8 survival steps for a successful erp upgrade · pdf file8 survival steps for a successful erp...

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www.origsoft.com | © Original Software 1 www.origsoft.com | © Original Software

8 Survival Steps for a

Successful ERP Upgrade

Your Guide to a Robust Quality Assurance Process

for an Oracle or SAP Upgrade

John Miner and Maria Martin

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Vote in this Quick Poll What is your company’s current situation?

Already upgraded

Discontinued Use

Planning to upgrade

Not upgrading and do not have 3rd party support

Not upgrading and have 3rd party support

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Preparation

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Preparation

What do you see as the

biggest challenge in an

ERP upgrade?

Top Challenges

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Evaluation

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Evaluation

Documentation review

Create a watertight business case

Ensure buy in from management

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Planning

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How well documented are your business processes?

Poorly

Some documentation, likely out of date

Customizations documented, little else

Well documented

Vote in this Quick Poll

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Planning

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Technical Upgrade

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Technical Upgrade

Check if architecture change is required

Calculate hardware sizing requirements

Document lessons learned in the practice upgrade

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Business Validation

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Business Validation

Ensure all processes are used in

test cycle

Get functional user buy in

Collect proof-of-testing for audit purposes

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How many Business Users do you expect to involve in

Testing & Validation?

Less than 10

10 to 30

31 to 50

50 to 70

Over 70

Vote in this Quick Poll

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Adoption

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Adoption

Ensure all users are aware of new

functionality

Re-purpose tests recorded by

business users to produce

documentation and videos

Ensure correct timing for training

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Go-Live

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Post-Live Support

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Post-Live Support

Early and easy capture of issues

Proactive response to users

Clear issue logging/processing

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Total Project Savings

Eliminate risk

Meet business /project

deadlines

Reduce cost by 30%

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Thank you for listening It’s Q & A time….

Please post your questions via the

question panel

origsoft.com/contact | UK +44 (0)1256 338666 | USA +1 630 321 0092 | solutions@origsoft.com

If you would like to receive our 8 Step ERP

Upgrade Best Practice infographic visit:

origsoft.com/8-steps-erp

www.origsoft.com | © Original Software 23 www.origsoft.com | © Original Software

Did You Know… You can access great video content that

shows you how our solutions are

challenging the status quo and can be

used by non-technical users.

origsoft.com/contact | UK +44 (0)1256 338666 | USA +1 630 321 0092 | solutions@origsoft.com

Visit: origsoft.com/quality-assurance-videos

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