Get Ready to Move...Your Data
2025-01-23 13:00 - 14:00 (America/New_York) | https://usteducation.org/event/get-ready-to-move-your-data/
CPE Eligible
CAE Eligible

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.

To Watch this Webinar on the Media Library CLICK HERE!

Technology Implementation Best Practices for Project Management
2022-05-17 13:00 - 14:30 | Group Internet-Based
View Webinar Recording
Listen to the Podcast
A successful technology implementation project depends on more than just the technology you select. It also hinges on how well your internal team partners with your chosen vendor. That partnership has to be managed – often on top of the existing full-time job that your internal project lead already has.
If that project lead is you or someone you’ll be supervising, you’ll want to attend this session to hear from Fíonta’s association and project management experts. Our panel offers strategy and advice based on their collective experience with hundreds of association technology projects. We’ll have time to answer your specific questions too!
In this session, we’ll:

Offer strategies for successful internal project management for technology projects.
Talk about how to set and reinforce realistic expectations for the project for key stakeholders/team members as an internal project team lead.
Discuss how to vet which vendor’s project management practices are the best fit for your association, and what kind of support you should expect from a qualified partner.

LEARNING OBJECTIVES

Develop a high-level plan for internal project management for technology initiatives.
Create a list of expectations from internal project stakeholders/team members.
Build criteria for evaluating which partner offers the project management expertise and methodology that best fits your team and needs.
