SalesLogix: Migrating from LAN to Web

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  • 1. SalesLogix Breakthrough Webinar Series Migrating LAN to Web October 20, 2011 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 2. Presenters: Marketing Manager Manager, Professional Services Sr. Software Engineer October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 3. 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 4. What is the Web Client: Same Database –Different Front End October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 5. • 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 6. 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 7. Sdata at work within the SLX Web Client October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 8. Sdata at work outside of SLX October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 9. Key information as we begin to plan a migrationroad 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 10. Architecture October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 11. 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 12. 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 October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 13. The Path to Migration SuccessRegardless of the Migration Strategy selected,the migration path is largely the same: Enable EndAssess the Conduct Prepare for Migrate the Users to use current thorough Migration Solution the new Solution testing technology October 20, 2011 | Copyright © 2011 Infinity Info Systems
  • 14. Infinity Info SystemsQUESTIONSFor more information contact:Kathleen Ferrie at kferrie@infinityinfo.com October 20, 2011 | Copyright © 2011 Infinity Info Systems