Smart Questions to Guide Your Event Tech Migration
Migrating your event technology platform can unlock significant efficiency and innovation—but only when it’s handled thoughtfully. Asking the right questions upfront ensures a smoother transition, better alignment with your goals, and stronger adoption by your team. Here’s a tailored list to guide your migration process.
1. What Are Your “Why” and Desired Outcomes?
Clarify the main reasons for switching—whether it’s outdated features, poor user experience, lack of analytics, or integration challenges. This helps ensure the new platform resolves current pain points and supports future growth.
2. What’s on Your Tech Wishlist?
Compare what your current system lacks with what you want: better reporting, hybrid event tools, integrations with other platforms, registration flexibility, etc. Having a clear feature wishlist guides evaluation and vendor conversations.
3. How Will Data Move Over—and Safely?
Ensure your migration includes data backup, secure transfer, and validation to prevent loss or corruption. A tested, staged migration helps avoid surprises on event day.
4. What Training Does Your Team Need?
Even the most intuitive tools require orientation. Early training and involvement build confidence and avoid adoption delays.
5. How Will Users Adapt to the Change?
Change affects people, not just platforms. Set expectations early with stakeholders, use clear communication, and plan for transition support.
6. Is Mobile Accessibility a Priority?
Mobile-first access is essential—especially for hybrid and mobile-conscious attendees. Ensure the platform delivers a seamless experience across devices.
7. What Integration Capabilities Are Essential?
List key systems your event relies on (CRMs, payment gateways, email tools, analytics platforms) and confirm the new platform supports these without friction.
8. How Will You Measure Success?
Define clear metrics—like registration-to-attendance rates, session engagement, or lead capture—to compare pre- and post-migration performance.
Summary Table
| Question | Purpose |
|---|---|
| Why are we migrating? | Clarify goals and pain points |
| What do we need from the new platform? | Prioritize features and functionality |
| How will data be handled? | Secure and accurate migration |
| What training is required? | Ensure smooth team adoption |
| How will we manage change? | Foster support and clear communication |
| Is mobile access optimized? | Maximize accessibility and user experience |
| What integrations are needed? | Maintain workflow continuity across tools |
| How will we measure ROI? | Track success and impact post-launch |
Conclusion
Migrating event tech is more than a technical upgrade—it’s a transformation in how you deliver events. By asking these questions early in your planning, you’ll ensure the new platform aligns better with your vision, your audience’s needs, and your long-term strategy. Ready to explore potential platforms or migration roadmaps next?
