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Dates | Status | Who | Task | Note | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ALL | Intro Call | ||||||||
| UB | Send WhiteLabel Requirements doc | ||||||||
| LV | Export Yext Data | ||||||||
- |
| LV | Provide reduced list of accounts to UB | Determined to be done post migration by Ops. | ||||||
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| ALL | Migration planning
| |||||||
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| LV Samar & Grant | Provided full export of Yext Data to product and Uberall team | |||||||
2/13/23 |
| UB | Convert Yext Data | |||||||
2/13/23 |
| LV Samar | Return white label req doc | |||||||
2/14/23 - 2/17/23 | UB | Set up dashboards (SP/CSP) + whitelabel | ||||||||
2/20/23 - 2/24/23 | scheduled for 31 | ALL | Platform Training w/ SEO Team
| |||||||
2/22/23 | UB | Test yext import to sandbox | ||||||||
2/22/23 |
| LV Samar & Grant | Review and fix errors (LV) | |||||||
2/27/23 | UB | Import POI to Production | ||||||||
2/27/23 | LV Grant & Samar | Spot check data | ||||||||
2/27/23 | ALL | User Assignment | ||||||||
2/28/23 | LV | Release data from Yext | ||||||||
3/1/23 | UB | Start Sync | ||||||||
3/1/23 - 3/10/23 | ALL | Sales Training
| ||||||||
3/1/23 - 3/10/23 | LV Grant | Existing Connections Sync (Manually connect GBP & FB) | Lance added row. | |||||||
3/1/23 - 3/10/23 | ALL | GBP + FB link share to connect | ||||||||
3/1/23 - 3/21/23 | ALL | DigMS Dev Team API integration review | we will likely review in Q2/Q3 | |||||||
3/31/23 | Katie | Audit Uberall account post migration |
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Questions | Answer | Who | When | Where (Meeting) |
|---|---|---|---|---|
| Samar (Grant to assist when/if needed) | Samar & Tory |
| Meeting: Uberall Migration Internal Discussion |
| They do not have a sufficient Leadsie alternative. Their options: 1 - they can do a link similar to Yext that gives them access. 2 - They can help facilitate us sending separate GBP and FB access request for our accounts. | Uberall - David & team | LeadVenture Migration Planning Cont. |
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