Presentation by Diana Budreau on February 5th, 2016. With the fast innovative pace of today’s technology, you are likely to upgrade you Altus Dynamics solution every 2 to 3 years. View this presentation to determine the right timing, the right plan for going forward, and what upgrade option will work best for your organization. Both the Evergreen upgrade plan and the traditional upgrade method will be covered.

1. ALTUS ALLIANCE 2016
How to plan a “Pain
Free” upgrade

2. Your Presenter
•Diana Budreau
• Client Success Director
• Specialties

3. NAV versions – a review
• NAV 4 – released 2004
• NAV 4 SP1 – released 2005
• NAV 4 SP2 – released early 2006
• NAV 4 SP3 – released late 2006
• NAV 5 – released 2007
• NAV 5 SP1 – released 2008
• NAV 2009 (6) – released 2009
• NAV 2009 SP1 – released late 2009
• NAV 2009 R2 (RTC) – released 2011
• NAV 2013 (RTC) – released 2013
• NAV 2013 R2 (RTC) – released 2014
• NAV 2015 – released Feb 2015
• NAV 2016 – releasing shortly

4. NAVToday

6. Today we will chat about
• Why Upgrade, the facts
• Implications of not upgrading
• Are upgrades Painful?
• Pre Upgrade:
• How to plan, Options
• Tips to roll out to the team
• During Upgrade:
• Change Management
• Communications
• Post Upgrade:
• Don’t stop just because you are live

7. Everyone needs to upgrade
• Microsoft and Altus release regularly
• The Good: New releases = new
functionality
• The Bad: Neglecting to upgrade =
more painful upgrade
• The Ugly: Delay too long = Change
management issues and more cost

8. The Upgrade Facts
• Releases continue to introduce significant
new technology breakthroughs
• Do things better and do it faster approach
• Use Standard product, gone are the days of
customizations
• Access anywhere on any device
• Newer releases reduce vulnerability
• Consistent, frequent upgrades are less costly
• Older versions become unsupported
• Older versions begin to have technological
issues
• Clients want

10. Be an Industry Leader
• 53% of Leading SMEs are on the latest
release of their ERP software
• 2.9x more likely to be able to share and
integrate data with extended
organization
• 16% more likely to utilize best practices
• 58% more likely to access the solution via
a mobile device
• 63% better able to access reports via a
self serve method
• 58% easier to tailor the solution to
business change
“The Fear of Being Left Out: What’s Your ERP Upgrade Strategy?”
http://services.aberdeen.com/e/72572/KB-11576/3ftb6b/104427799

11. Will your organization benefit from:
• Process improvement - workflow
• Better reporting - KPI’s
• Self Service
• Added functionality - OCR
• More modern, usable and more flexible
• More effective, efficient staff
• More collaboration
• Mobile Access
• Social Interactions
• Cloud – save costs?

12. What are the implications of not upgrading?
• Security Risk
• Lower performance, outdated product
• Lack of improved technology
• Loss of Social interaction
• Regulatory compliance may not be met or
automated
• Missed opportunity for growth
• Missed cost savings
• Less collaboration, less team effectiveness

13. What holds the client back from an upgrade?
• They do not see the ROI
• Staff is being resistant to change
• Senior staff are retiring
• “It’s just an accounting solution”
• Memories of the first implementation
• Poor user adoption
• Budget
• “Who has time”
• No one seems to want to do this

14. Lifecycle Timeline:
We support the version for 1 year after Microsoft
Version
MBS Support Lifecycle
End Date
Altus Support
Lifecycle End Date
V4 1/12/2010 10/1/2015
V5 4/10/2012 10/1/2015
2009 Classic 1/13/2015 7/1/2016
2009 RTC 1/13/2015 1/1/2017
2013 1/9/2018 1/1/2019
2013 R2 1/9/2018 1/1/2019
2015 1/20/2020 1/1/2021
2016 1/20/2021 1/1/2022

15. 2009 R2 or older?
You should be planning your upgrade now and
I’m glad you joined me today.
You need to upgrade by January 2019, let’s
review a realistic timeline this year
You qualify for upgrades – let’s chat
2013?
2013 R2 or newer?

