Guide

How to Successfully Migrate Your MarTech in 4 Phases

How to Successfully Migrate Your MarTech in 4 Phases

Pages 9 Pages

MarTech migration involves four key phases: Strategize, Document, Migrate, and Test. Start by developing a detailed strategy, securing stakeholder buy-in, defining business objectives, and outlining team roles. Documentation can be done manually or with automated tools like ObservePoint for greater speed and accuracy. Migration strategies include the time-intensive "fresh start" or the faster, automated "lift and shift" approach. Rigorous testing, both manual and automated, ensures functionality, data integrity, and performance across development, staging, and production environments. Automated audits and tag validation streamline the process, ensuring a seamless, accurate migration and long-term MarTech success.

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