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Upgrade Phase
The Upgrade phase allows you to improve your current Microsoft DynamicsTM NAV solution by moving up to the new and improved version of the application. New features and functionalities will be introduced with the new version. Training will be provided to prepare the End Users on how to use the upgraded version of the solution.
The phase starts with analysis and planning activities that are designed to gather enough information to determine the size and scope of the upgrade effort.
If the Upgrade Analysis activities identify that the upgrade will include reassessment of business processes and/or the addition of new modules, it is recommended to define a complete implementation project starting with the Diagnostic phase. If it will be a basic upgrade of existing software applications, the next step is to make a proposal to the customer for the work required to perform the upgrade.
The next set of activities relates to performing the actual software upgrade, upgrading data, and training Key Users who will be involved with testing and possibly assisting with the training of other users. These activities will be similar to other groups of activities throughout the rest of the methodology, depending on the actual circumstances.
If system and user acceptance test results do not meet pre-defined criteria, it becomes necessary to review the cause of failure and make appropriate adjustments to either the software or the data that were upgraded. When all testing has been successfully completed, the next step is to conduct End User training, followed by the actual go-live cut-over, similar to the Deployment phase. The final step is customer acceptance and signoff on the upgraded system.
After successful go-live, the customer moves into operation mode with the upgraded environment, taking advantage of the new features and functionality that come with the upgraded version. At this point the customer signs off on the completion of the Upgrade phase.
Actual upgrade tasks to be performed in this phase may vary to some extent, depending on the needs to be upgraded. This may include specific tools that need to be run, the upgrade process and the preparation that needs to happen before the upgrade.
