The thought of upgrading any software can be a scary undertaking, but not doing an upgrade could end up being worse. As such, what factors should you take into consideration?
- To stay current with technology
- Need or want to utilize new features in the new version
- Current, older version of NAV no longer supported on newer hardware and operating systems
- NAV 4.0 and older won’t run on Windows 7 / 8
- NAV 2013/2015/2016 won’t run on Windows XP
- What’s the cost of the software upgrade?
- What about training, etc.?
- Do we need new hardware?
- Is additional software required? SQL-Server?
- NAV 2016 requires MS SQL-Server
- Internal Staffing Requirements
- Who is going to be the internal project manager?
- Will we allocate resources to testing the upgrade?
- Do we have a “busy time” of the year? (Seasonal?)
- Do we have adequate time to test?
- Are we allowing enough time to do the upgrade?
- Do NOT rush the process!
Estimating the Cost
- Start with the upgrade quote
- Know the scope of the upgrade
- Objects that are/aren’t included
- New functionality that replaces existing modifications
- Modifications that can’t be brought forward
- Add time for additional programming that might be needed
- Include costs for hardware & other software upgrades
- Include training time, project management and “emotional support”
- You must be prepared for
- Resistance from employees
- Time devoted to testing
- Coordinating efforts for hardware, software and database delivery
- “Who is responsible for what?” document
- Check schedule of all involved parties
- Discuss database “down time” for final cutover
Most Important Phase
- T E S T I N G!!!
- Once you’ve tested, then you must test some more.
- And finally, test some more!!
- Check to make sure that all postings are happening as you expect, reports are giving expected information, and that data looks OK
- Ensure that all testing is complete and signed off
- The entire team must be available
- Your internal team
- IT, Project Managers, Users
- The SBS Group team
- Upgrade Developer, Trainer
- Plan for SBS Group to be onsite/available for 1-3 days
- Processes may have been missed during testing
- Stick to the timeline as any change affects the entire outcome
- Your internal team
What could derail the upgrade?
- Adding new modifications to your current database after the upgrade process has begun
- Doing development in the testing database
- Failing to track and verify the testing process
- Didn’t allocate enough time for testing/training
- Team members aren’t available
- Lack of support from company management
- Loss of key personnel