16. Why might an upgrade be painful?
Painful!
Time
consuming
Expensive
Learning
curve
Limited
resources PLAN!!

17. Why Plan? • Proper planning will capture important
considerations
• Process Improvement
• New product requirements
• Will you go Cloud – Can you?
• Allows adequate time to ensure everything
is reviewed
• Infrastructure
• 3rd Party products
• Customizations
• Budget considerations
• When/How can you fit a project into your budget
• Phased Approach
• Solution benefits (Business Case)

18. For your team - Proper Planning will:
• Allow your team to understand the ROI
• Increase the utilization and adoption of
the new release and new features
• Allow the chance for process improvement
• Ensure the new release will be the right fit
for everyone
• Generate excitement and a willingness to
help make the upgrade successful
• Reduces Change Management risk

19. Pre-Upgrade - we help you plan:
Solution Improvement Strategies, Complimentary:
• Unleash your potential – client/product road-mapping
• Consultant Review
• Report on features, product and notes on findings
• Estimates (high-level) on add on’s and services
• Demonstrations
Formal Planning, Paid Service:
• Upgrade Diagnostic
• Customization / Integration Estimates
• More in-depth analysis

20. During the Upgrade:
Change Management:
• Recognize that your team will have some change issues
• Read and learn about change management and become a leader
• Here are some tips:
• Prepare for Change (strategy, create a team, have a plan)
• Ensure there is a clear sponsor supporting change (leadership involvement)
• Consider a change control committee
• Ensure everyone knows their role and responsibilities
• What is the process if something goes wrong
• Communicate regularly
• Encourage regularly
• Celebrate regularly

21. During the Upgrade
Tips to help with the project
• Communicate with your PM
• Listen carefully and learn
• Provide the team the time they need
• Consider hiring temporary help
• Do not book other significant projects at the same time
• Work around blackout times
• Test, test some more and test again
• Think outside the box

22. After the Upgrade:
What's Next?
• Don’t stop
• Re-assess the successes
• Review what was missed
• Review what you learned (especially things you parked!)
• Plan for your organizations upgrade cycle with all stakeholders

23. Already NAV 2013 R2 or later?
• You are eligible!

24. Upgrade Options
Option 1: Option 2:
Your Choice Timing
Faster Return on Investment
Enjoy the newest features and
make jobs more effective.
It’s built into your budget
Easier Change Management
Return on Investment is in your
control
Choose timing that works, based
on workload and budget.
Requires more planning due to
unknown timeline

25. Evergreen Plan – What you get
• Installation TEST and PROD
• Data upgrade for the Test environment
• Data upgrade for the Production / Go-Live
• Diagnostic of your customizations
• Training, what’s new since your release
• User Acceptance Testing assistance
• Go-Live assistance
• Project Management

26. Diamond Support Plan
• Unlimited support calls on issues relating to the Altus
Solution (NAV, Jet, Web Apps, etc.)
• Access to all new version releases of the Altus
Dynamics Software as and when generally released by
Altus Dynamics to its customers
• Hotfixes (Severity 1, 2, and 3) for the Altus Dynamics
Software and Altus-developed Customizations for a
period of 24 months from the version release date
• Access to all new Third Party Software as and when
generally released by the third party vendors
• Two Free passes to Altus Alliance, Altus Dynamics’
annual conference

27. Diamond Support Plan
• Access to eLearning webinars
• Complimentary on-line training, self-paced
• Two hours of free support towards fixes of problems
caused by end-user (during standard Altus helpdesk hours
only)
• Annual road-map planning
• No additional costs for after-hours support
• Employee Web Apps redeployment training
• Object Deployment and Management training
• Up to 4 hours of General Training / Assistance annually
(managed remotely)
• Annual Infrastructure Health check - SQL and
Infrastructure Analysis (managed remotely)

28. Other Considerations
• Cloud – Where does your organization
plan to go with cloud?
• Office 365 (O365) offering
• Power BI
• CRM implementation
• Improve the team’s training
• Implement more of the tools you
already own
• Improve the GL, improve reporting

29. What should you do?
• Be aware of the dates, ensure your IT is
aware
• Continue to use your solution as you are
today, start to plan your upgrade
• Continue to pay your annual fee
• Continue to have Altus provide your day-
to-day support
• Be aware of what new releases will do for
your organization, watch webcasts, attend
events like Alliance

30. Version Comparison Tool
http://www.microsoft.com/dynamics/upgrade-compare/nav/default.html

31. ALTUS ALLIANCE 2016
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32. ALTUS ALLIANCE 2016
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33. ALTUS ALLIANCE 2016
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34. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics