ALTUS ALLIANCE 2016How to plan a “Pain Free” upgrade

Your Presenter•Diana Budreau

• Client Success Director• Specialties

NAV versions – a review• NAV 4 – released 2004• NAV 4 SP1 – released 2005• NAV 4 SP2 – released early 2006• NAV 4 SP3 – released late 2006• NAV 5 – released 2007• NAV 5 SP1 – released 2008• NAV 2009 (6) – released 2009• NAV 2009 SP1 – released late 2009• NAV 2009 R2 (RTC) – released 2011• NAV 2013 (RTC) – released 2013• NAV 2013 R2 (RTC) – released 2014• NAV 2015 – released Feb 2015• NAV 2016 – releasing shortly

NAV Today

Today we will chat about• Why Upgrade, the facts• Implications of not upgrading• Are upgrades Painful?• Pre Upgrade:

• How to plan, Options• Tips to roll out to the team

• During Upgrade:• Change Management• Communications

• Post Upgrade:• Don’t stop just because you are live

Everyone needs to upgrade• Microsoft and Altus release

regularly

• The Good: New releases = new functionality

• The Bad: Neglecting to upgrade = more painful upgrade

• The Ugly: Delay too long = Change management issues and more cost

The Upgrade Facts• Releases continue to introduce significant

new technology breakthroughs• Do things better and do it faster approach• Use Standard product, gone are the days of

customizations• Access anywhere on any device• Newer releases reduce vulnerability• Consistent, frequent upgrades are less costly• Older versions become unsupported• Older versions begin to have technological

issues• Clients want

Be an Industry Leader• 53% of Leading SMEs are on the

latest release of their ERP software• 2.9x more likely to be able to share and integrate data with extended organization

• 16% more likely to utilize best practices

• 58% more likely to access the solution via a mobile device

• 63% better able to access reports via a self serve method

• 58% easier to tailor the solution to business change“The Fear of Being Left Out: What’s Your ERP Upgrade Strategy?”

http://services.aberdeen.com/e/72572/KB-11576/3ftb6b/104427799

Will your organization benefit from: • Process improvement - workflow

• Better reporting - KPI’s• Self Service • Added functionality - OCR• More modern, usable and more

flexible• More effective, efficient staff • More collaboration• Mobile Access• Social Interactions• Cloud – save costs?

What are the implications of not upgrading?

• Security Risk• Lower performance, outdated product• Lack of improved technology• Loss of Social interaction• Regulatory compliance may not be

met or automated• Missed opportunity for growth• Missed cost savings• Less collaboration, less team

effectiveness

What holds the client back from an upgrade?

• They do not see the ROI• Staff is being resistant to change• Senior staff are retiring• “It’s just an accounting solution”• Memories of the first implementation • Poor user adoption• Budget• “Who has time”• No one seems to want to do this

Lifecycle Timeline:We support the version for 1 year after Microsoft

VersionMBS Support Lifecycle

End DateAltus Support

Lifecycle End DateV4 1/12/2010 10/1/2015V5 4/10/2012 10/1/20152009 Classic 1/13/2015 7/1/20162009 RTC 1/13/2015 1/1/20172013 1/9/2018 1/1/20192013 R2 1/9/2018 1/1/20192015 1/20/2020 1/1/20212016 1/20/2021 1/1/2022

2009 R2 or older?You should be planning your upgrade now and I’m glad you joined me today.

You need to upgrade by January 2019, let’s review a realistic timeline this year

You qualify for upgrades – let’s chat

2013?

2013 R2 or newer?

Why might an upgrade be painful?

Painful!

Time consuming

Expensive

Learning curve

Limited resources PLAN!!

Why Plan?• Proper planning will capture important considerations

• Process Improvement• New product requirements• Will you go Cloud – Can you?

