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Plan SAGE X3 Upgrade
Abubakr Asif, BEng, MBA
www.pannimanagement.com
Page 2
Upgrade Phases
Page 3
Project Planning & Preparation Phase
The Project Planning & Preparation phase includes such tasks as
ensuring the hardware and product are available for the new installation,
defining the project plan, holding the kick-off meeting, and defining the
timeline and schedules.
Page 4
Project Planning & Preparation Phase
Key Project Plan activities:
Upgrade Implementation Spreadsheet (time lines and
specific activities)
Upgrade Configuration & Cutover Checklist
Upgrade Customization List (customization list has to
be provided by customer)
Project Kick off meeting
Page 5
Installation and First Pass
Key Steps in Installation and First Pass:
Pre-migration Tasks and new version installation
Technical & Functional Steps – First Pass
Customization and Product Add-ons
Customer Training and Setup
Testing
Milestone 1 – Configuration and Testing Phase Sign-off
Page 6
Installation and First Pass
Pre-migration and new version installation (Vx, x being
the version being installed
Pre-migration
Task
Vx
(Installation
Create
MIGVx
folder
A critical task under Pre-migrations steps is the
extraction of production data in preparation for the
first pass. During this step in the phase, the
Customer site is down where no new data can be
entered until the extraction is complete.
Page 7
Installation and First Pass
Technical and Functional Steps:
Includes both Technical and Functional Steps that are
completed by the consultant throughout the First Pass
process.
Many of the tasks are technical in nature and are part of the
installation of the program, ensuring patches are updated,
and modifying the existing data in the current version in
preparation for upgrading.
Specific Financial, Distribution, and Manufacturing steps
must be completed within the program for a successful
upgrade.
Page 8
Installation and First Pass
Customizations and Product Add ons:
Includes tasks associated with upgrading any customizations
to the software as any custom reports, workflows, or
requestors that need to be part of the upgrade.
Customizations are listed and tracked using the Upgrade
Customization List.
The installation, configuration, and migration of 3rd party
applications must be addressed as part of this phase. This is
completed in conjunction with the Installation and First Pass
phase, and must be completed before the Dry Run phase.
Page 9
Installation and First Pass
Customer Training and Setup:
The Training and Setup phase contains tasks associated with providing the
customer with training on the changes between their current version and the new
version along with specific setup requirements that must be completed in the new
version after the installation is completed.
If the customer has purchased any new add-ons as part of the upgrade, training
for those add-ons will also take place at this time.
Page 10
Installation and First Pass
Testing Test scripts are prepared for testing customizations, and upgraded
data.
The Unit Testing phase is specific to testing customizations as well
as any custom reports.
It is important that these customizations be tested to ensure they
are functioning correctly and displaying the correct information.
Key User Test the data upgraded to the new version as part of the
First Pass. This includes ensuring access is granted to the
appropriate users and the TEST folder as well as developing
specific scripts for testing critical areas.
The first milestone is reached on Configuration and Testing
Phase Sign-off.
Page 11
Dry Run Phase
The Dry Run Phase includes end user customer training, pre and
post-cutover tasks, specific activities such as creating the Vx Dry
Run folder, and testing on the newly created Dry Run folder.
The Dry Run Activities includes the creation of the Vx Dry Run
folder, the import of production data, folder validation and error
correction, copying of data to a DRYRUNVx folder, and the
completion of post-cutover tasks.
Prior to the sign-off of the Dry Run phase, a readiness assessment
will be completed to ensure all steps or the Dry Run phase have
been completed, issues have been discussed and resolutions
found, and testing is completed.
Page 12
GO Live and Post Go live phase
The Go Live Preparation Activities task includes a preparation
meeting, completing pre-cutover tasks, and a final extraction of
production data and upgrade.
Page 13
GO Live and Post Go live phase
Vx Prod. folder
and validation
Copy Data
from Dry Run
Folder to
Prod
Post Cutover
Tasks
Update user
folder and
deactivate old
version
Technical and Functional carried out for the Dry Run phase will be executed during the
Go Live phase as well.
Once all of the Go Live Activities tasks are completed, the customer is ready to use
Sage ERP X3 Vx as their new production environment.
The Go Live Activities task includes the creation of the Vx Production folder, the import of
production data, folder validation and error correction, copying of data setup from DRYRUNVx
folder to Production folder, and the completion of post-cutover tasks.
Page 14
Time Estimates
Below are typical time lines for a upgrade project
This time may increase depending on the complexity of the customizations in the old version,
number of third party integrations, and new add-ons
Project Task Days
Project Management 5 Days
Setup/Configuration 4 Days
Installation and Ist Pass 3 Days
Customer Difference Training 3 Days
Unit Test 5 Days
Dry Run Phase 3 Days
Go Live Cutover 3 Days
Production Support 5 Days
Total 31 Days
SAGE X3 Upgrade Planning
For more questions, please contact:
Abubakr Asif, BEng, MBA
www.pannimanagement.com
Thank you!
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