Case Study: TenonTours Unifying Business Operations in Six Weeks

Process:

• Phase 1: Assessment and Planning (Weeks 1-2)
• We began with a comprehensive analysis of both companies' data structures and operational needs. This included:Detailed mapping of data properties requiring synchronization
• Assessment of existing Gravity Forms integration points
• Analysis of current workflow structures and optimization opportunities
• Development of a clear project roadmap with specific milestones
• Phase 2: Implementation and Integration (Weeks 3-4)
• The core migration phase involved:Systematic data cleaning and preparation for transfer
• Strategic implementation of Business Unit structures
• Integration of Gravity Forms with new Business Unit frameworks
• Initial workflow updates and optimization
• Phase 3: Optimization and Launch (Weeks 5-6)
• The final phase focused on:Comprehensive workflow testing and refinement
• System-wide integration testing
• Final adjustments based on test resultsPreparation for seamless go-live transition

Key Achievements:

Operational Efficiency

• Successfully migrated all contact and deal data with proper Business Unit assignment
• Maintained business continuity throughout the transition
• Completed the entire project ahead of the 4 week deadline

Technical Achievement

• Integrated all Gravity Forms systems with new Business Unit structure
• Optimized workflows across both business units
• Established clear data segregation protocols

Business Value

• Reduced operational overhead through workflow automation
• Improved data accuracy and accessibility
• Enhanced reporting capabilities across business units

Conclusion:

The successful implementation of this HubSpot migration has positioned both LemonRock and Tenon Tours for enhanced operational efficiency and scalability. The new integrated system provides:

• Improved data management capabilities
• Enhanced workflow automation
• Better cross-unit collaboration opportunities
• Stronger foundation for future growth

This project demonstrates our ability to handle complex HubSpot migrations while maintaining business continuity and meeting tight deadlines. The successful outcome serves as a blueprint for future similar integrations, highlighting the importance of thorough planning, systematic implementation, and continuous stakeholder communication.