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Your organization needs to migrate content. How do you ensure it’s done reliably?

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Content migration is the process of moving your digital content from one platform, system, or format to another. It can be a complex and risky project, especially if you have a large amount of content or multiple sources and destinations. How do you ensure that your content migration is done reliably, without compromising quality, functionality, or performance? Here are some best practices to follow.

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Allice Sharma

Business Director | Brand Solutions @ ARM Worldwide
Esther Dumbiri ACIPM, HRPL

Reduce Overhead Costs with Global Talent Sourcing ● Expert in Remote Recruitment ● Leadership Coach & Talent Manager ●…
Laura Baxter

Helping You FIND & CONNECT TO YOUR TRUE, AUTHENTIC VOICE & COMMUNICATE POWERFULLY Across Cultures | Voice &…

1 Plan ahead

Before you start migrating your content, you need to have a clear vision of why, what, where, and how you are doing it. Define your goals, scope, budget, timeline, and success criteria. Identify your content sources and destinations, and map out how they are connected and structured. Analyze your content inventory and quality, and decide what content needs to be migrated, updated, archived, or deleted. Choose the right tools and methods for your content migration, such as manual, automated, or hybrid approaches.

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Allice Sharma

Business Director | Brand Solutions @ ARM Worldwide
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Before you start migrating the content, you need to be clear on the objective: why, where, and how you will do it. -Be clear of the objective first and then see if the platform where you are migrating your content will be able to help you with the objective/vision you have in your mind and is up to the mark. - Once you find the near-perfect platform (no platform is perfect for any marketer) start migrating and work on a project/timeline plan. - Choose the content you want to migrate and what needs to be reworked, and tweaked as per your objective, audience, and platform. -Always try for a hybrid approach for migration where you have some control on your hands.

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Esther Dumbiri ACIPM, HRPL

Reduce Overhead Costs with Global Talent Sourcing ● Expert in Remote Recruitment ● Leadership Coach & Talent Manager ● Grooming Job Seekers into Industry Leaders ● Enhancing Employee Performance
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Migrating content is a daunting task. Usually, marketers take this opportunity to build a new messaging experience. However, with proper planning and execution, content migration can be a smooth, successful, and reliable endeavor. 1. Strategy: Define the reason and scope of migration, involving key stakeholders. 2. Planning: Inventory the source system, identify key stakeholders, and assess the value of the information to migrate. 3. Preparation: Obtain migration tools, identify existing metadata, and prepare the target system by configuring security roles, classification schemes etc. 4. Migration: Here, you pilot and test the process, monitor for potential issues during the migration, and conduct quality control with user involvement.

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2 Prepare your content

Once you have a plan, you need to prepare your content for migration. This means ensuring that your content is consistent, accurate, and compliant with your standards and guidelines. You may need to edit, rewrite, or reformat your content to match your new platform, system, or format. You may also need to add, remove, or update metadata, links, images, or other elements to enhance your content's usability and accessibility. You can use content management tools to help you with these tasks, such as content editors, validators, converters, or enrichers.

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Laura Baxter

Helping You FIND & CONNECT TO YOUR TRUE, AUTHENTIC VOICE & COMMUNICATE POWERFULLY Across Cultures | Voice & Leadership Presence Expert, Author, International Speaker, TEDx Coach & TEDx Speaker
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In my experience, preparing content for migration is a critical step in ensuring the process is reliable and effective. Consistency, accuracy, and compliance are key areas to focus on. This involves reviewing and potentially revising content to ensure it aligns with the new platform's standards and format. It's important to ensure that all content is up-to-date and correct to maintain credibility in the new environment.

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3 Test your migration

Before you launch your migrated content, you need to test it thoroughly. This means verifying that your content is transferred correctly, completely, and securely. You need to check that your content is displayed and functioning as intended on your new platform, system, or format. You need to ensure that your content is compatible with your existing or new technologies, such as browsers, devices, or integrations. You need to confirm that your content meets your quality, performance, and security standards and expectations. You can use content management tools to help you with these tasks, such as content testers, analyzers, monitors, or protectors.

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Hafiza Faiza M.

Educationist | Freelancer at Fiverr | Content Writer | Freelancer at Upwork
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Test content migration effectiveness by checking for accurate transfer of content, verifying formatting consistency, ensuring functionality remains intact, and conducting thorough quality assurance to identify and address any issues.

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4 Monitor and optimize

After you launch your migrated content, you need to monitor and optimize it continuously. This means collecting and analyzing data and feedback on how your content is performing and satisfying your users and stakeholders. You need to identify and resolve any issues or errors that may arise during or after the migration. You need to measure and report on the outcomes and benefits of your content migration, such as increased traffic, engagement, conversion, or retention. You need to look for opportunities and recommendations to improve your content's quality, functionality, or performance. You can use content management tools to help you with these tasks, such as content analytics, dashboards, reports, or optimizers.

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5 Learn and iterate

Finally, you need to learn and iterate from your content migration experience. This means reflecting on what worked well and what didn't, and documenting your lessons learned and best practices. You need to share your insights and feedback with your team and stakeholders, and celebrate your achievements and challenges. You need to update your content strategy and processes based on your findings and results, and plan for future content migrations or enhancements. You can use content management tools to help you with these tasks, such as content surveys, reviews, audits, or planners.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Your organization needs to migrate content. How do you ensure it’s done reliably?

1

2

3

4

5

6

1 Plan ahead

2 Prepare your content

3 Test your migration

4 Monitor and optimize

5 Learn and iterate

6 Here’s what else to consider

Content Management

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Your organization needs to migrate content. How do you ensure it’s done reliably?

1

2

3

4

5

6

1 Plan ahead

2 Prepare your content

3 Test your migration

4 Monitor and optimize

5 Learn and iterate

6 Here’s what else to consider

Content Management

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