An Honest Conversation About Conversions

Conversions are always challenging, both for the conversion team and for the business undergoing the conversion. But in my time working on conversion projects, some common themes emerged that have a big impact on whether a conversion will go smoothly or not so smoothly. I’m going to share these themes with you, to help you make your next conversion as stress-less as possible.

This year marks my fifth year working in the Financial Technology sector. Mainly I work on conversion projects, supporting both the conversion team and our customers that are converting. From planning and delivering pre-conversion training to go-live support and the necessary change management that goes along with any major software change, I’ve seen the good, the bad and the ugly of software conversions.

Conversions are always challenging, both for the conversion team and for the business undergoing the conversion. But in my time working on conversion projects, some common themes emerged that have a big impact on whether a conversion will go smoothly or not so smoothly.

In the interest of passing on this information on how to make conversions better for all involved, I’ve decided to create a video series called Honest Conversations about Conversions. Enjoy the first video in this series, which outlines tips for making the decision to undergo a conversion in the first place.

 

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