Modules
Delivery Phase
Transcript
And if you have been, like, following me, I already have created videos related to, like, pre discovery, discovery, and the build phase. More like setting, like, an infrastructure, how to, like, decide, like, what needs to be migrated and, like, how we approach your migration. So in this particular video, we will be talking about the delivery phase. Everything is built up. You have set up the infrastructure. Now it's written before you decide to do that. So here are, like, a couple of things. Cool. Like, here's the thing. So what we have over here is, like, an overview of the major and the QA phase. So this is the first step. What you need to do is you need to, like, compile your assets, whatever you have done, like, compile that in one place, start, like, in QA, then start with the scenario testing. We go into that into more detail, but, like, a scenario testing is, like, more about okay. So this is how it's supposed to work. This is, like, an exactly clone of this process. This was, like, how this was, like, working inside Marketer. Now this is how it's supposed to work inside HubSpot. So, like, testing that, how to test that, and then, like, how to provide, like, a proof of concept of that. So that's, like, more, like, in the testing testing. So you can test it and you can just okay. This was something, like, missing. So let's open two back into the build phase, and let's reiterate that. So here's the thing when I what I meant by saying is, like, an assets compilation. This is what if I have all this program names from, like, Marketo, all this, like, an assets and all those related links. And then what I have is, like, a one on one comparison between, like, Marketo assets and, like, an HubSpot assets. So this is over here, I this is, like, an URL of, like, in Marketo. And then over here, I do have URL of HubSpot. I can do, like, a one on one comparison. Okay. This is something this looks like over this, and this is something this looks like this. It's, like, not more about looking or, like, you looking into more investing. It's more about the functionality thing also. Okay. So there was, like, walking this inside this way in the same market, or this would, like, work this way inside, like, HubSpot, comparing the art and, like, providing some of the data for details, like, help you. Now, like, once that is done, obviously, the next steps which comes is the process q and a and doing this in advertising. So that are, like, a couple of process, which I like, like, in Intelli. This is, like, what I meant by, like, in q and a. So, uh, there's no particular framework for this, but this is how I an approach is. And maybe if you can follow it, but there was, like, one of the partner which we did complete this migration. So they had integration with HubSpot and Salesforce. Previously, it was integrated with Marketo and Salesforce, and then it was needed to be, like, integrated with HubSpot. There are, like, various scenarios over here. This is a particular scenario. Like, this was happening inside Marketo. Now this is what will happen inside HubSpot. So having that drawn out can help me to, like, okay. Is this, like, process actually working like that or not? So this is what I did is okay. So I have, like, various scenarios. Maybe someone visits on the website page. Someone submits the form. Like, what would happen? So if someone submits the form, try to front end over here, which is basically all my HubSpot forms submitted and that is, like, integrated on the HubSpot landing page. So once that is done, like, all this, like, process, like, can happen inside, like, back end process process happen inside HubSpot. So let's suppose contact gets created inside HubSpot. It gets added to an active list. And then it's, like, like, what it does is, like, in Salesforce, it checks if it's, like, a new contact, obviously, like, an already exist contact will create a new record or not. So that is, like, something what, like, it exactly happens. Just, like, cloning that process wouldn't help. So now once that is done, it's just, like, how what you need to do is you have over here is okay. So this is, like, maybe not particularly applicable to, like, an integration logic. But okay. So this is, like, something what I made is okay. So I submitted a form. I tested it. Then I show, like, how this would work. I would preview it. Maybe if it has this follow-up marketing email, like, sending that particular marketing email and then, like, previewing it and then checking inside, like, a Salesforce. Does that record exist or not? So exactly what we talk about, like, the process, testing that process where, like, reviewing that test record inside HubSpot and then, like, previewing that inside, like, Salesforce. Okay. So this was, like, HubSpot and Salesforce integrated and this what will happen? This is all, like, happening inside Marketo. Now this is, like, all of this will look inside HubSpot. So there are, like, some minor changes, but like, industry we consider because every platform is different. And then based on that, like, confirming that, that is more about like a scenario testing or like a process q and a. And I highly recommend that because it will help me to analyze, okay, this was the steps which was like missing, which we expected, like, marketer does that, but, like, this is not happening inside like HubSpot because it's, like, a function limitation, so let's fix that. Inside marketing and HubSpot has a better way to do it. So, obviously, that's a good thing. It will help us to increase our productivity. So let's train our team on that aspect, which we will be covering on the aspect of, like, in delivery phase or the going live phase is, like, how to train your team, how what expect needed to be considered when you are, like, going live or, like, when you are shutting down the pipe. Spiral. Spiral. Spiral.