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When these systems are disconnected, teams may struggle to create consistent experiences across the customer journey.

How to improve

Create a broader architecture that connects:

Customer data → Identity → Audience → Experience → Measurement → Optimization

This allows your personalization program to evolve beyond isolated webpage experiments.


Adobe Target Personalization Audit Checklist

Use the following personalization audit checklist during a quarterly or semiannual review.

Technical implementation

  • Target implementation is deployed correctly
  • Target requests are firing on required pages
  • Parameters contain expected values
  • Experience Cloud ID is working correctly
  • Audience signals are being passed correctly
  • Tag-management rules are documented
  • QA processes exist for new activities

Activities

  • Every active activity has a documented objective
  • Activities have clear owners
  • Expired activities are archived
  • Naming conventions are standardized
  • Duplicate activities are removed
  • Start and end dates are defined

Measurement

  • Primary KPIs are documented
  • Control experiences are available where appropriate
  • Conversion metrics reflect business outcomes
  • Revenue impact is measured where relevant
  • Test results are documented
  • Learnings influence future experiments

Personalization

  • Audiences are large enough to be useful
  • Audience overlap is understood
  • Experiences are meaningfully different
  • Personalization rules are documented
  • Automated Personalization activities are monitored
  • Models have sufficient traffic and conversions

How Sitecore-to-AEM Migration Can Affect Your Personalization Strategy

A CMS migration can change more than your content management layer. It can also affect personalization, experimentation, analytics, targeting rules, components, tags, URLs, and integrations.

If your organization is moving from Sitecore to Adobe Experience Manager, personalization should therefore be included in the migration planning process rather than treated as a post-launch task.

During a Sitecore-to-AEM migration, audit how existing personalization depends on:

  • Sitecore components
  • Personalization rules
  • Content structures
  • Customer data
  • Analytics implementations
  • Targeting logic
  • APIs
  • Tags
  • URLs
  • Forms
  • Third-party integrations

Your team should document which experiences are being migrated, redesigned, retired, or rebuilt in AEM and Adobe Target.

For a detailed look at migration planning, timelines, costs, and common implementation risks, see Sitecore to AEM Migration: Timeline, Costs & Common Pitfalls.

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