My software vendors said it's time for an upgrade. What should I do to prepare?
Upgrades are a great opportunity to review your software, customizations, and business processes, as well as to plan for any adjustments. If you're going to make changes to the software, make sure the upgrade supports (or improves) existing processes. Coordinate changes with your vendor.
You may find that it's easier to make changes as part of an upgrade. You might choose to upgrade then fine tune the application.
Here's a short checklist that may help as you embark on the upgrade adventure!
DelCor’s Software Upgrade Checklist
Create an upgrade plan (this is a project!)
Identify staff members who will be part of the upgrade team
Draft an upgrade schedule
Reserve a conference room or space where staff can test the upgrade
Develop a process to share questions or failures
Discuss the upgrade process with your vendor
Do any of the features impact high-volume or high-risk processes at your association?
Has any custom functionality been replaced by baseline features?
Review new features and changes to the product
Review test plans from past upgrades or the implementation