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Strategies for Data Migration in Engaging Networks: Expert Insights and Practical Tips

Learn essential strategies for migrating data to Engaging Networks, including planning, retaining history, automation, and data centralization. Discover why data migration is crucial for a unified view of supporter activity and how to plan and execute a successful migration process with expert guidance.

galvin-griffin
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Strategies for Data Migration in Engaging Networks: Expert Insights and Practical Tips

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  1. Migrating DataEngaging Networks 2012 Community Conference 16 Oct 2012 @fairsay duane@fairsay.com

  2. Style Ask questions whenever you have them Raise real situations to help make ideas relevant Share your interests so they can be explored @fairsay duane@fairsay.com 2

  3. Geek since the 1980s 2001-4 Oxfam GB’s first eCampaigning manager Launched FairSay in 2004 Delivered trainings for years “The godfather of good geekery” - Tom Allen at ActionAid “Foremost guru in e-campaigning” - Linda Butcher, Sheila McKechnie Foundation Experience with Oxfam Greenpeace Amnesty WWF NSPCC Macmillan IFAW Save the Children Action Aid Which Rethink etc… Who am I? @fairsay duane@fairsay.com 3

  4. The brief for the this session Main aim • Share strategies for migrating data to EN Cover • Planning a data migration • EN’s features for migrating data 4 @fairsay duane@fairsay.com

  5. Why are you here? @fairsay duane@fairsay.com 5

  6. Reality check… eAdvocacy Email eFundraising Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) @fairsay duane@fairsay.com 6

  7. Goal: All data in one place Considerations • Can I migrate data and retain history and detail? • Is it relatively easy to do? • Can it be automated? • Can I get information out? …for Engaging Networks the answer is ‘yes’ for all …so it is a platform you could centralise supporter data @fairsay duane@fairsay.com 7

  8. Why migrate data? • Integrated view of supporter activity • Existing systems are no longer fit-for-purpose • Want to retain history of supporter activity …any more? @fairsay duane@fairsay.com 8

  9. How to plan a data migration • Know why you wish to do it and the benefits it is expected to bring…and ensure plans to realise benefits • Get the target data structure and column values/formats and match up existing data with it. • Create any new fields necessary to ensure complete migration (supporter id, notes, • Produce a sample of the data in the target format and do a test import, then verify it worked. (and then migrate rest of data if it did) @fairsay duane@fairsay.com 9

  10. What are you plans and questions? @fairsay duane@fairsay.com 10

  11. Help is available! Engaging Networks • can help you understand the import structure, values and formats • can help you configure EN in new ways to use that data FairSay • export your data from existing systems • transform the data into the EN format • run the test imports and final imports • support new uses of the integrated data • analyse the integrated data @fairsay duane@fairsay.com 11

  12. Questions? Comments? Learn more at Join the eCampaigning Community: fairsay.com/ecflist Attend eCampaigning Forum Europe (in Austria) Nov 7-9 FairSay Blog: http://fairsay.com/blog Care2’s Frogloop Blog: http://frogloop.org Contact me: Duane Raymond Duane@fairsay.com Skype/ Twitter: fairsay http://fairsay.com 12 @fairsay duane@fairsay.com

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