SUMMARY:

In this episode, the Ops Experts team dives into the complexities and challenges of managing tech migrations for growing businesses. Tackling the allure of "all-in-one" solutions and the risks of chasing the latest tech trends, the conversation focuses on the importance of strategic planning, customer journey mapping, and cost analysis when upgrading or consolidating tech stacks. The team highlights real-world examples, from CRM switches to API compatibility issues, revealing the hidden costs of poorly planned migrations and the need for careful evaluation of each tool’s impact on customer service and fulfillment. They discuss key tips for operators, including commitment to chosen systems, mapping customer touchpoints, and understanding the financial implications of automation tools like Zapier.

If you're an operator facing pressure from a visionary to adopt the latest tech, or if you're considering a shift to streamline operations, this episode offers insights into making the right tech choices to ensure a seamless customer journey and stable operations.

Minute by Minute:

0:00 Introduction

6:08 Migrating all tech to one platform

10:28 Grass is not always greener with technology

14:00 Have you mapped out your customer journey?