As part of my role as Director of Business Development here at PASS I am responsible for meeting with prospective clients to walk them through our PAC outsourcing solutions. One concern that always comes up during those conversations is the process of transitioning from one campaign finance compliance vendor to another.
I know this can seem like a daunting task, but with a little planning and preparation and PASS’ custom transition process, it doesn’t have to be.
Here are a few steps you can take to ensure a smooth transition once you’ve decided to make the switch to PASS:
- Time the switch appropriately: It is important to remember how lengthy onboarding a new vendor with your organization can take. Contract negotiations and IT security reviews take time. Be sure to loop-in the appropriate departments to get an idea of how long these processes take. After a contract is in place, PASS guarantees a 20-business day turn-around from the date we receive your data until we are able to provide compliance services.
- Backup your data: Consider how much data you want to load into the new vendor’s system and make a back-up. Backing up all of your PAC data ensures that you don’t lose any important information during the transition. PASS has the ability to aid in this process by either working directly with your current vendor or providing you with all the required data fields we will need to perform our services.
- Plan the start-up process: Work with your new vendor to map out the start-up process. PASS makes service start-up easy by providing a memo that acts as a road map to getting the proper processes and procedures in place with the correct teams and contacts for everyone. PASS schedules a weekly check-in to make sure everything is on time and all parties are providing the necessary information for a seamless transition.
- Train your team: Make sure you get training on your new PAC software. PASS provides unlimited training for our proprietary PAC software, epacInfo®. Software is a tool that allows you access to your data all day, every day. Make sure you and the other members of your team know how to use the new system to run PAC statistics and produce reports when you need them.
By following these steps, you can ensure a seamless transition from your current vendor to PASS. Want to know more about why PASS is the right fit for you? Click here to see how we compare to other outsource vendors and software.