Owning Your Technical Integration

You’ve laid the groundwork with a well-organized messaging strategy, assembled a rockstar team, and prepped your data to perfection. Now, the spotlight turns to the technical integration—one of the most critical phases in transitioning to a new platform. But how long will this take? This is a valid concern, considering that a lengthy integration can sap your productivity and undermine the migration progress you’ve made thus far.

Let’s explore how you can take charge of your technical integration by anticipating challenges and partnering with a platform provider that can help you streamline and expedite the process.

Scoping Your Technical Integration

No two technical integrations are alike, and the answer to how long it will take is invariably, “It depends.” Various factors come into play, making it impossible to offer a one-size-fits-all timeline. However, by focusing on key areas, you can mitigate risks and keep your integration on track. Here are four critical factors to consider:

1. Data Standardization

Data standardization is paramount. As us phone numbers list discussed in Preparing Your Data for Migration, your data should ideally be well-organized and thoroughly documented before you start the integration. This preparation should be factored into your project timeline, as any necessary data cleanup will prolong the process. In a perfect world, your data is already neat and tidy, but if that’s not the case, ensuring it’s ready will save you time down the road.

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2. Points of Integration

The complexity of your integration unlimited sales largely depends on how many systems need to be integrated. A straightforward integration involving a few API calls to a single back-end system will be quicker than a multi-faceted integration involving web platforms, back-end systems, and mobile apps. Your existing tech stack plays a crucial role here. If your current platforms are compatible with the new cross-channel marketing platform, the integration process will be much faster.

For example, if you already use a customer data platform (CDP) or a reverse ETL tool that consolidates data from various sources, you could drastically cut down on manual integration work, potentially turning weeks of work into mere days of setup and validation. The fewer systems you need to manually integrate, the smoother and quicker your transition will be.

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