MOST FREQUENTLY ASKED QUESTIONS
What is the first step in a transition?
MOST FREQUENTLY ASKED QUESTIONS
When should I tell my current provider we are leaving?
MOST FREQUENTLY ASKED QUESTIONS
Should there be a cost to transfer our existing data to the new
system?
MOST FREQUENTLY ASKED QUESTIONS
What types of data will I be able to transfer?
MOST FREQUENTLY ASKED QUESTIONS
What format should my data be in?
MOST FREQUENTLY ASKED QUESTIONS
Will I lose data in the transition?
MOST FREQUENTLY ASKED QUESTIONS
What are tips for communicating with the two vendors in this
transition?
MOST FREQUENTLY ASKED QUESTIONS
How do I let my members know we are switching to a new
system?
MOST FREQUENTLY ASKED QUESTIONS
When should I let my members know we are switching systems?
IMPORTANT QUESTIONS TO ASK YOUR NEW AND
OLD VENDORS
ASK YOUR OUTGOING COMMUNITY PROVIDER
Who will be our contact as we make this transition?
#1
ASK YOUR OUTGOING COMMUNITY PROVIDER
What format are you prepared to give us our data in?
#2
ASK YOUR OUTGOING COMMUNITY PROVIDER
Will you give us two loads (a test load & the actual load) or just one?
#3
ASK YOUR OUTGOING COMMUNITY PROVIDER
How much lead time will you need for us to get the data on the date required?
#4
ASK YOUR OUTGOING COMMUNITY PROVIDER
Will there be a cost for the extraction of our data or do we need to pay future months payments upfront to get our community data?
#5
QUESTIONS TO ASK YOUR NEW ONLINE COMMUNITY PROVIDER
ASK YOUR NEW COMMUNITY PROVIDER
What is the lead time you need to do the final load?
#1
ASK YOUR NEW COMMUNITY PROVIDER
What formats can you work with to import our data?
#2
ASK YOUR NEW COMMUNITY PROVIDER
What data can be imported? #3
ASK YOUR NEW COMMUNITY PROVIDER
How much experience do you have importing data from other systems?
#4
ASK YOUR NEW COMMUNITY PROVIDER
Since we don’t want to go through this again, can we add the following clause to our contract?
#5
ASK YOUR NEW COMMUNITY PROVIDER
“The data that is shared in the system (blogs, discussions, files, member data, graphics created by Customer) will
always remain the property of the Customer. At no time does ABC Company have rights to this data for its own use other than to administer it through the site. If the Customer should terminate this agreement, ABC Company will work
with Subscriber to give the data back in an acceptable format to the customer.”
TAKEAWAYS
MANAGING CHANGE
FEATURE SELECTION
DATA CONVERSION
TRAINING
QUESTIONS
Catherine Davidge Association for Molecular Pathology (AMP) www.amp.org
Paul Schneider Socious @SociousSoftware
