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Upgrade to Sitecore 9: Why, When, What and How(Encore session)


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Sitecore 9 has taken the center-stage of discussions since its launch at Symposium 2017. However for Sitecore users, the decision to upgrade involves a lot of moving parts, both from a strategy and technical perspective.

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Upgrade to Sitecore 9: Why, When, What and How(Encore session)

  1. 1. Upgrade to Sitecore 9: Why, What and How
  2. 2. LET’S TALK THE WHAT – Strategic & technical components THE HOW – The most efficient way to upgrade Q & As THE WHY - Under the hood of Sitecore 9
  3. 3. We are a global digital marketing and technology agency focused on customer engagement.
  4. 4. 4 • Sitecore Gold Partner, since 2003 • Over 200 Sitecore projects successfully delivered • 150+ trained Sitecore resources • 6 Sitecore MVP’s • Reusable Sitecore connectors built to extend the ecosystem • Industry accelerators and reusable frameworks SITECORE SPECIALISTS AN INCH WIDE, A MILE DEEP
  6. 6. CX drives revenue. CX leaders’ average revenue outgrows laggards by more than double digits. 89% of businesses now expect to compete mostly on the basis of customer experience.89% Now to be truly competitive your company must become customer obsessed, which means you need to have deep knowledge of, and engagement with your customers. 6
  7. 7. Be Relevant or Lose Customers There is no middle ground. 70% of business buyers says it’s absolutely critical for companies to provide a personalized experience. 74% of business buyers conduct more than half of their research online before making an offline purchase. 75% of B2B buyers would purchase again from suppliers that offered omni-channel capabilities.
  8. 8. The Sitecore 9 Singularity CMS + EXM/MAP + xConnect
  9. 9. COLD LEAD WARM LEAD HOT LEAD Read Testimonial Download Whitepaper Access Gated Content Subscribe Newsletter Quote Calculator Top of Funnel Nurture Middle of Funnel Bottom of Funnel Watching Brief Influence MQL Marketing Automation/EXM Sitecore Engagement Value xDB/xConnect/BI Contact Sales DRIVE LEADS CONVERT LEADS MANAGE LEADS Connected Connected
  10. 10. Sitecore xConnect™ Integrate 3rd party customer data systems to/from xDB • Set of APIs and services to integrate data from 3rd party systems • Easy extract or stream using the OData industry standard • Model definition and deployment to a centralized configuration server. • Push and pull operations on contacts and interactions. • Automatic indexing of any contact, facet, interaction, or event • Operates across all Sitecore Experience deployment options • Sitecore Connect™ for Microsoft Dynamics 365 • Sitecore Connect™ for Salesforce CRM
  11. 11. Sitecore Email Tailor precision email marketing informed by the customer’s entire cross-channel experience Harness the insight of the entire customer journey, beginning with email open and click-through to website behavior and engagement, to goals and conversions Test every single component of a campaign to establish and optimize customer engagement A/B test, etc. 11
  12. 12. Sitecore Marketing Automation Enroll and evaluate in session and in real time Make decisions based on any data point, behaviour or time Perform visible and backstage marketing actions True omnichannel orchestration 12 Automate repeated activities to free up time Needs Image Duplicated icons
  13. 13. Sitecore Forms – R.I.P. WFFM Forms that are reusable, and re-skinnable so can be made available across sites and devices Designed for marketers, enables easy Drag and Drop of fields onto the canvas to design for sites and devices Forms data helps to surface when your prospect starts looking like a customer Have a single view of your customers 13 Collect data of the highest quality at the right time and in the right context
  14. 14. Sitecore Cortex™ Combine advanced machine learning algorithms and an innovative machine learning engine to deliver real-time insights across both native and 3rd party customer data. •Decision tree learning - Sitecore Path Analyzer •Generic Algorithms learning •Personalization - measure outcome effect. •Cluster Analysis and Similarity Learning •Pattern Matching •Optimization (AB and Multivariate testing) Sitecore Cortex™ Dedicated engine for processing Sitecore ML algorithms at scale Segment/Audience Discovery Attribution Analysis Automated Personalization Send time optimization Other ML Processors
  15. 15. The Sitecore 9 Singularity
  16. 16. 17 2Week Outcome 60% Increase in Sales 40,000 New EDM Names 37K Completed Surveys 1.25 Million Facebook Hits 1.75 Million FacebookVotes More Likes than Major Banks
  17. 17. #SitecoreSYM Flying Blind Quick Business Wins 1:1 Marketing Revenue Engine Roadmap Engagement Analytics Easy Personalization Real Time Profiling AB Testing xDB Enabled CMS Updates Traffic Analytics Spray and Pray Ad Hoc Social Landing Pages CRM MAP SXC Core Contact DataCustomer Behavior Funnel Stage and Lead Score
  19. 19. 20 SITECOREINSTALLATIONS • Developer Workstations • Development Server • QA • UAT/Staging • Production CMS • Production CD • Prod Licenses • Non Prod Licenses • Temp Licenses during upgrade process
