As marketers in today’s world of technical tool abundance, we often find ourselves devising new and exciting technical solutions. It’s imperative to push the bounds of your technical systems to keep up with elevated customer experience expectations and the expectations of your C-suite.
With that creation comes customization, and often a heightened amount of complexity. As you integrate new platforms into your martech stack, a greater need arises for ongoing management and a rigorous testing protocol. Before launching new functionality, implementing enhancements or updating an existing solution, a battery of tests is necessary to ensure your team makes it through “go-live” day unscathed.
Step #1: Gather Existing Documentation
Often, once a solution has been implemented, it’s tempting to forget the original configuration. Documentation is often seen as a lost cause…