Get Ready to Move…Your Data
Course Description:
What’s the worst part of moving to a new house? If you answered packing, you are definitely not alone. The prep, the wrapping, the boxing: it can all be so incredibly tedious. And yet, if you prepare to pack – get rid of what you don’t need, organize what you do – your move will be more successful.
Moving data from one Constituent Relationship Management (CRM) solution to another is the same. Cleaning, sorting, and organizing your data well prior to a data migration can save you time and money. Better, your implementation will be more successful.
The ideal time to think about how to prepare your existing data for the move is well before you choose a solution and start implementation. In fact, it may be just about now!
Learning Objectives:
Implement high-value activities that can be managed internally to prepare your data for migration, including deduplication, address verification, code table cleanup, name parsing, and more.
Leverage common tools that you may already have to help automate some of the process.
Identify common pitfalls in the data cleanup process and find out how to avoid them.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
