Staying up-to-date with software features, fixes, and versions help to ensure that your organization mitigates risk and extracts as much value as possible from it’s investment in CCM solutions. Nonetheless, planning for these events can be very time-consuming and stressful for all parties involved. Whether you’re simply upgrading an existing implementation or looking to migrate to ExStream, Inspire, Documaker, Smart Communications, or another CCM solution, our experienced team can provide critical guidance and assistance necessary to ensure that your system upgrade or migration avoids critical pitfalls and is successfully achieved on-time and under budget.
Why upgrade or convert – obvious reasons
Newer versions or platforms often have updated functionality & technology that aligns better with changing and demanding business needs. Older product versions or legacy platforms typically lack features that are an absolute requirement for a business to remain competitive in a digital world.
Mergers & Acquisitions
Mergers & acquisitions often serve as a catalyst for systems upgrades or migrations to a homogeneous platform across the enterprise. There are organizations running and supporting multiple systems, which can be expensive and difficult to maintain and support.
Why upgrade or convert – not so obvious reasons
Lack of Support
Applications that have reached end-of-life pose an underappreciated risk. Any production outages often have zero vendor support, leaving the business in the precarious position of hoping they can fix the problem without any formal assistance.
Natural staff turnover creates an underlying risk and departing personnel take knowledge of legacy systems that cannot be easily replaced with the hiring of new staff who are unfamiliar with these older applications.
Older CCM applications have dependencies upon affiliated systems for various functions such as storage and integration and often do not support upgraded versions of these systems, forcing the business to hold back upgrades.
Legacy solutions often have hidden underlying costs. Significant savings can be realized by upgrading to newer platforms that can eliminate custom code and require less retrofitting and manual maintenance.
Where to start
Start by establishing clear priorities, goals, and objectives to be accomplished with the system upgrade or migration.
Identify and engage an internal resource who is willing to sponsor and champion the effort.
Engage Subject Matter Experts
Source and engage key subject matter experts who have the capability and vision to work with the project team to achieve the established objectives.
Work toward a “quick win” by performing a small project designed to prove to the business/sponsor that the established goals and objectives can be met successfully.
What you need to know
Identification and establishment of data standards is a critical component to any upgrade or migration. Newer systems may benefit from different formats & layouts, so it’s very important make Data a key priority.
Determine what business intelligence should be moved forward and establish a roadmap if undergoing a migration. Identify which logic/rules belong in a publishing platform and which best reside upstream.
Newer systems usually accommodate more stream-lined or loosely-coupled integration mechanisms. Identify current integration processes and determine which can or should be improved.
Determine the complete technology stack required by the target CCM platform and ensure that your organization is prepared to support and maintain all applicable system pre-requisites.
Identify post-print operational requirements: print-operations, finishing equipment specifications, print-outsourcing requirements, including any print-stream conditions mandated by finishing equipment.
Identify any downstream integration requirements: e-Signature integration, DMS integration, imaging system integration. Also be sure to identify any electronic distribution requirements (email, SMS, etc).