Determine your players - who's impacted?
Think through any stakeholders who should be made aware of this upcoming transition and all the potential users who will need training.If you have a large group of users that require a structured project plan and enterprise-wide communications, reach out to your account team at Cvent to help determine the best go forward plan for your organization.
Determine your plan - what migration path is best for you?
Assess how your organization will be impacted by this transition. Do you prefer handling this transition on your own and reaching out for support or would additional migration services be instrumental?
DIY Approach:
- Share any Cvent communication with all impacted and relevant parties.
- Share training resources and hold users accountable for completing training by a certain time.
Guided Approach:
- Consider a private training session or series of sessions for you or your team.
- Consider Survey Builder Services for assistance in rebuilding and moving to Surveys.
Analyze your process.
Take time to analyze or identify room for improvement within your surveys. You’ve taken trainings, you know your timelines, and you looked at your old projects – now it’s time to think, “What can we improve as we make the move to Cvent Surveys?”
Reimagine your projects in Surveys. It’s more than “lift and shift”, but rather a great time to revisit old projects or templates that you typically would just copy year over year and learn about how you can optimize them.
Your team at Cvent is here to help.
Always remember you have the option to consult with your Cvent account team on how your organization should approach this, and always keep our 24/7 customer support team in mind for questions along the way.