A guide to Customer Migration
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Customer Migration: Delivering change successfully
Many companies are re-thinking their system setup in today’s climate. Regulatory pressure, the need to innovate, and a rapidly increasing focus on cyber security are all at play – alongside ever-present cost efficiency requirements.
One stage of the re-platforming journey that carries significant risk is customer migration. From our own experience, a rigorous approach to this pays dividends in customer experience and avoided disruption, led by a focus on data and account readiness.
To help you deliver a successful customer migration, this guide explores key considerations for each step of the process, including:
- What benefits can a system change bring?
- What are the drivers for a system change?
- The importance of effective preparation
- Taking control of the migration journey
- Managing the post-migration impact
Customer Migration
The need for effective planning
Identifying waste reduction opportunities prior to migration is crucial for success, helping to avoid potentially significant damage to customer experience later down the line. Jonathan Paton Senior Manager
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MEET THE TEAM
How can we support your customer migration goals?
Jonathan Paton
Senior Manager
Jon specialises in Customer Operations leadership, customer contact, and operational service delivery transformation/improvement.
View ProfileJon Vincent
Senior Manager
Jon helps clients resolve problems with billing, settlements, and customer service.
View ProfileKev Brown
Senior Manager
Kev leads continuous improvement and lean transformation projects with our clients, supporting customer operations to deliver our Leadership and People Excellence programme.
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