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Planning for Upgrades

Planning for Upgrades. Summary. So what do I know Understand the technology Plan Team Communicate Inventory, audit, clean-up Test, test & test again! Upgrade complete! It ain’t over ‘til it’s over. So what do I know?. Nedbank. Rand Merchant Bank. Understand the technology.

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Planning for Upgrades

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  1. Planning for Upgrades

  2. Summary • So what do I know • Understand the technology • Plan • Team • Communicate • Inventory, audit, clean-up • Test, test & test again! • Upgrade complete! • It ain’t over ‘til it’s over

  3. So what do I know? Nedbank Rand Merchant Bank

  4. Understand the technology • Understand the possibilities • Discontinued features

  5. Plan • Clearly defined ownership • Clearly defined scope • Clear project plan with timelines

  6. Team • Define who’s part of the upgrade team

  7. What roles will they play • Point of contact • Testing • Training co-ordinator • Actual upgrade

  8. Communicate

  9. Communication Plan • Why do you need one? • What to communicate:

  10. Comm Example Hello All! Just a reminder that SharePoint 2013 is approaching quickly and we need to know that your sites are all working correctly. Thank you VERY MUCH to the few of you who have responded and given us a check list – that is just what we wanted! We are also arranging training and have put the following tentative dates aside – please give me an indication of which you would like to attend and then we can confirm the number and dates of the training sessions. Each one will be one day long and will take place in No 3.  We can take 10 people per course and need to do so in order to make them cost effective. Once we have an indication of interest the Learning Edge will formalise the arrangements. Upgrade to 2013 course -  people attending must have at least 6 months experience of previous versions of SharePoint   18 July 1 Aug 5 Aug 11Aug   

  11. Comm Example continued… 1 day 2013 Introduction Course (for new SharePoint users)   22 July 4 Aug 8 Aug 12 Aug And remember: What we need from you We need you to look at your pages in the new version http://thevault-uat-test/Pages/the-Vault.aspx#  and check that everything is in the right place, forms work correctly etc. Do not worry about content – that will all be updated when we change over, what we need to know is whether everything is there, looking good and working. If not – let us know so that we can document it and see what we can do about it before, rather than after, the changeover. If you think there are other people within the bank that would be interested in this – please forward to them as well. Thank you!

  12. Comms

  13. Comms

  14. Comms

  15. Comms

  16. It’s no fault, it’s the new Vault!

  17. Communication Plan continued… • When to communicate • Training

  18. Inventory & Audit • Content • Does all of this need to be migrated across • Relevance • Owners • What about external content • Customisations

  19. Clean Up! • Look at information architecture…change structure of your sites now in 2010 so that it can be copied across as you want it in 2013 • Is there anything that can be deleted? • Old sites that have not been utilised in 2 years

  20. Test, test, & test again • Testing group • UAT (User Acceptance Testing) • Document!!!

  21. Do not ignore errors or warnings!

  22. Upgrade complete

  23. It ain’t over ‘til it’s over • Communicate • Training • Governance plan

  24. Contact Me: chantelle7@gmail.com @chan7 chansmith7 za.linkedin.com/in/chantellesmith/

  25. Thank you! Questions

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