planning for a qad upgrade mwug spring 2014 itasca, il
DESCRIPTION
Menu Considerations Planning Execution Follow-up QuestionsTRANSCRIPT
John Graham – STRATEGIC Information Group
Planning for a QAD UpgradeMWUG Spring 2014
Itasca, IL
Menu
Considerations
Planning
Execution
Follow-up
Questions
Considerations
• Technical vs Operational (Scope)• Budget• Resource availability• Supportability of existing version and infrastructure• Hosting options• Timing
Technical or Operational• What is the scope of the upgrade• Are upgrading to receive new functionality• Does the new functionality happen in phase 1 or phase 2• Customizations
Budget
• Are there budget or resource constraints• This may impact scope or phasing• May not know full impact until plan is
completed and adjustments may be needed either in scope or budget
Resource Availability
• Internal– Technical– Operations– Finance– Quality
• External
Supportability
• Version lifecycle• OS Support• Hardware Support• Customizations
Version Availability Version Generally
AvailableFunctionally
Stable Mature Retired Archived
QAD 2011 Enterprise
EditionMar. 2011 Mar. 2013 Mar. 2014 Sept.
2015*** tbd
QAD 2010.1 Enterprise
EditionSept. 2010 Sept. 2012 Sept. 2013 Mar.
2015*** tbd
QAD 2010 Enterprise
EditionMar. 2010 Mar. 2012 Mar. 2013 Sept.
2014*** tbd
QAD 2009.1 Enterprise
EditionSept. 2009 Sept. 2011 Sept. 2012 Mar.
2014*** tbd
QAD 2009 Enterprise
EditionMar. 2009 Mar. 2011 Mar. 2012 Sept.
2013*** tbd
QAD 2013 Standard Edition
(eB2.1)*X Dec. 2015 Dec. 2016 Dec.
2017*** Dec. 2018
Phase Definitions
Phase Sales Enhancements and Translation
Technical Support
Global Service Offering
Phase Transition Triggers
Maturity Sales are suspended.
No product enhancements or translations or certification.
Limited support.
Global Services offerings may be limited in availability.
When a numbered version transitions into Functional Stability.
Only general assistance; includes existing Service Packs.
Retirement Sales are suspended.
No product enhancements or translations or certification.
Support for specified time period only; support surcharge may apply.
Global Services are limited and may be costly.
When a numbered version transitions into Maturity.
Archived
Code and documentation is archived to backup systems.
Not available.
Available only at QAD’s discretion on a quote basis.
Available only at QAD’s discretion on a quote basis.
Not applicable.
Hosting Options
• Cloud• Hosted• On Premise
Timing
• Fiscal calendar• Vacations• Business Events
– Product Launches– Acquisitions– Relocations– Others
Planning
• Project plan • Resource allocation• Communications• Executive Sponsorship• Timeline
Project Plan
• Maintain Scope• Adjust plan for resources• Adjust plan for budget• Adjust plan for time
constraints• Get expert help if this is
new to your team
Resource Allocation
• Executive sponsorship• Avoid distractions• Everyone knows the plan and their role
Communications
• Everyone knows the plan• Everyone knows their role• Importance is communicated by Executive
Sponsor• Kickoff Event• Milestones
Executive Sponsorship
• Lets everyone know importance
• Avoids distractions
Timing
• Avoid major events when possible• Be realistic on timeframe• Adjust as needed if possible
Execution
• Follow the Plan• Manage the Scope• Manage the Resources• Weekly plan to actual• Adapt as needed• Communications
Follow-up
• Daily then Weekly• First month end process• 3 month checkup• Follow on training or projects identified
Summary• Define project driver• Get executive sponsorship• Understand scope• Understand resource constraints
– Budget– Internal– External– Timeline
• Develop plan the meets both• Communicate plan• Execute• Follow-up
Questions