Put Your Customers First and Let them Do the Talking. Get Your Guide on How to Build an Advocacy Growth Engine.
Put Your Customers First and Let them Do the Talking. Get Your Guide on How to Build an Advocacy Growth Engine.
An enterprise-level specialty retailer follows the Annex Cloud process for a successful upgrade and migration of an active loyalty program.
A prominent specialty retailer with dozens of stores and a strong online presence turned to Annex Cloud to improve platform performance, security and expand capabilities to create an even better experience for their customers. Annex Cloud’s Proven Success Process took a deep dive into all aspects of the current program to minimize the risks inherent with upgrading an existing program of their size.
The thought of moving loyalty platforms is frightening for most IT decision makers, especially for enterprise-level companies. The stakes were high when migrating this active retail program with a large number of members, sophisticated earning and redemption rules, and new technical integrations. Collaboration was required to discover the current state of all aspects of their loyalty program and establish what changes are needed to reach a future state while minimizing risks. The simple traffic sign approach to change is a good starting point:
CIO, Large Specialty Retailer
Discovery is critical when migrating a loyalty program. The Discovery step of Annex Cloud’s proven success process includes an in-depth review of the current structure of the program, from the customer experience down to the analytics. It’s critical to have a clear understanding of where you’re starting to successfully align where you want to be at the end of the project. As shown in the graphic below, an upgrade plan is needed for every aspect of the program.
IT Project Manager, Large Specialty Retailer
One of the more stressful migration aspects for this retailer was the successful transfer program and member data. There are several specific steps in the Annex Cloud Process to mitigate the risks in data migration:
Defining data migration requirements
Gap analysis
Receive sample file — Migration into DEV, QA, and Staging environments
Data mapping
Migration requirement review & client sign-off
Data extract & cleansing by the client
Receive full data feed file - Optimized data migration with applied intelligence
Product data migration, if necessary
Receive delta file of any records generated during migration, if necessary.
Testing & client approval in Staging environment, repeat in Production environment
CIO, Large Specialty Retailer
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