SalesLogix: Migrating from LAN to Web

April 9, 2023 | Copyright © 2011 Infinity Info Systems

SalesLogix Breakthrough Webinar Series

Migrating LAN to Web

October 20, 2011


Presenters:

Scott SniderManager, Professional Services

Kathleen FerrieMarketing Manager

Gean MartinezSr. Software Engineer


Agenda:• What is the Web Client• Support for Mobile Users• Extending the Web Client• Migration Strategies– What you MUST know– When to migrate– Strategies for Migration

• Q&A


What is the Web Client: Same Database – Different Front End


• Delivers rich CRM functionality– Supports multiple devices– Customizable– Easy to deploy and manage– No extra charge to Sage SalesLogix

customers.*– Can leverage HTML5 browser features

such as location awareness– No Data Sync – Data is real-time

*Requires Sage SalesLogix v7.5.3


Sdata enabled tools• Integration made easy

– Expose your data as resources– CRUD operations– Exposes Business Rules written for Web Functionality– Allows for basic and complex querying– Easy to deploy and manage– No extra charge to Sage SalesLogix customers.– Learn more at sdata.sage.com


Sdata at work within the SLX Web Client


Sdata at work outside of SLX


Key information as we begin to plan a migration road map:

• While the Web Client has a new Front End, it reads and writes the same data as the Windows Client (LAN)

• Front end customizations do NOT port over• Record-level security is still respected• Concept of Releases for Menus, Toolbars and NavBars

remains• Administrator functionality ported over to Web• Pick lists remain the same• Groups are the same• Data integration, Ksync, Reporting is not impacted• Web client is available on premise or in the cloud


Architecture


When to migrate

• Your business is undergoing a fundamental shift that includes a fresh look at your CRM strategy (e.g. merger, acquisition, reorganization, etc.)

• You have a need or desire to leverage web and/or Mobile based technologies

• The functional enhancements in the web product are appealing from either a tactical or strategic perspective

• You’re interested in moving to an off-premise solution


Strategies for Migration• Complete Migration

– The totality of your SalesLogix solution is migrated as a whole. – While having the potential to minimize the timeline required to migrate all

functionality, this strategy carries with it certain risks that must be considered.– Two optional approaches; database upgrade or database conversion

• Iterative Migration– Allows for a more controlled migration process whereby your SalesLogix solution is

migrated in logical chunks and deployed in phases.– This strategy has the same end goal of the Complete Migration, but mitigates the

risk factors by introducing logical quality gates within each phased deployment. This strategy will likely extend the overall duration of full system migration.

• Limited Migration– Is different from the iterative migration process in that only specific components of

your SalesLogix solution are migrated, yielding a blended Web/LAN solution. – This type of migration allows an organization to recognize strengths of both

deployment options


The Path to Migration Success

Regardless of the Migration Strategy selected, the migration path is largely the same:

Assess the current Solution

Prepare for Migration

Migrate the Solution

Conduct thorough

testing

Enable End Users to use

the new technology


QUESTIONSInfinity Info Systems

For more information contact: Kathleen Ferrie at [email protected]

Date post:	28-Nov-2014
Category:	Technology
Upload:	infinity-info-systems
View:	1,439 times
Download:	1 times

SalesLogix: Migrating from LAN to Web

Technology