Securing resources for large-scale technological transitions such as a new CRM can be lengthy and complex. While extended lead times and shifting priorities can slow progress, they also create opportunities to build momentum. Institutions can use this period to strengthen advancement capabilities and lay the groundwork for future successful technology transition.

This panel explores practical strategies advancement leaders can use when planning a large-scale technology transition. Panelists will share institutional examples of deploying AI for priority use cases; upgrading marketing automation and constituent engagement; strengthening data strategy, governance, reporting, KPIs, and analytics platforms; improving cross-institution coordination; and repositioning staff into new roles. Attendees will leave with actionable tactics that deliver immediate value while accelerating readiness for large-scale technology transformation.