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Migration to the New BI360
v 1
Agenda
Peter ForsbergSenior Manager QA & Technical Support
Estimating and Preparing for Migrations
Migration to BI360 Cloud & Private Host
Stephanie GamberVP Professional Services
Estimating & Preparing for Migrations
v 1
Goals & Objectives
Why? When?
How?Who?
GOAL: Develop a deeper understanding of BI360 Cloud and Private Host and the benefits of upgrading.
OBJECTIVES:
Why Migrate?Top 5 Reasons to Migrate
1. Engineered for Cloud – ‘platform of the future’.
2. Works on any web browser – HTML 5.
3. 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 Months31%
12 Months34%
1-2 Years9%
Undecided26%
When are Customers Upgrading?
BI360 Private Host vs CloudChoosing the Right Version
Questions to ask: BI360 5.0 BI360 Cloud
Company’s Cloud Strategy? Private HostCloud Focused
Strategy
Responsibility for Installation, Maintenance, Upgrades,
Backups?
Customer IT (with
Assistance) Solver
Is Live ERP Reporting Required?Live ERP and DW
ReportingOnly DW reporting
Complex Integrations and Multiple Data Sources? No Change/SameRedesign with
Gateway/Connectors
Customer Prefers BI360 is Privately Hosted with ERP?On-Premise/Private
CloudNot Available
Migration ProcessStarting the Migration Process
.
Assessment
Proposal
Schedule
Homework
Migrate
Migration ProcessStarting the Migration Process - Near Future
.
Migrate
Homework
Schedule
Proposal
Online Assessment & Estimate
Interactive Evaluation (Fit)
Sample Migrations
Sample Migration
.
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 2 5 D a t a W a r e h o u s e R e p o r t s 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 - i s ” 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 : 3 0 - 5 0 H o u r s
Customer Profile
Sample Migration
.
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 1 7 D a t a W a r e h o u s e R e p o r t s 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 - i s 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 : 1 5 - 2 5 H o u r s
Customer Profile
Sample Migration
.
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 4 0 D a t a W a r e h o u s e R e p o r t s 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 4 - 1 0 W e e k s
Customer Profile
Migration to BI360 Cloud & Private Host
v 1
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
Migration ProcessStarting the Migration Process - Near Future
.
Migrate
Database Upgrade
Homework
Schedule
Proposal
Online Assessment & Estimate
Interactive Evaluation (Fit)
Sample Migration
.P r e - U p g r a d e Ta 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
Upgrade Timelines
Sample Migration
.
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
Upgrade Timelines
Sample Migration
.
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 : 4 - 1 0 W e e k s
Upgrade Timelines
Next Steps
Solver’s goal with
BI360 is to enable
world-class decisions
(top 1% in your
industry) for your
organization
A new eLearning experience…always there when you need it
QUESTIONS?
SOLVER ACADEMY
NEXT STEPSContact us at [email protected] or contact your BI360
partner