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Planning and Preparing for Upgrade Success

Planning and Preparing for Upgrade Success. Why Upgrade?. To take advantage of new functionality and gain greater efficiency or competitive advantage!

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Planning and Preparing for Upgrade Success

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  1. Planning and Preparing for Upgrade Success

  2. Why Upgrade? To take advantage of new functionality and gain greater efficiency or competitive advantage! The upgrade promised to deliver a number of features that we thought would be effective in controlling costs and facilitating time management...Some of the capabilities that we gained made it possible to decrease the days-of-sales-outstanding by about 7 to 10 days. -Garland Hutson, Priefert Logistics

  3. Critical Success Factors We Want to Help You Understand Today • How to build a strong project team to ensure success • How to train for success • How to practice to make "Go Live" a success!

  4. 7 Steps to a Successful Upgrade Step 1: Build a strong project team to ensure the success of your upgrade. Critical Success Factors: • Designate a team leader • Make sure each department is represented • Keep communication open!

  5. 7 Steps to a Successful Upgrade Step 2: The Project Kickoff Call Meeting Make the most of the kickoff call: • Include team members from operations, accounting and IT on the kickoff call • Make sure the upgrade training and "Go Live" dates don't conflict with vacations and holidays. • Your IT guy should talk to McLeod's IT guy to verify hardware details and connections.

  6. 7 Steps to a Successful Upgrade Step 3: Install Development and Training Instance “Development” is where you: • Train on new software features • Test any ported or new modifications • Practice, practice, practice!

  7. 7 Steps to a Successful Upgrade Step 4: Initial Training and User Training CritialSuccess Factors: • Train users from operations and accounting • Work with your McLeod Implementation Specialist to tailor the training agenda to your needs. • Add positive reinforcement during training - more cheerleading!

  8. 7 Steps to a Successful Upgrade Step 5: Practice, Test, Motivate Slice off a “piece of the pie.” • Test multiple billing and settlement scenarios. • Test your modifications. Then test them again. • Motivate - keep employees practicing consistently through "Go Live".

  9. 7 Steps to a Successful Upgrade Step 6: “Go Live” Preparation Work with your Project Manager on a detailed cutover plan - a detailed timeline for the events leading up to "Go Live".

  10. 7 Steps to a Successful Upgrade Step 7: “Go Live” – The Big Day! • Have a McLeod trainer on site to answer questions and assist with use of new features. • Pat yourself on the back. Success! Put simply, the upgrade has improved out bottom line. We have visibility into our operations that was previously not available. This allows us to make intelligent decisions in ways that we couldn't before the upgrade...” -Garland Hutson, Priefert Logistics

  11. Let Us Help You Get Ready for an Upgrade! • Check out the brochure “Seven Steps to an Upgrade” on your Ideapad. • Give us a call, let’s talk about it and get all your questions answered. Above all, don’t put it off, there is value waiting for you to capture it, let’s get you on the latest release!

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