Comments on: A handy checklist to smoothly switch ESPs

By: Ruth Hamer

Ruth Hamer — Mon, 17 Nov 2014 07:05:00 +0000

Hi Vlad, thanks for your feedback!
I have myself also moved ESP too many times…..
I totally agree with you that sometimes the most painful issues are the small technical ones that you can’t properly plan for, but I think that the essence of my article is that the more you plan the more of the different issues you automatically manage to cover.

By: Vlad Vilenski

Vlad Vilenski — Fri, 14 Nov 2014 16:20:00 +0000

Ruth, your checklist is indeed useful.
But it is written from bird’s-eye view perspective. From a personal experience, switching ESP is a complex and sometimes painful process that involves many bit sized technical issues.
The most critical part is obviously exporting and importing your data to the new account. In addition you need to prepare your new account and create new fields that will match you previous account.
I liked that you mentioned the overlap period and choosing ESP wisely while considering you growth plans.

By: Ruth Hamer

Ruth Hamer — Wed, 12 Nov 2014 06:54:00 +0000

In reply to Darcy Grabenstein. Thanks Darcy for you feedback! The article only covers the client's side of the process. It would be interesting to hear what's the ESP's biggest worry within the client migration process. What's the number 1 thing that has to happen to ensure a successful migration? Any thoughts?

By: Darcy Grabenstein

Darcy Grabenstein — Wed, 12 Nov 2014 04:02:00 +0000

Having worked at an ESP, I know all too well what’s involved in migrating a client to a new platform. Not only does the client need to be fully prepared, the ESP should be a reliable partner before, during and after the transition period.