A Perfect Strategy: How Data Migration can Improve Your Business

by Victoria Heel

Switching the Help Desk can be cumbersome if you don’t know how to approach it. But if you contemplate all the necessary steps for Data Migration planning, there is a way to increase the performance of the customer support team. What steps should you take before considering data migration?

Actions you should take first before switching help desks

First, you will have to know for sure what data you should migrate. You should only take the data that is relevant for the business now, and clear all the obsolete materials. All duplicated or incorrect data should be removed. To know what to delete and the further moving manipulations will be better performed by a person with experience. Thus, if there is no time to deal with the process or you don’t have enough skills, we recommend using data migration services or a consultant.  

Once the data reaches the new help desk platform, you will have to evaluate how the new system accepted material from the old system. Some mistakes can be made during the move which may affect the overall result:

– Some data can be moved incorrectly due to the lack of testing. In the end, you may receive broken links, missing addresses, and conversations. To avoid it, you will have to run a small moving test before actually getting to the desk switch.

– Mistakes in data mapping caused by the new system’s different approach to storing the data. To dave your data from mixing up in the result you will have to ask your support team to work with a data migration system or fix it on your own.

– The agent does not exist. When you move the data it is quite common to forget to create the agent. This will cause malfunctioning of the data moving process and its delays. Always create the agent first.

– If you move a lot of data or have an API that controls your access during the moving, then the process of switching the help desks can take more time than you have thought. Schedule migration beforehand, considering all the issues you may encounter.

– The old files which are forgotten, but need to be moved. Email addresses that are no longer used, API integrations, and so on. Collect all the data before moving to prevent future issues. 

No matter whether you are using some help or doing everything by yourself, a help desk checklist can help you to keep on track during the process. 

How to understand the moving process better 

Three important steps you should take before moving the data and stitching help desks. Sift, remove, and test. The rest can be handled by the help desk team or you. If you are still hesitant about the entire process, click on the given link at the beginning of the article and read more about the process on our website. With enough preparation, you can achieve the help desks switch much quickly. 

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