Best Customer Communication Technology for a successful CCM Migration

Successful Migration

The communication landscape has created a vast number of opportunities for organizations to grow and reap the benefits of their existing technologies. Organizations have started reviving their existing strategies for delivering smarter and futuristic communications. To reduce cost, eliminate operational silos and create smooth processes, it becomes quintessential for organizations to migrate to a holistic CCM Cloud or a Customer Communication Management platform that empowers the entire customer journey.

Customer Communications Software is a planned strategy that enables organizations to design, manage & deliver all outbound communications – across multiple channels. A future-proof customer communication strategy allows an organization to deliver exceptional, continuous, and connected communications and gain real-time insights into customer behavior.

Changing CCM Migration Mindset with CCM Technology

Years ago, Customer Communications software was established as a transactional print-based technology. Organizations today are focusing more on customer-centricity and CCM acts as a centralized hub to manage and deliver interactive communications based on interactions. Initially, the concept of the CCM machine was more inclined toward the utilization of transactional documents.

The radical shift into operational flexibility as more organizations develop CCM solutions is proof of the fact that how the CCM industry has evolved over the years. But extensive CCM migration from a legacy setup involves many challenges. Reaching a degree of customization in the CCM solutions allows organizations to tailor the solution as per their specific needs and personal context.

A successful movement to a single end-to-end customer communications management software involves the following steps:

Analyzing CCM Migration Processes

Defining the entire migration strategy to identify the opportunities for improving efficiency is crucial for businesses. By analyzing the existing system, data, processes, and setup requirements, organizations get a fair chance to evaluate the use of the solution to be deployed. This helps them in preparing themselves for any contingency and to act wisely before the customer communications software integration takes place. The services team can then review documents, business logic, code structure, etc., to understand what can be optimized, and leveraged during the movement phase.

Creating Customer Communications Migration Strategy

Based on the analysis, organizations can clearly define their objectives and align their goals to a strategy that syncs with the needs of their business. Hence, it becomes easy for businesses to identify the area that requires change, and accordingly introduce capabilities and functionalities. This process will help them use CCM software to clearly optimize time, reduce cost and maximize returns.

Fragmenting Customer Communications Documents

The next phase includes the fragmentation of documents into small pieces. These pieces are a combination of components and reusable assets which includes business logic, content, logo, and other relevant details that create a detailed roadmap for organizations. This further helps them in understanding how each document is assembled, right down to font styles and formatting.

Download [Whitepaper]: Check the Roadmap to Successful CCM Migration and balance competing needs with cost-based risks from the first day of migration.

Assembling New CCM Templates

After leveraging the detailed roadmap, it becomes important for organizations to assemble new templates based on the defined specifications. Later, the CCM templates are integrated into the systems and tested closely to see if any necessary changes are required.

Running a Post CCM Migration Pilot Project

Implementation of the CCM software should begin with a quick-to-manage pilot project. The prototype can be tested with different scenarios and cases to understand the best combination under which the customer communications platform can deliver great results. Further, the baseline test can be designed which involves CCM migration processes and manageable data combinations. These can be immediately tested for maintaining data accuracy against a similar process in the legacy-based setup. Thus, organizations can keep on testing every release and continue with their implementation process.

Sustainable CCM Migration with FCI Expert Solutions

FCI, a customer communications platform, simplifies the legacy system migration strategy to modernize customer communications with a cost-effective CCM methodology. Thus, empowering organizations to deliver an omnichannel experience with the help of interactive and dynamic customer communications.

If you are still thinking about how to migrate to Customer Communication Management software, visit for a quick consultation – Book a CCM Demo!