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Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster www.navug.com Upgrading NAV & How to Ensure a Smooth Transition to.

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Presentation on theme: "Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster www.navug.com Upgrading NAV & How to Ensure a Smooth Transition to."— Presentation transcript:

1 Where USERS Make the Difference! Peer to Peer | Greater Scale | More Voices | Faster Upgrading NAV & How to Ensure a Smooth Transition to the RTC Dynamics NAV Midwest Regional User Day May 9, 2012 Chad Williams & Jenny Hollingsworth ABC Computers, Inc.

2 Where USERS Make the Difference! Introduction  Jenny Hollingsworth – Application Consultant  Chad Williams – Development Manager  ABC Computers – In business for about 28 years – 3 locations in WI and 1 in South Bend, IN – Top Microsoft partner specializing in NAV – Over 70 customers throughout Midwest/US

3 Where USERS Make the Difference! Microsoft Dynamics NAV 2013  No more Classic Client  Role Tailored Client Only  Need to be using Microsoft SQL Server, not C/SIDE database If you want to stay current, what is the best path to get you there?

4 Where USERS Make the Difference! What Are Your Options?  Option 1: Go directly to the NAV2009 RTC or NAV2013  Option 2: – Go to NAV2009 Classic Client – Phased approach to get to NAV2009 RTC – Then upgrade to NAV 2013

5 Where USERS Make the Difference! Why Go to NAV2009 Classic First?  Less of a “SHOCK” to the users  Minimizes risk, you can control how much of RTC you start using and when – However, do NOT let Classic client become a crutch  Allows you as a customer to control the cost  More proactive approach

6 Where USERS Make the Difference! What is the Typical Upgrade Project Flow?  Planning Process – Conduct a Procedure Survey – Understand your business processes – Identify GAPS between old and new versions – Decision: Re-Implementation or Standard Upgrade  Development – Compare & Merge Process – Data Conversion  Test Deployment – Establish a test environment

7 Where USERS Make the Difference! What is the Typical Upgrade Project Flow?  ABC Computers Testing – Preliminary testing to catch frontline errors  Customer Training – Training on any new functionality being utilized  Customer Acceptance Testing – Create a test plan and use it – You know your system better than anyone – Taking full responsibility for testing ensures success

8 Where USERS Make the Difference! What is the Typical Upgrade Project Flow?  Deployment (Go-Live) – Scheduled during off business hours Typically over a weekend – Data conversion can be done remotely – Upgrade clients, server, and licenses – Application Consultant onsite, Developer on- call remotely

9 Where USERS Make the Difference! Next Step – Transition to RTC  Object Transformation – Dataports to XML ports – Forms to Pages – Classic Reports to RTC Reports  Training on RTC – Review and select User Roles – How to Navigate in the RTC – How to Customize in the RTC  Phased Approach by User/Department

10 Where USERS Make the Difference! Final Step – Upgrade to NAV2013  Repeat “Typical” Upgrade Process instead of a “Complex” Upgrade

11 Where USERS Make the Difference! How to Ensure a Successful Upgrade  Planning Upfront – Spend the time upfront, critical step  Communicate changes before they happen  Use a phased approach – Don’t do everything at once  Take ownership of NAV – TEST, TEST, TEST  Review Customizations – Don’t bring forward customizations no longer used

12 Where USERS Make the Difference! Ask the Audience  What have you learned during an upgrade?  What went wrong? What went right?  Were your goals reached?  Questions


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