How to Transition Your Business to a New Platform

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February 01, 2023

As wedding and event professionals are getting ready for the new year, they're making plans and resolutions for their businesses, including researching new platforms. This can be especially useful if you are using multiple platforms to perform a variety of functions instead of switching to one main platform for all of your business needs (like Aisle Planner!). Yet while making the move can boost your access to modern technology, tools, and functionality, it can also be a daunting task.

“As a business owner, it can be overwhelming to think about transitioning to a new platform or software. There are many factors to consider, such as cost, compatibility with existing systems, and the learning curve for your team,” explains Lata Tewari from Webuters Technologies. “But despite these challenges, there are many benefits to switching to a new platform or software, and the effort you put in to make the transition will pay off in the long run.”

Here are some tips to make the process easier for you and your employees!


Do Your Research

Before you make the switch, Tewari suggests comparing different options and evaluating the distinctive features and capabilities of each platform or software to find out how they will meet your business needs and goals.

Consider the Cost

While switching to a new platform or software may require an initial investment, it can save you time and money overall by increasing efficiency and productivity. Aisle Planner is an all inclusive suite of tools that has everything you need to run and grow your business an affordable price. Check out our Pricing & Plans for more information!

Create a Transition Plan & Timeline

To ensure a smooth transition, Tewari recommends developing a plan that outlines the steps involved and the timeline for each step. This can help you stay on track and avoid any delays or setbacks.

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Make the Change During Downtime

It’s best to switch to a new platform when business is slow for you. This way, you can give the process your full attention and not have to worry about running into any issues while you’re swamped with other work.

Take Advantage of Training

If the platform’s company offers any type of training to help make the transition easier, don’t pass it up. And make sure that you give that same training to any employees who will also be using the new system. As Tewari points out, this can help reduce the learning curve and minimize disruption to your business operations.

Pro Tip:

Aisle Planner offers demos for you and your team to ensure you understand the tools and are set up for success! Check out 9 Tips to Make the Most of Your AP Trial Period.

Get Familiar With the Platform

One of the best ways to transition to a new platform or software is to start by familiarizing yourself with the new system, says Brandon Wilkes, marketing manager at The Big Phone Store. “Take some time to explore the features and functionality of the new platform or software, and get a feel for how it works,” he recommends. “If possible, find someone who is already using the new platform or software and ask for their advice on getting started.”

Women typing on a computer

Assign One Point Person

Whether it’s you (the owner) or a trusted employee, have one person be the leading expert on the new platform. “They should field all questions and take responsibility for the matter,” says Carlos Barros, director of marketing at Epos Now.

Be Patient

Business owners should be prepared for some bumps in the road when transitioning to the new platform. “Remember that some platforms will automatically switch information over, but some will not. It’s best to remain calm and plan for these situations,” notes Ana Codallo, CTO of Key Opinion Leaders.


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About the Author

Aisle Planner Editorial Team
Aisle Planner Editorial Team
The Aisle Planner Editorial Team is a collective of creative writers, editors, and former event pros who obsess over weddings and special events—and the businesses behind them! Drawn to refined details, design, and creativity, our team provides intelligent and straightforward articles with insights, practical tips, and expert guidance in putting Aisle Planner's "Power of One" behind your business.