  20. 20. 21 SITECOREDEPENDENCIES • Sitecore Modules • WFFM • GeoIP Location Service • Marketplace Modules • Are they compatible with the version you are upgrading to? • Other third party components • Clay Tablet Upgrade • .NET framework (Microsoft Identity changes) • Marketo • Demandbase • Site Search
  21. 21. 22 SITECORECONFIGURATION • Document non-Sitecore web.config changes • Custom Setting sections • WCF Endpoint definitions etc. • Patch in Sitecore Configuration Changes • Ensure that the patching places your configuration where it needs to be in the new version • Show config file comes very handy (/sitecore/admin/showconfig.aspx)
  22. 22. 23 PERFORMANCE • Take Baseline metrics • Response time for top pages • CPU • Memory • Validate the Current Hardware meets the Sitecore 9.0 specification • Validate the Current Software (like Windows, SQL server etc.) meets the Sitecore 9.0 specification
  23. 23. 24 GO LIVE • Final Database Upgrade Timing • Content Freeze • Code/Config Deployment • Rollback
  25. 25. 26 COMPONENTSOF SITECOREUPGRADE • Database • Configuration • New Sitecore Files • DLL’s • /sitecore directory • Code Updates • Experience Platform • Processing • Session State • MongoDB Analytics
  26. 26. 27 LOCALUPGRADE • On a developer workstation or sandbox environment • Practice Upgrade Steps • Work with Sitecore Support on any errors • Use vanilla CM instances • Remove customizations – especially pipelines • Upgrade modules along with Sitecore versions • Document steps and problems • Upgraded database can now be used for developer changes • Re-enable customizations and test • Make necessary code changes
  27. 27. 28 RECOMMENDATIONS • Upgrade the databases using out-of-the-box Sitecore instances • Sitecore files and configuration should come from the Sitecore installer • Custom config should be patched in! • Don’t try to follow the pages of config changes – very error prone • Remember to remove Sitecore support files you might have • Typically these are hotfixes for a particular known issue • Remember to test both content management and content delivery • Don’t forget to review log files, both during the upgrade and after
  28. 28. 29 TIPS & TRICKS • Upgrade Sitecore regularly • I recommend at least once every 12-18 months • Planning is key for success • Engage a partner for help • Sitecore partners do upgrades all the time! • Practice helps – often based on content freeze and time it takes to upgrade, you will need to do the process several times • Engage Sitecore Support for issues you can’t google • Don’t use IE to run the upgrade • Modify the web.config/sitecore.config to increase timeouts
  30. 30. 31 Upgrade is a stepping-stone, NOT the destination
  31. 31. KEY PHASES OF AN UPGRADE 32 Pre-upgrade planning & risk- assessment Upgrade execution & testing Ecosystem upgrade and growth plan
  32. 32. 33 RISKAREAS NOT TO BE IGNORED • Deprecated assemblies/Custom Pipelines • Difference between CM and CD instance • Third party integrations • Additional modules (WFFM, EXM, Commerce, xDB (esp. MongoDB) etc.) • Search (Sitecore 9 doesn’t support Lucene) • Content Freeze availability
  33. 33. 34 CONFUSION CREATORS • Step-wise approach Vs. Direct jump • Non-responsive to Responsive • MVC to Helix
  36. 36. APPROACH OPTIONS - TOOLS 37 Manual Sitecore Express Migration edynamic Auto vUpgrade
  37. 37. EDYNAMIC SITECOREAUTO-vUPGRADE 38 More than 20 successful upgrades delivered using Auto-vUpgrade
  38. 38. 39 Georgia-Pacific LLC is one of the world's leading manufacturers & distributors of pulp, paper, tissue, toilet and paper towel dispensers and related chemicals. G-P struggled for over past 4 months to upgrade multiple sites from Sitecore 6.6 to the latest version. Objectives • edynamic was hired by G-P to rescue its upgrade project after undergoing delays for months by the incumbent vendor. • Using our upgrade utility tool edynamic upgraded 13 sites from Sitecore 6.6 to Sitecore 8.1 within a record time of 1.5 weeks. • Test results showed minimal errors which were easily fixed after the upgrade. • All existing integrations remained intact. Outcomes Upgrade of 13 sites from Sitecore 6.6 to 8.1 within 1.5 weeks
  39. 39. 40 Hexagon AB is a global technology group headquartered in Sweden. The Group employs about 18,000 people in 50 countries. Hexagon uses multiple Sitecore instances and has built its sites using a common core-framework. Hexagon always stays ahead of the tech curve and decided to upgrade all of its sites to the latest version 9.0 (Update 1) for ensuring best in class customer experience, as well as better usability for the marketing team apart from other reasons. Objectives • edynamic was chosen as the partner of choice for the upgrade project owing to Hexagon’s complex environment. • Auto-vUpgrade tool upgraded all the Sitecore instances within fraction of time compared to manual approach. • Areas such as Search (Lucene migration) and xDB migration had to be manually handled. • Upgrade from WFFM to the new Sitecore forms. Outcomes Upgrade of 21 sites from Sitecore 8.1 to 9.0.1
  41. 41. #SitecoreSYM Questions