Technology Implementation & Migration Process
When managing the tech stack for a multi-vertical company that was consistently growing, both organically and due to M&A, I was tasked with regularly integrating and migrating new business units into the existing tech stack, training teams, and adjusting for unique business cases that required innovative solutions.
The visibility into both the big picture and details, comprehensive auditing, and broad gathering of information required effective communication across various teams, project management skills, and the ability to distill complex, technical topics into easy-to-digest explanations.
The scope of any new project needs to be defined early with roadmaps and stakeholder input.
Key aspects of integrating and migrating new business units into the tech stack include:
- Researching best practices
- Developing documentation and SOPs (Standard Operating Procedures)
- Standardizing information & processes, create templates when possible
- Creating a knowledgebase and/or resource library for readily-accessible information
- Building automated, customized data reports and dashboards
- Providing ongoing training in tech use and best practices to affected teams
- Staying up to date on technology trends and changes
- Continuously optimizing account technology, focusing on reaching business goals
- Monitoring performance and troubleshooting issues
- Employing automation to encourage user compliance
When the data is compiled, I prepare a pitchdeck to outline the benefits and details of the suggested technology upgrade. I use Google Analytics, Looker Studio, Power BI, Domo, or another BI tool to provide predictive and comparative data, including the return on investment and other relevant KPIs (AOV, ARPU, LTV), with data on proposed resource allocation and increased efficiency when relevant.
Automation & AI
Automation and AI are crucial for reducing inefficiencies, making best use of resources, and improving overall conversions/revenue.
Automated Sales & Marketing workflows
Example: Lead magnet
First-person user data is captured via a lead generation source and routed into an automated workflow comprised of outbound strategies including phone calls and emails designed to propel them further down the funnel to conversion.
Create an Automated Marketing Workflow:
- Determine stage of purchase process – top, middle or bottom of funnel – and ultimate goal of workflow.
- Craft messaging and resources designed to engage, inform, and ultimately entice user to convert — engaging further with the brand and/or progressing through the marketing funnel.
- Ensure messaging is personalized and highly tailored to the funnel phase & channel.
- Phases: awareness, interest, consideration, conversion
- Funnel: TOF, MOF, BOF
- Establish the cadence of communications and design activities within each action.
- Create and include resources including whitepapers, case studies, demo videos, free trials, testimonials, and more.
- Align with product, sales, customer service teams. Provide phone scripts and other relevant resources.
- Create automated reports to track performance. Benchmark and annotate analytics at launch.
Build on the consideration phase by providing value, building trust and positive sentiment, and positioning the brand as a thought leader by sharing useful resources.
Let’s connect!
Interested in learning more or scheduling a call? Let’s discuss how I can contribute to your organization!
