ImageSource Team
By ImageSource Team on September 10, 2021

Temperature Checking your Content Migration

While you're migrating, you've got to check in and regularly take the project's temperature. Migration projects are high-value with a lot of moving parts and hands. Things can and will get messy if when you're not paying attention. Whatever stage you're in in the migration process, selecting your new system or running final tests, take a minute to regroup and ensure the entire Project Team is on the same page.

We have educated and guided stakeholders at all types of organizations to the best solutions based on budget, timelines, and requirements here at ImageSource, for over 26 years. We know what you're going through. We consistently see that it pays to take a step back and consider your options at any stage in the process, whether you're still unsure of your technology choices or you've run into some roadblocks mid-project.

First step: take a minute to review your project outline and defined goals. Our project managers and the teams they lead typically hold workshops during this time, reserving time to check status, obstacles, or delays and document action items and due dates. The goal is more efficiency and progress and not feature creep throughout the project.

Unnecessary features can bog down workflows and create more steps or clicks for users. It might seem far off now, but as products continue to version up and more functions become available and included in products, this is a genuine problem. During the workshops, stakeholders address these issues and guide the right decisions for their organization. Have you reviewed what's happened during your project and what's coming next? Try a workshop. While evaluating, don't forget to check in with the end-users; business process automation is only helpful if used!

During and after the workshop where we confirm requirements, our next objective is to review the products available and select the best one for you. It could be ILINX that covers all the defined requirements or a combination of technologies. There may be several out-of-the-box software options that fulfill meet the needs of your project.

However, most organizations, small or large, have unique business processes and require configurable workflow options, database links, or specific security requirements. Software with this functionality ranges in licensing, software, and implementation costs. The most important thing-make a choice and follow through with it. Get the implementation work started, so your migration is pointed in the correct direction from the start.

Again, it is crucial to have the requirements identified from the beginning. When the organization reviews the software demos and proof of concepts, requirements help you select the best and most cost-efficient solution. After the workshop, one of our best practices is a daily stand-up meeting. If you're lucky enough to all be in one location, it's a quick five minutes in front of a whiteboard with the team. Take brief notes on the obstacles your staff is communicating, and help them get around them, or get them out of the way if you can.

Excellent team collaboration and problem-solving happen quickly if consistent with the stand-up (or scrum) style meeting. It can happen remotely too. Pick a time either early in the workday or at the end to get everyone on camera, share your screen and note-taking, make it simple to see completed tasks and if timelines are coming together.

If you had problems maintaining communications during your migration project, how did you overcome those obstacles? Do temperature checks work for you? Share your responses in the 'Comments' below.

For the ultimate guide about content migration, read everything you need to know about content management migration.


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Published by ImageSource Team September 10, 2021
ImageSource Team