You’ve decided to migrate from your existing automation platform to another that’s more accessible, flexible, and powerful.
There’s just one obstacle that’s preventing you from modernizing your business processes: transitioning to the new automation platform.
Here are 3 tips that can help your organization make this transition a success.
Related: How Hubspot migrated to Workato
1. Decide on your migration approach
There are 2 types of approaches to consider:
- Lift and shift: You move your existing workflow automations to the new platform.
- Modernize: You replace your workflow automations with ones in your new automation platform.
In most cases, you’ll need to use the modernize approach. It may sound intimidating, but with a modern, low-code automation platform, the process is easy.
2. Establish a migration team
You’ll need a team to make this migration go smoothly. You can structure yours by including process owners, testers, implementers, and an executive sponsor. Let’s break down each:
These are the colleagues who own the marketing automations, finance automations, HR automations, etc. that you need to migrate. You need these colleagues fully aware of and bought into the migration in order for it to be successful.
Pro tip: If a cross-functional partner isn’t sure about migrating their workflows, explore the pain points they currently experience (like cost or level of manual work) and how the new platform can resolve or mitigate them.
Stripping out an existing workflow that serves a critical business function (e.g. lead routing) and replacing it with one that doesn’t work can be detrimental to your business and hurt your project’s credibility.
To ensure every migration works properly, you should dedicate someone in a function like business technology to test it out before taking it live. You might even want to test them yourself just to double check.
This team is involved in rebuilding the workflow automations on the new platform.
Since the new platform is low code, you should include the process owners in this team—after all, they know how their processes work as well as anyone.
Migrating automations requires some investment up-front, both in time and money. If you can convince an executive sponsor that the migration brings significant value to each of your workflows, they’ll not only get on board but also help you finance the project.
3. Prioritize your migrations
Assign a level of business priority to each workflow. You can then focus on migrating the most important ones first.
Here are just some examples of when you should prioritize certain migrations and modernize them:
- Employee onboarding: Your company is growing quickly, and you need to bring on hundreds of new employees within the next year.
- Accounts payable: Your organization works with hundreds of vendors, and the process of paying them is still largely manual and time consuming with the existing automation platform.
- Customer support: Your automation platform can’t support the team’s new processes around managing tickets.
To help guide your prioritization, try factoring in metrics that each migration impacts. These can include time savings, sales, employee experience, etc. If it’s clear that a migration influences multiple important metrics, or can influence one by a significant amount, it may be a sign that it’s worth prioritizing.
Now that you have these 3 tips in mind, you should feel confident about transitioning to your new automation platform!