1. Migrating Data Engaging Networks 2012 Community Conference 16 Oct 2012 @fairsay duane@fairsay.com

2. Style Ask questions whenever you have them Raise real situations to help make ideas relevant Share your interests so they can be explored 2

3. @fairsay duane@fairsay.com Who am I? Geek since the 1980s 2001-4 Oxfam GB’s first eCampaigning manager Launched FairSay in 2004 Delivered trainings for years “The godfather of good geekery” - Tom Allen at ActionAid “Foremost guru in e- campaigning” - Linda Butcher, Sheila McKechnie Foundation Experience with Oxfam Greenpeace Amnesty WWF NSPCC Macmillan IFAW Save the Children Action Aid Which Rethink etc… 3

4. The brief for the this session Main aim Share strategies for migrating data to EN Cover Planning a data migration EN’s features for migrating data @fairsay duane@fairsay.com 4

5. Why are you here? 5

6. Reality check… @fairsay duane@fairsay.com6 Legacy CRM(s) Legacy CRM(s) eAdvocacy Email eFundraising Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s) Legacy CRM(s)

7. Goal: All data in one place Considerations 1.Can I migrate data and retain history and detail? 2.Is it relatively easy to do? 3.Can it be automated? 4.Can I get information out? …for Engaging Networks the answer is ‘yes’ for all …so it is a platform you could centralise supporter data @fairsay duane@fairsay.com7

8. Why migrate data? Integrated view of supporter activity Existing systems are no longer fit-for-purpose Want to retain history of supporter activity …any more? @fairsay duane@fairsay.com8

9. How to plan a data migration 1.Know why you wish to do it and the benefits it is expected to bring…and ensure plans to realise benefits 2.Get the target data structure and column values/formats and match up existing data with it. 3.Create any new fields necessary to ensure complete migration (supporter id, notes, 4.Produce a sample of the data in the target format and do a test import, then verify it worked. (and then migrate rest of data if it did) @fairsay duane@fairsay.com9

10. What are you plans and questions? @fairsay duane@fairsay.com10

11. Help is available! Engaging Networks can help you understand the import structure, values and formats can help you configure EN in new ways to use that data FairSay export your data from existing systems transform the data into the EN format run the test imports and final imports support new uses of the integrated data analyse the integrated data @fairsay duane@fairsay.com11

12. @fairsay duane@fairsay.com Questions? Comments? Learn more at Join the eCampaigning Community: fairsay.com/ecflistfairsay.com/ecflist Attend eCampaigning Forum Europe (in Austria) Nov 7-9 FairSay Blog: http://fairsay.com/bloghttp://fairsay.com/blog Care2’s Frogloop Blog: http://frogloop.orghttp://frogloop.org Contact me: Duane Raymond Duane@fairsay.com Skype/ Twitter: fairsay http://fairsay.com 12