A platform upgrade goes better when it's approached as a phased modernization project. Four steps we use with our clients:
1. Audit and restructure existing content
Most government and higher ed sites carry years of content sprawl. The migration is the right moment to realign around user needs. A content audit should surface outdated or redundant pages, accessibility issues, low-performing content, PDF and media use, overlap across divisions, and navigation problems.
2. Define clear requirements
Both IT and Comms have to be at the table. The platform has to satisfy both groups. Requirements typically include accessibility by default, secure infrastructure, compliance with applicable federal, state, and local standards, scalable architecture, editor-friendly tools, and integration with internal systems like CRMs, data feeds, and scheduling tools.
3. Evaluate platforms through a public sector lens
This is where most selections go wrong. Consumer-grade tools often look good in a demo but fall short on the things public sector sites actually need: WCAG conformance, strong role-based permissions, audit logs and versioning, retention policies, built-in content workflows, multilingual support, and reliable uptime at scale. Evaluate against the constraints you actually operate under, not the features that look best in a pitch.
4. Choose an implementation partner with industry expertise
The partner matters as much as the platform. Look for experience with government and higher ed migrations, a track record on accessibility and security, familiarity with public sector procurement, strong case studies in relevant sectors, and experience replacing PDF-heavy content with structured pages.