By: Alejandra Neyra, Data Analyst/BI Manager, Council of International Schools
Working on a nonprofit CRM data migration from one system to another? Here’s what I learned and what I wish I had known before starting the data migration.
Lesson 1: Create a timeline, but don’t be afraid to adjust it when necessary.
We decided to apply the agile framework and divide the work into two-week sprints. We thought we could do the migration of one service area in one sprint. We have four service areas, four sprints, eight weeks. Voilà!
The migration for the first service area took two sprints, as was the case for the rest, yet we kept talking about a two-month project. Adjusting plans would have helped managing budget, timelines and expectations from management and each service area that was waiting for their data to be migrated to Salesforce NPSP.
Lesson 2:
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