Navigating the transition: what retailers should do as Workplace by Meta Sunsets

20 June 2024

3 min
The recent announcement of Workplace by Meta sunsetting has left many retailers wondering about their next move. As a friendly guide, our team here at Cegid is on hand to help you navigate this transition smoothly and effectively. Let's explore what this means for your retail business and how you can prepare for the future.

Understanding the change

Workplace has been a valuable tool for retailers, offering a platform for communication, collaboration, and community building. However, with it closing on the 31st August 2025, it is essential to start considering alternative solutions that will keep your teams connected and engaged.

 

Assess your needs

Begin by taking stock of how your organisation currently uses Workplace. Ask yourself:

  • Which features are most critical to our daily operations?
  • How do our teams communicate and collaborate on this platform?
  • What integrations do we have in place?

Having a clear understanding of your needs will help you identify the most suitable alternatives available.

 

Three key steps you can you take now to prepare for the closure of Workplace

This announcement will no doubt seem overwhelming to those who rely on Workplace for their communications and engagement. Here are three key steps you can take now to help you prepare for the transition:

1. Understand how your team uses Workplace

  • Identify Key Features: Which parts of Workplace do your teams use the most? Speak with your store teams and involve key users in identifying must-haves.
  • Assess Integrations: What tools do you use that are integrated with Workplace? Identify how the closure will impact these integrations and what work needs to be done to ensure minimal disruption.

2. Compile a Request for Information (RFI) and approach potential vendors

  • List Requirements: Put together a comprehensive list of your requirements, involving key users and ranking them by priority. Get feedback from your store teams, area managers, and head office users.
  • Seek Guidance: If you struggle with this, approach alternative providers who can share key features that could benefit your business based on their experience with other brands.

3. Evaluate your options

  • Score and Feedback: Score software partners on their features based on the RFI, and consider their commitment to innovation and investment in the platform. You could also reach out to their clients for feedback.
  • Financial Stability: Ensure you select a financially stable partner committed to the platform’s future.

 

Plan the transition

Switching platforms doesn’t have to be daunting. Once you’ve selected your preferred software partner, here are four steps to ensure a smooth transition:

  • Set a Timeline: Determine key dates for the transition, including when to start and when to complete the transition.
  • Communicate with Your Team: Keep everyone informed about the changes. Your software partner should demonstrate a clear onboarding process and provide training sessions or resources to help your store teams adapt to the new platform.
  • Migrate Data: Ensure important data and communications from Workplace are safely transferred to the new platform. Your software partner should offer migration services or guides to help you with this process.
  • Test the New System: Before fully switching over, run tests to ensure everything is working as expected. This helps to catch any issues early on.

 

Keep the team spirit alive

Transitions can be challenging, but they are also opportunities for growth and improvement. Encourage your store, field and head office teams to embrace the change and provide continuous support. Highlight the new features and capabilities of the chosen platform to get everyone excited about the possibilities.

 

Wrapping Up

While the sunsetting of Workplace from Meta marks the end of an era, it also opens the door to new opportunities. By assessing your needs, exploring alternatives, and planning a careful transition, you can ensure your retail business continues to thrive.

 

Could Cegid Retail Store Excellence be the platform for you?

If you’re using multiple systems for communications, task management, and retail operations, now is a good time to consider a single supplier that can handle all your retail operations, including communications, team engagement, task management, and brand compliance.

Cegid Retail Store Excellence is a global task management and retail operations platform designed especially for retailers. Trusted by brands such as Ferragamo, PetCo, PVH, Oliver Bonas, and Brompton Bikes, Cegid offers a comprehensive solution for your retail needs.

If you would like to chat about how Cegid can help you smoothly transition from Workplace to Cegid Retail Store Excellence, request a call back. We are excited to help you on this journey!

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