Migration to the New BI360

Transcription

1 Migration to the New BI360 v1

2 Agenda Stephanie Gamber VP Professional Services Peter Forsberg Senior Manager QA & Technical Support Estimating and Preparing for Migrations Migration to BI360 Cloud & Private Host

3 Estimating & Preparing for Migrations v1

4 Goals & Objectives GOAL: Develop a deeper understanding of BI360 Cloud and Private Host and the benefits of upgrading. OBJECTIVES: Why? When? Who? How?

5 Why Migrate? Top 5 Reasons to Migrate 1. Engineered for Cloud platform of the future. 2. Works on any web browser HTML Web Portal driven easy template & application management. 4. Internet enabled no need for remote desktop software. 5. More options to load your data API, Gateway & Connectors.

6 When are Customers Upgrading? Undecided 26% 6 Months 31% 1-2 Years 9% 12 Months 34%

7 BI360 Private Host vs Cloud Choosing the Right Version Questions to ask: BI BI360 Cloud Company s Cloud Strategy? Responsibility for Installation, Maintenance, Upgrades, Backups? Is Live ERP Reporting Required? Complex Integrations and Multiple Data Sources? Customer Prefers BI360 is Privately Hosted with ERP? Private Host Customer IT (with Assistance) Live ERP and DW Reporting No Change/Same On-Premise/Private Cloud Cloud Focused Strategy Solver Only DW reporting Redesign with Gateway/Connectors Not Available

8 Assessment Migration Process Starting the Migration Process. Proposal Schedule Homework Migrate

9 Interactive Evaluation (Fit) Migration Process Starting the Migration Process - Near Future Online Assessment & Estimate. Proposal Schedule Homework Migrate

10 Sample Migrations

11 . Sample Migration Customer Profile A s s e s s m e n t E - C o m m e r c e C l o u d S t r a t e g y H a p p y w i t h M o d e l M o d e r a t e I n t e r n a l E x p e r t i s e 25 Data Warehouse Reports 1 5 W e b B u d g e t i n g F o r m s 3 M o d u l e s ( G L, A / P, A / R ) R e s u l t s M i g r a t e a s - is T r a i n i n g / w o r k s h o p ( n e w ) S e t - u p a n d M i g r a t i o n I n t e g r a t i o n S u p p o r t E s t i m a t e : H o u r s

12 . Sample Migration Customer Profile A s s e s s m e n t A u t o m o t i v e / E n e r g y S t o r a g e P r i v a t e H o s t H a p p y w i t h M o d e l E x t e n s i v e I n t e r n a l E x p e r t i s e 17 Data Warehouse Reports 1 2 W e b B u d g e t i n g F o r m s 3 M o d u l e s ( G L, A / R, P a y r o l l ) R e s u l t s M i g r a t e a s - is T r a i n i n g / w o r k s h o p ( n e w ) S e t - u p a n d M i g r a t i o n S u p p o r t E s t i m a t e : H o u r s

13 . Sample Migration Customer Profile A s s e s s m e n t Te c h n o l o g y C l o u d S t r a t e g y W a n t s t o T h i n k D i f f e r e n t S o l v e r / P a r t n e r L e d 40 Data Warehouse Reports 1 5 E x c e l B u d g e t i n g F o r m s 7 M o d u l e s ( G L, O p e r a t i o n a l ) R e s u l t s F u l l A s s e s s m e n t R e p o r t s, F o r m s, D a t a I n s t a l l a t i o n S u p p o r t E s t i m a t e : T B D W e e k s

14 Migration to BI360 Cloud & Private Host v1

15 Why Migrate? Top 5 Additional Benefits to BI360 Cloud 1. Company initiatives to go with Cloud solutions. 2. Let Solver manage the BI360 infrastructure & related services. 3. Immediate access to the latest features. 4. Immediate access to the latest beta features. 5. Future development to include usage of Cloud specific technologies

16 Interactive Evaluation (Fit) Migration Process Starting the Migration Process - Near Future Online Assessment & Estimate. Proposal Schedule Homework Database Upgrade Migrate

17 Sample Migration Upgrade Timelines. P r e - U p g r a d e T a s k s C o m p l e t e M i g r a t i o n Q u e s t i o n n a i r e R e v i e w F e a t u r e C o m p a r i s o n D o c E s t i m a t e : 1 W e e k

18 Sample Migration Upgrade Timelines. P u r c h a s e a n d U p g r a d e P r o v i d e d a t a b a s e t o S o l v e r f o r u p g r a d e a n d t e n a n t c r e a t i o n E s t i m a t e : 1 W e e k

19 Sample Migration Upgrade Timelines. M i g r a t e R e c o n f i g u r e a p p l i c a t i o n a c c e s s U p l o a d R e p o r t s B u i l d I n t e g r a t i o n T r a i n a c a d e m y. s o l v e r t r a i n i n g. c o m E x p a n d i m p l e m e n t a t i o n E s t i m a t e : W e e k s

20 Next Steps Solver s goal with BI360 is to enable world-class decisions (top 1% in your industry) for your organization QUESTIONS? SOLVER ACADEMY A new elearning experience always there when you need it NEXT STEPS Contact us at upgrade@solverglobal.com or contact your BI360 partner