Modules
Build Phase
Transcript
Hey, everyone. I'm Sam, and you might have been, like, following my videos until now covering the migration of marketing to HubSpot. So we uncovered the discovery phase, covering, like, what needs to be considered and what are the certain aspects we needed to take it in account considering, like, these are, like, both, like, a different platforms. So now let's look into, like, more like a build phase. There's, like, exactly, like, steps what we need to follow in order to, like, build those migration assets and follow, like, a structure approach of this. So, yeah, let's deep dive into it. I'm going to share, like, some words, like, some frameworks with you. Great. So this is kind of, like, a overview of there are, like, mostly the three steps. And if you've been, like, following me until now, like, I'm a great fan of Crazy Metrics, so it's, like, always, like, better to have, like, an accountable and, like, those kind of things. So it's, like, uh, three simple set frameworks. You have to set up the process infrastructure. You have to execute that steps in, like, a weekly sprint's rhythms, and then you have to assign those task assignments and again so obviously, you won't be able to do this huge migration elements. That's why you need to follow, like, a sprint methodology and then have a project management software. So we internally use ClickUp ad rep partners. They can be like others, but, yeah, you can have a task solution process and all those kind of things. What I mean when I say is, like, a process infrastructure, so if you, like, taking back to you, like, with regards to the discovery phase. So inside our discovery phase, we, like, can con confirm, like, what was, like, one on one process mapping. And in those one on one process mapping, there was, like, specifically, like, programs, which was, like, inside Marketo. Like, that, we needed to be migrated to HubSpot. So the programs are, like, okay. So this is the program. It has this landing page. It has, like, this workflow. It has this, like, an plug in form, and all of that, like, needed to be, like, migrated. So that is, like, something what you need to do is you need to have that program name. You need to have what is the program type, the asset type, the asset name, also, like, a template of that. And then you need to, like, have that kind of, like, mapped out so that every week you can start breaking that out. So that's, like, more detailed framework. And I mean, it's, like, inside a build phase, you need to have that process infrastructure. And then based on that, start executing that. So, obviously, like, once that is done, if you, like, again, remember at the end of the discovery phase, we discovered, like, like, how should we, like, estimate time for this and what's, like, a basic overview of, like, how that kind of, like, looks like. So this is, like, what needs to be done is, like, we have, like, in various, like, in time estimate again, these assets. And then what we can do is we can take down into, like, various sprints. And then based on that, we can start executing that. So this is, like, what I did is I had that, and then, like, I can build my whole project plan inside, like, ClickUp. So inside, like, ClickUp, as you see, my approach is also as for, like, discovery in the build phase. Inside that build phase, I have those, like, in has a physical transfer and build, which is why where I, like, store all my programs related data and, like, the landing page, like, an asset relationship data. This is, like, what, like, a transfer and build look look something like this. So if I click on this, it has, like, various those forms and, like, various assets. And individual of those subtasks, it has, like, those individual, like, landing video description. That is what I, like, inputted inside this, like, in Google Sheets. So that's that. And then, like, obviously, you need to, like, work with your, like, developer or, like, someone who is, like, technologist because maybe you can do it on your own. But if you don't plan to do it on, you need to follow that approach. And then you need to communicate, like, what needs to be done. Is exactly is there, like, any kind of, like, specific changes? So for example, like, this is, like, how what I followed is I've listed out, like, a whole task description. And then based on we are using like this second comments functionality to communicate. Okay. This is an update. This is something I need. So I get notified that every time in my email inbox. So yeah. That's more breaking that down into a task level, adding the description, what is exactly you want, like what is like an end state you might need over here. Here. So that's that. And then I think you need to have like more, uh, like a continuity approach in this and like you need to be more you need to follow those detailed aspect with regards to that. And then you need to follow-up with whom you were working and like then show the progress. Okay. This is what has been done. This is something that it look like. So maybe what you can do is you can also have a QA procedure done. It's okay. Someone, like, did completed the QA. Now the job is I can look into those details. So if it's, like, a landing page, I will open, like, a landing page inside a Marketo, how that would look like. I will view that in a preview version, and then I would, like, also look inside HubSpot, like, how, like, a preview version of that kind of look like. And then based on that, I can just have, like, various details. Okay. This is something missing, and that's something. So that's how we done QA. Now QA also has, like, different ways to do it. It's okay. So maybe every task is done. Let's do a QA or maybe this much progress has been made. Let's put the QA in the bulk. So that's the way to do it. Again, just the key over here is the consistency, clarity, and how much detail you can be when you are, like, building this because whatever you will build, you will using that particular delivery and the post related aspects. So, yeah, that's the way to do it. Jump in to the next phase, which is like a deliver phase. Once you have done, like, building this, it'll hand it off to to, like, a team vice.