HOW TO SWITCH ONLINE COMMUNITY PLATFORMS
WITHOUT LOSING YOUR MIND OR YOUR JOB
 Tech Check
 Ask Questions in the Q&A Panel
 We ARE Recording!
 Twitter: @SociousSoftware
HOUSEKEEPING
FEATURED SPEAKERS
Catherine Davidge
Association for Molecular
Pathology (AMP)
Paul Schneider
Socious
TODAY’S DISCUSSION
1. The Keys to Successfully Changing Your
Online Community Platform
2. Answers to the Most Frequently A...
WHY DO
ORGANIZATIONS
CHANGE ONLINE
COMMUNITY
SOFTWARE?
AN ONLINE COMMUNITY STORY
WHY FOLLOW A PROCESS
KEYS TO A SUCCESSFUL
SWITCH
UNDERSTAND WHY YOU ARE
MAKING THE SWITCH
UNDERSTAND WHY YOU ARE
MAKING THE SWITCH
Make a clear case.
Survey and interview customers or
members.
UNDERSTAND WHY YOU ARE
MAKING THE SWITCH
Get stakeholder
buy-in and let them
serve as
champions.
PRO
TIP
UNDERSTAND HOW
YOU WILL RECEIVE
YOUR DATA FROM
YOUR OLD
COMMUNITY
UNDERSTAND HOW
YOU WILL RECEIVE
YOUR DATA FROM
YOUR OLD
COMMUNITY
How to avoid losing historical activity
data.
How to imp...
UNDERSTAND HOW YOU WILL RECEIVE YOUR
DATA FROM YOUR OLD COMMUNITY
Identify data
migration experts
either internally or
ext...
YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
This is an opportunity for a smarter
online community rollout.
Take the time...
YOUR SECOND CHANCE TO MAKE A
FIRST IMPRESSION
Involve the
stakeholder
champions.
PRO
TIP
DON’T FORGET
THE TRAINING
DON’T FORGET
THE TRAINING
How to retain community
members during a community
platform change.
Take advantage of webinars.
MAKE IT FUN FOR
YOUR COMMUNITY
MEMBERS TO
RE-ENGAGE
MAKE IT FUN FOR
YOUR COMMUNITY
MEMBERS TO
RE-ENGAGE
Get your community excited.
How to creating sustainable online
communi...
GUIDANCE ON THE MOST
FREQUENTLY ASKED
QUESTIONS
MOST FREQUENTLY ASKED QUESTIONS
What is the best way to evaluate
other online community
platforms, so I don’t end up in th...
MOST FREQUENTLY ASKED QUESTIONS
What is the first step in a
transition?
MOST FREQUENTLY ASKED QUESTIONS
When should I tell my current
provider we are leaving?
MOST FREQUENTLY ASKED QUESTIONS
Should there be a cost to transfer
our existing data to the new
system?
MOST FREQUENTLY ASKED QUESTIONS
What types of data will I be able
to transfer?
MOST FREQUENTLY ASKED QUESTIONS
What format should my data be
in?
MOST FREQUENTLY ASKED QUESTIONS
Will I lose data in the transition?
MOST FREQUENTLY ASKED QUESTIONS
What are tips for communicating
with the two vendors in this
transition?
MOST FREQUENTLY ASKED QUESTIONS
How do I let my members know
we are switching to a new
system?
MOST FREQUENTLY ASKED QUESTIONS
When should I let my members
know we are switching systems?
IMPORTANT QUESTIONS
TO ASK YOUR NEW AND
OLD VENDORS
ASK YOUR OUTGOING
COMMUNITY PROVIDER
Who will be our
contact as we make
this transition?
#1
ASK YOUR OUTGOING
COMMUNITY PROVIDER
What format are
you prepared to
give us our data in?
#2
ASK YOUR OUTGOING
COMMUNITY PROVIDER
Will you give us two
loads (a test load &
the actual load) or
just one?
#3
ASK YOUR OUTGOING
COMMUNITY PROVIDER
How much lead
time will you need
for us to get the
data on the date
required?
#4
ASK YOUR OUTGOING
COMMUNITY PROVIDER
Will there be a cost
for the extraction
of our data or do
we need to pay
future month...
QUESTIONS TO ASK YOUR NEW
ONLINE COMMUNITY PROVIDER
ASK YOUR NEW COMMUNITY
PROVIDER
What is the lead
time you need to
do the final load?
#1
ASK YOUR NEW COMMUNITY
PROVIDER
What formats can
you work with to
import our data?
#2
ASK YOUR NEW COMMUNITY
PROVIDER
What data can be
imported?#3
ASK YOUR NEW COMMUNITY
PROVIDER
How much
experience do you
have importing
data from other
systems?
#4
ASK YOUR NEW COMMUNITY
PROVIDER
Since we don’t want
to go through this
again, can we add
the following clause
to our contr...
ASK YOUR NEW COMMUNITY
PROVIDER
“The data that is shared in the system (blogs, discussions,
files, member data, graphics c...
TAKEAWAYS
MANAGING CHANGE
FEATURE SELECTION
DATA CONVERSION
TRAINING
QUESTIONS
Catherine Davidge
Association for Molecular
Pathology (AMP)
www.amp.org
Paul Schneider
Socious
@SociousSoftware
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How to Change Your Online Community Software Platform

