What’s in the whitepaper?

When the time comes to migrate to new event management software, a lot rides on the event planners in charge of the logistics. With so much to think about in terms of functionality and growth, as well as making an impression on management, staff and attendees, EMS migration is no easy task.

Whether you’re considering leaving your current EMS, or are looking to transition from Excel spreadsheets and manual processes, take the following steps to have an efficient and seamless migration.




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A 4 Step Guide to Simplifying Event Management Software Migration

Migrating to new event management software can bring a lot of excitement to your organization. As an event planner, you’ve likely found a new robust set of tools that fits well with your organization, saves you time, makes many processes more efficient, collects and organizes data, as well as brings your event technology experience to the next level. 

However, the logistics of migrating to new software can be challenging. If you and your team aren’t on the same page, the move could spell disaster even before you start fully utilizing the software. Here are some simple things to keep in mind when you’re ready to bring on an innovative event management solution.

Take it slow 

Training Communication Today’s event management solutions are constantly evolving by building or acquiring new technologies and features to add to their software packages. While that’s certainly a positive to look for in a provider, it can also be a bit overwhelming when it comes to finally migrating to the new software. Start by focusing on your priorities or must have event planning essentials (i.e. venue sourcing, registration, websites, marketing emails, etc.) and introducing them first to your team. You need to become the internal champion for the new solution from start to finish, from migration to implementation. 

Once you get comfortable and start to understand the user experience better, you can work with your provider to add in the other features that fit you and your attendees’ needs best, such as a mobile event app or onsite digital badge technology. Make sure that your team is equally comfortable with the new user experience. They are critical to a successful adoption and rollout.

Download the whitepaper to read our next steps on kicking off your event management software migration.



How to kick off your software migration

Learn how to address security and scalability

Understand your options for custom integrations

Tips for training your team on a new platform


Cloud-based enterprise event software