Hello Admins! A recent question from the Global Gainsight Admin Slack channel is the root of this post.
“Does anyone have a list of yearly tasks they have to manage to maintain Gainsight?”.
In my past roles supporting financial solutions there was always the dreaded year-end where the ghosts of annual maintenance would come knocking. I recall how maintaining a living document of the list of tasks and reference to how to achieve them was key to survival.
I wanted to capture some annual Gainsight maintenance tasks here to help provide reminders and support for those key times when things get a little hectic. So, drop your suggestions in the chat to help build a more comprehensive list of tasks that might be needed on an annual or infrequent basis.
Here’s a few from the OP:
- Report Maintenance - reviewing dates or headers that need to be rolled forward
- Surveys - review end dates or deprecate as needed
- Data Design or Rules Maintenance for dates
- Updating or Creating annual Campaigns in SFDC
- Annual maintenance of licenses or certification for website and other job related tools
- Renew your Gainsight Admin Certification 😎
What else is on your list? Let me know by dropping a chat below.
Take care and here’s to 2024! 🥂
Credit to admins @stacey george,