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Do you know how to switch private community vendors without upsetting your customer or management? Online community software is a staple of modern customer and member engagement strategies.

However, over time, your strategies evolve, your community grows, and your online community software vendor goes through changes too. Each week, dozens of organizations want to change or upgrade their private social networking software, but don’t want to lose any of the activity data and engagement they have worked hard to generate. To help businesses and membership organizations learn how to make this transition smoothly, Socious has developed a new educational webinar.

View the full webinar-on-demand at:
http://web.socious.com/webinar-how-to-switch-online-community-platforms

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How to Change Your Online Community Software Platform

  1. 1. HOW TO SWITCH ONLINE COMMUNITY PLATFORMS WITHOUT LOSING YOUR MIND OR YOUR JOB
  2. 2.  Tech Check  Ask Questions in the Q&A Panel  We ARE Recording!  Twitter: @SociousSoftware HOUSEKEEPING
  3. 3. FEATURED SPEAKERS Catherine Davidge Association for Molecular Pathology (AMP) Paul Schneider Socious
  4. 4. TODAY’S DISCUSSION 1. The Keys to Successfully Changing Your Online Community Platform 2. Answers to the Most Frequently Asked Process Questions 3. Questions You Must Ask Your Old & New Online Community Software Providers
  5. 5. WHY DO ORGANIZATIONS CHANGE ONLINE COMMUNITY SOFTWARE?
  6. 6. AN ONLINE COMMUNITY STORY
  7. 7. WHY FOLLOW A PROCESS
  8. 8. KEYS TO A SUCCESSFUL SWITCH
  9. 9. UNDERSTAND WHY YOU ARE MAKING THE SWITCH
  10. 10. UNDERSTAND WHY YOU ARE MAKING THE SWITCH Make a clear case. Survey and interview customers or members.
  11. 11. UNDERSTAND WHY YOU ARE MAKING THE SWITCH Get stakeholder buy-in and let them serve as champions. PRO TIP
  12. 12. UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM YOUR OLD COMMUNITY
  13. 13. UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM YOUR OLD COMMUNITY How to avoid losing historical activity data. How to import existing community data into your new platform.
  14. 14. UNDERSTAND HOW YOU WILL RECEIVE YOUR DATA FROM YOUR OLD COMMUNITY Identify data migration experts either internally or externally. PRO TIP
  15. 15. YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION
  16. 16. YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION This is an opportunity for a smarter online community rollout. Take the time to make a plan.
  17. 17. YOUR SECOND CHANCE TO MAKE A FIRST IMPRESSION Involve the stakeholder champions. PRO TIP
  18. 18. DON’T FORGET THE TRAINING
  19. 19. DON’T FORGET THE TRAINING How to retain community members during a community platform change. Take advantage of webinars.
  20. 20. MAKE IT FUN FOR YOUR COMMUNITY MEMBERS TO RE-ENGAGE
  21. 21. MAKE IT FUN FOR YOUR COMMUNITY MEMBERS TO RE-ENGAGE Get your community excited. How to creating sustainable online community.
