Deltek Insight 2010: 7 Phases of Upgrading to Cobra 5.0

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Deltek Insight 2010: 7 Phases of Upgrading to Cobra 5.0

  1. 1. EPM-206 7 Phases ofUpgrading to Cobra 5.0Delivered by:Robb WebsterRobert.Webster@gdc4s.com 1
  2. 2. AssessRule: Educate Yourself• Do we need to upgrade• What is the upside to upgrading or not• What are the alternatives• What are the costs to upgrade/not to upgrade• Pitfalls – Not assessing – Believing a sales pitchCopyright © 2010 Deltek, Inc. 2
  3. 3. MigrateRule: Talk, Listen, and Coordinate• Make it an event, involve everybody• Very detailed and coordinated• Sustain the excitement• Pitfalls – Poor communication – Not enough detailCopyright © 2010 Deltek, Inc. 3
  4. 4. PlanRule: Allow Yourself to Achieve• Break down plan into phases• Clear defined goals for every phase• Role definition• Pitfalls – Taking on too much/being too ambitious – Not creating momentum with success – Being too linearCopyright © 2010 Deltek, Inc. 4
  5. 5. TestRule: Documentation Begins Here• Create test scripts• Small very focused groups• Start creating documentation• Add something• Pitfalls – Too many people – Not enough test programs – Leaving documentation until the endCopyright © 2010 Deltek, Inc. 5
  6. 6. FamiliarizeRule: Get Everybody Involved• Often called User Acceptance Testing• Involve entire user community• Build ownership and confidence• Use test scripts• Make it gradual• Start to build excitement• Pitfalls – Skipping this step – Overwhelming users by moving too quicklyCopyright © 2010 Deltek, Inc. 6
  7. 7. TrainRule: Be Flexible yet Detailed• Who should we train• What should be the content• All answers come from Quality Assurance and User Acceptance phases• Further build excitement• Pitfalls – Defining training too early in the process – Starting users “cold” – Making training too vanillaCopyright © 2010 Deltek, Inc. 7
  8. 8. GrowRule: Now Benefit from the Upgrade• Just the beginning• All users have the same foundation• Initiatives can be ambitious• Next phase: Assess• Pitfalls – Losing momentumCopyright © 2010 Deltek, Inc. 8

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