• Allows adequate time to ensure everything is reviewed

• Infrastructure• 3rd Party products• Customizations

• Budget considerations• When/How can you fit a project into your

budget• Phased Approach• Solution benefits (Business Case)

For your team - Proper Planning will:

• Allow your team to understand the ROI• Increase the utilization and adoption

of the new release and new features• Allow the chance for process improvement

• Ensure the new release will be the right fit for everyone

• Generate excitement and a willingness to help make the upgrade successful

• Reduces Change Management risk

Pre-Upgrade - we help you plan:Solution Improvement Strategies, Complimentary:

• Unleash your potential – client/product road-mapping• Consultant Review• Report on features, product and notes on findings• Estimates (high-level) on add on’s and services• Demonstrations

Formal Planning, Paid Service: • Upgrade Diagnostic • Customization / Integration Estimates• More in-depth analysis

During the Upgrade:Change Management:• Recognize that your team will have some change issues• Read and learn about change management and become a

leader • Here are some tips:

• Prepare for Change (strategy, create a team, have a plan)• Ensure there is a clear sponsor supporting change (leadership

involvement)• Consider a change control committee• Ensure everyone knows their role and responsibilities• What is the process if something goes wrong• Communicate regularly• Encourage regularly• Celebrate regularly

During the UpgradeTips to help with the project• Communicate with your PM• Listen carefully and learn• Provide the team the time they need• Consider hiring temporary help• Do not book other significant projects at the same time• Work around blackout times• Test, test some more and test again• Think outside the box

After the Upgrade:What's Next?• Don’t stop• Re-assess the successes• Review what was missed• Review what you learned (especially things you parked!)• Plan for your organizations upgrade cycle with all stakeholders

Already NAV 2013 R2 or later?• You are eligible!

Upgrade OptionsOption 1: Option 2:

Your Choice Timing

Faster Return on Investment Enjoy the newest features and make jobs more effective.It’s built into your budgetEasier Change Management

Return on Investment is in your controlChoose timing that works, based on workload and budget.Requires more planning due to unknown timeline

15%

Evergreen Plan – What you get• Installation TEST and PROD• Data upgrade for the Test

environment• Data upgrade for the Production / Go-

Live • Diagnostic of your customizations• Training, what’s new since your

release• User Acceptance Testing assistance• Go-Live assistance• Project Management

Diamond Support Plan• Unlimited support calls on issues relating to

the Altus Solution (NAV, Jet, Web Apps, etc.) • Access to all new version releases of the

Altus Dynamics Software as and when generally released by Altus Dynamics to its customers

• Hotfixes (Severity 1, 2, and 3) for the Altus Dynamics Software and Altus-developed Customizations for a period of 24 months from the version release date

• Access to all new Third Party Software as and when generally released by the third party vendors

• Two Free passes to Altus Alliance, Altus Dynamics’ annual conference

Diamond Support Plan• Access to eLearning webinars• Complimentary on-line training, self-paced• Two hours of free support towards fixes of

problems caused by end-user (during standard Altus helpdesk hours only)

• Annual road-map planning • No additional costs for after-hours support • Employee Web Apps redeployment training• Object Deployment and Management training• Up to 4 hours of General Training / Assistance

annually (managed remotely)• Annual Infrastructure Health check - SQL and

Infrastructure Analysis (managed remotely)

Other Considerations• Cloud – Where does your

organization plan to go with cloud?• Office 365 (O365) offering• Power BI• CRM implementation• Improve the team’s training• Implement more of the tools you

already own• Improve the GL, improve reporting

What should you do?• Be aware of the dates, ensure your

IT is aware• Continue to use your solution as you

are today, start to plan your upgrade

• Continue to pay your annual fee• Continue to have Altus provide your

day-to-day support• Be aware of what new releases will

do for your organization, watch webcasts, attend events like Alliance

Version Comparison Toolhttp://www.microsoft.com/dynamics/upgrade-compare/nav/default.html

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Thanks for coming!@altusdynamics

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