  22. 22. GUIDANCE ON THE MOST FREQUENTLY ASKED QUESTIONS
  23. 23. MOST FREQUENTLY ASKED QUESTIONS What is the best way to evaluate other online community platforms, so I don’t end up in the same boat again?
  24. 24. MOST FREQUENTLY ASKED QUESTIONS What is the first step in a transition?
  25. 25. MOST FREQUENTLY ASKED QUESTIONS When should I tell my current provider we are leaving?
  26. 26. MOST FREQUENTLY ASKED QUESTIONS Should there be a cost to transfer our existing data to the new system?
  27. 27. MOST FREQUENTLY ASKED QUESTIONS What types of data will I be able to transfer?
  28. 28. MOST FREQUENTLY ASKED QUESTIONS What format should my data be in?
  29. 29. MOST FREQUENTLY ASKED QUESTIONS Will I lose data in the transition?
  30. 30. MOST FREQUENTLY ASKED QUESTIONS What are tips for communicating with the two vendors in this transition?
  31. 31. MOST FREQUENTLY ASKED QUESTIONS How do I let my members know we are switching to a new system?
  32. 32. MOST FREQUENTLY ASKED QUESTIONS When should I let my members know we are switching systems?
  33. 33. IMPORTANT QUESTIONS TO ASK YOUR NEW AND OLD VENDORS
  34. 34. ASK YOUR OUTGOING COMMUNITY PROVIDER Who will be our contact as we make this transition? #1
  35. 35. ASK YOUR OUTGOING COMMUNITY PROVIDER What format are you prepared to give us our data in? #2
  36. 36. ASK YOUR OUTGOING COMMUNITY PROVIDER Will you give us two loads (a test load & the actual load) or just one? #3
  37. 37. ASK YOUR OUTGOING COMMUNITY PROVIDER How much lead time will you need for us to get the data on the date required? #4
  38. 38. ASK YOUR OUTGOING COMMUNITY PROVIDER Will there be a cost for the extraction of our data or do we need to pay future months payments upfront to get our community data? #5
  39. 39. QUESTIONS TO ASK YOUR NEW ONLINE COMMUNITY PROVIDER
  40. 40. ASK YOUR NEW COMMUNITY PROVIDER What is the lead time you need to do the final load? #1
  41. 41. ASK YOUR NEW COMMUNITY PROVIDER What formats can you work with to import our data? #2
  42. 42. ASK YOUR NEW COMMUNITY PROVIDER What data can be imported?#3
  43. 43. ASK YOUR NEW COMMUNITY PROVIDER How much experience do you have importing data from other systems? #4
  44. 44. ASK YOUR NEW COMMUNITY PROVIDER Since we don’t want to go through this again, can we add the following clause to our contract? #5
  45. 45. ASK YOUR NEW COMMUNITY PROVIDER “The data that is shared in the system (blogs, discussions, files, member data, graphics created by Customer) will always remain the property of the Customer. At no time does ABC Company have rights to this data for its own use other than to administer it through the site. If the Customer should terminate this agreement, ABC Company will work with Subscriber to give the data back in an acceptable format to the customer.”
  46. 46. TAKEAWAYS MANAGING CHANGE FEATURE SELECTION DATA CONVERSION TRAINING
  47. 47. QUESTIONS Catherine Davidge Association for Molecular Pathology (AMP) www.amp.org Paul Schneider Socious @SociousSoftware
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