Bytes of Knowledge

Your Platform Migration Strategy Checklist
Kayla Holt Kayla Holt

Your Platform Migration Strategy Checklist

As technology continues to rapidly evolve, businesses and nonprofits face growing pressure to modernize their technology to stay competitive and efficient. Whether you're struggling with outdated systems, rising maintenance costs, or underwhelming performance, moving to a cloud-based platform can open the door to long-term scalability, security, compliance, and operational improvements.

However, without a clear and well-planned strategy, a platform migration can quickly turn into a costly, disruptive experience. That’s why creating a thoughtful roadmap is essential for a smooth transition.

At Rooted Software, we specialize in helping ministries and churches, SMBs, mission-driven organizations, and nonprofits alike migrate their technology with confidence. Below is a comprehensive checklist to guide your team through the migration process, from early planning to post-migration optimization.

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Unlocking Ministry Potential with Planning Center 
Kayla Holt Kayla Holt

Unlocking Ministry Potential with Planning Center 

In the fast-paced world of church leadership and ministry, staying organized and fostering connections within your community can feel monumental. Planning Center, a suite of church management tools, simplifies these challenges, offering robust solutions that empower pastoral staff, leadership, and volunteer teams to focus on what truly matters—ministry. Let’s explore how Planning Center can transform the way your church operates and connects with your congregation. 

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How Virtuous and Rooted Software Helped Josiah White’s Residential Easily Migrate from Raiser’s Edge
Kelly Cristaldi Kelly Cristaldi

How Virtuous and Rooted Software Helped Josiah White’s Residential Easily Migrate from Raiser’s Edge

When you work with a trusted migration partner that’s well versed in your new nonprofit CRM, it’s an easier transition between your legacy CRM and your new one. We recently sat down with customer Josiah White’s Residential, who acquired Virtuous, the responsive nonprofit CRM, to discuss how the power of Rooted Software and Virtuous has enabled them to increase their supporter’s generosity.

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The Benefits of Microsoft Forms with Excel
Toby Weiss Toby Weiss

The Benefits of Microsoft Forms with Excel

In today’s fast-paced world, filling out a survey on paper is considered slow and inconvenient. How can organizations collect data quickly and keep it organized? The answer may be Microsoft Forms.

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