Digital Transformation Services

Optimizely CMS Migration

Who are you going to trust?

Building a custom Optimizely experience takes a seasoned team of experts.

The old-fashioned Lift & Shift isn’t going to work. You want to make a mark and get rid of the technical debt, all in one go. You want to stand out. You want to create an experience that engages your audience and keeps them coming back for more.

To create a world-class Optimizely website, you need a world-class team. You need the best of both worlds: UX and UI design experts that get your vision and your industry, and a trusted team of Optimizely Certified Solution Designers, Developers, Quality Assurance Specialists, and Project Managers, with a deep understanding of the platform and best practices.

We’ve specialized in the leading Digital Experience Platforms (DXPs) since 2008, and we’ve got Optimizely migrations down to a science. Whether you’re migrating to Optimizely from Sitecore or another platform, we’re going to make it a breeze.

From superior planning and solution design, to hyper-efficient content migration, and personalized training, we’re pros at delivering the Optimizely implementation you’ve been dreaming about — on time and on budget.

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We deliver results that will have

Everyone Singing Your Praises

Superior Planning for Pixel-Perfect Implementation

Most partners will just work off a basic planning spreadsheet for your solution architecture. Not us. For Engagency, that spreadsheet is merely a precursor to our 100+ page Architecture Document.

We go into a lot of detail and planning upfront to ensure we capture the functionality of the designs that are presented — and avoid scope and budget creep later. Even Optimizely is amazed by our planning process!

Iterative Training Process Maximizes Client Confidence

With Optimizely migrations, customers are learning an entirely new platform so they need a lot more training. That’s why we break these projects out into rounds. Each individual round includes some architecture, some design, implementation, QA, and training.

We've found this development methodology makes migrations a lot less stressful for our clients. They’re constantly learning as we go so they become really familiar with using Optimizely, instead of being stuck with a massive brain dump at the very end. It also gives us a chance to check in and determine if we need to adjust something or pull in additional resources. By launch, our clients feel completely comfortable with Optimizely and ready to hit the ground running.

We Automate Everything We Can

During the planning stage, we’re constantly thinking about where we can leverage automation to speed time-to-market and make your implementation process more efficient.

We understand you may have limited resources so we think about how we can quickly execute your day to day tasks. We leverage data relationships and create global tagging structures so you can have consistency across different data types, for better content management and personalization.

Personalized Training for Every Task & Team Member

Our training is personalized down to the page and the team member. We’ll hold video training sessions with your team so we can walk them through how to perform their daily tasks with ease in Optimizely, and answer any questions they have.

You'll receive copies of those video trainings, along with comprehensive step-by-step documentation illustrated with screenshots of your implementation.

We Hold Ourselves to a Higher Standard

We thrive on building implementations that exceed expectations, from ease-of-use to performance. Engagency is here to ensure you get the absolute most out of Optimizely.

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7 Things We Like About Optimizely
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What you can expect from an

Optimizely Migration by Engagency

What can you expect when you sign up for an Optimizely migration with Engagency? Our signature process allows us to tailor fit your Optimizely implementation to your organization’s individual needs.

Step 1: Discovery Meeting

On our kick-off call we ask questions and seek to understand your needs. We want to know your goals and how you want to use everything Optimizely has to offer. We’ll also loop in the Optimizely team so everyone can get acquainted and we can coordinate any additional meetings or support.

During discovery, our goal is to understand your current implementation, discuss the user experience you want to create, document specific requirements, and refine the scope of work. We’ll map out your current pages and modules to new ones and streamline things to ensure you have a perfect set of easy-to-use modules to work with.

Step 2: UX & UI Design

In this stage we ensure your new site is not only modern and appealing, but also follows SEO, ADA, and UX best practices.

Our UX & UI Design Team is here to help you make some simple modifications, or completely overhaul your user experience. Whatever you need, we're here to make sure your team loves your new site.

Step 3: Solution Design

Solution Design is the cornerstone of a successful implementation and Engagency is among the best in the industry, at it. Once UX & UI Design is approved, we create an easy to read Solution Design document to plan out every detail of your migration. This document will define the necessary content organization. We’ll chart out the types of content you have, the pages we’ll build, and the content blocks or modules we’ll use to build them.

We also look for any opportunities to streamline your implementation, starting with the current modules you have on your site. It’s common for older implementations to have several modules that are similar to each other. Can we combine any of these? Are there any modules you never use or your content team doesn’t like? Are there any modules that we need to add?

With this information, we create a Content Matrix. This outlines each URL from your old DXP, and maps it to the URL on your new Optimizely site, along with the assigned page type and content blocks. This gives your team and ours a foolproof map to follow during the migration.

Step 4: Development & QA

Next, we embark on development. Using the Solution Design document as our guide, we develop all of the different page types, content blocks, and functionality that will make your new site yours.

We’ll also develop specialized types of content at this stage that may have additional design or functionality considerations. For example, you may have a News page that pulls in various types of content that you want to display in a particular way. Or, your search functionality may include features like filters and promoted content. Whatever it is, we’ll build it.

After each round of development, our QA Specialists will comb through everything before we push to UAT for your final approval.

Step 5: Training

Now it’s time for training. We create detailed, step-by-step training documentation, illustrated with screenshots of your Optimizely implementation.

We’ll also host virtual training sessions to walk your team through everything they need to know and answer any questions they have about how to do their job on your new site. We record these video calls so you can rewatch whenever you need a refresher.

Step 6: Content Migration

During the migration, our team automates content migration where we can. We’ll review your current implementation and look for structured data like events, blogs, or products to see if there’s any content we can extract and push directly into Optimizely — minimizing the amount of manual migration that needs to happen.

For everything else, we move it over to Optimizely manually. If your team wants to dig in and use their training to help with the migration, we’re all for it. Whether you want us to handle the entire migration soup to nuts, or coach your team along the way, we’re here to keep your Optimizely migration project on track and ensure everything gets moved over without a hiccup.

Step 7: Launch

It’s time to launch! Our team will do the final count down, but only after performing a comprehensive review and completing every single item on the Launch Checklist. When everything's set, we'll say blast off!

The weeks following launch are dedicated to more personalized training sessions with your team, ensuring you feel comfortable and confident using your new Optimizely implementation.

Yay, You! You did it!$!$

Don't just take our word for it

Here's What Our Clients Have To Say

"[Engagency’s] technical expertise is second to none, and I couldn’t ask for more from their project management. Our goals are their goals. In that way, they’re more like an extension of our team than an external vendor."

catherine van evans
VP Digital & Marketing Services

- Childcare Service Provider

"I loved working with ENGAGENCY because the developers are creative. In the past, there has been a disconnect between me and other developers I’ve worked with. It was intimidating to ask what else was possible and I felt like I needed to ask things in a certain way. With ENGAGENCY, that has never been an issue; I feel like they’re part of my team. They’re like direct coworkers and colleagues."

mary ortega
Online Marketing Manager, Digital Experience

- Vacation Resort Chain

“They’re awesome at what they do, but they’re also friendly and genuine. It’s a pleasure to work with them. They marry skill to good customer service.”

Robert Pate
Operations Production Analyst

- National Insurance Broker

Ask us a question

Engagency is here to serve and we’re always happy to help. How may we be of service to you?

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