Seven ways to make your upgrade easier

Learn how to successfully manage your software upgrade

Maximize upside during your upgrade

Upgrades are vital to realizing the return on your technology investment, including new features and functionality, a better user experience and often, new tools you requested based on current version needs.

Unfortunately, upgrades can also be difficult without the appropriate preparation. To make sure your organization gets to most out of its next upgrade and avoids potential pitfalls, keep in mind these seven things:

1. Communicate, communicate, communicate: A smooth upgrade begins when everyone is on the same page. Both business and technical stakeholders can provide valuable insight as well as guidance and assistance with the upgrade process.

2. Get a lay of the land: Good communication with stakeholders and end users should help you better understand the scope of your project. You’ll know who will be involved in the upgrade, what your hardware and network requirements are and what you’re overall needs will be. This is also a good time to take a look at your current deployment options. Is moving to the cloud the right option? Or is sticking with an on-premises deployment the way to go?

3. Choose your upgrade path: There are two ways to upgrade your solution. The traditional way is faster but carries more risk. This method carries more risk because of the all-at-once approach. If the solution is up and running afterward, you’re up and running. If there’s an issue, it could create downtime until the issue is resolved.

The incremental parallel upgrade is slower, but it provides less risk and greater flexibility. You’re replacing the solution in a phased approach and reducing the number of potential issues and their scope. It also allows for both incremental end-user training and step-by-step switching from the old release to new.

4. Know your slow time: Regardless of the upgrade option you choose, schedule your upgrade during your organization’s slow time. Whenever it is, you lower your risk by upgrading during a time when the organization is least reliant on the software you are upgrading.

5. Don’t forget third-party integrations: If your solution integrates with third-party software, make sure you find out if there are plans to upgrade them to newer versions as well. If so, make sure your upgraded solution is compatible with those newer third-party versions.

6. Test, test and test again:Having a test system as part of your upgrade strategy provides you with several benefits, including the ability to test your upgrade process and giving you a place to make modifications to scripts without affecting production.

7. Lean on your support structure: Take some time to understand how your software vendor will help you through the upgrade. From documentation that walks you through the process step-by-step to expert advice, your vendor should be at your side during any upgrade process.

Are you beginning to plan your next upgrade? Schedule a consultation with the Hyland Global Services team to ensure everything goes smoothly.