Upgrades

Staying up to date with the latest version of Sage products is a key factor in receiving the full value of your software subscription plan. Depending on the new features added in each release and the customizations of your system, an upgrade can be very straightforward or complex. We have created a method to evaluate your current installed level and the new version yet to be released and determine a fixed fee price for completing a successful upgrade for your organization.
 
Our overall objective at Steward Consulting, Inc. (SCI), is to have your live upgrade to a new version of Sage 100 (formerly known as Sage MAS 90 or Sage MAS 200) proceed as smoothly and quickly as possible.  This requires extensive planning and testing up front to ensure the actual live upgrade meets this objective.  To facilitate meeting this goal, we have fine-tuned our process for clients who are upgrading as follows:

 1.       The Planning Letter.  We will Issue an upgrade planning letter that is meant to inform you of the preliminary steps we will take before your upgrade.  This will include an upgrade analysis of your Sage 100 system. This step is crucial to determine the current installations on your system (enhancements, third party software, etc.) and identify issues or concerns prior to the start of your actual upgrade.  The fees to do this analysis will be included in the total upgrade fees.  However, if you choose not to move forward within 30 days of the issuance of the initial planning/analysis, SCI reserves the right to invoice these fees.  Once you have signed the Planning Letter and returned it to us, we will assign your upgrade to our Upgrade Consultant and move forward with your planning.

2.       The Planning Meeting/Upgrade  Analysis.  Our consultant will schedule a time to review and obtain vital system information and features used in your system—both Sage and related third party software are reviewed.  This review is typically performed remotely and via phone; however, in some instances, an on-site visit may be necessary.  We will document all our findings and input into our proprietary upgrade planning software to estimate the cost of your upgrade. 

3.       The Data Integrity Check (if upgrading from v3.71 or earlier to any 4.x release).    We will conduct a data integrity check to ensure your data will upgrade smoothly. Note:  In v4.40 and later, migration tools were incorporated into the software that performs these tasks automatically and this step is not required.

4.       The Engagement Letter.  We will issue you an engagement letter document, which fully outlines the scope of the upgrade with the appropriate fixed fee based on the findings in step 2 and 3.

a.       Once you have signed off and returned the required deposit, we will schedule the test upgrade.

b.       Note:  all test upgrades at v4.3 and higher must be installed on a separate server from your existing Sage 100 ERP system.  We will inform you when this is required. 

5.       The Test Upgrade.  We will install the test upgrade, including updating any custom Crystal reports, forms, and/or Customizer (i.e. UDFs).

a.       We provide you, the client, adequate time to perform testing, typically 10 – 45 days (maximum).

b.       NOTE:  Adequate and proper testing of the new test version is critical to ensuring your live upgrade goes smoothly and that you and your users are satisfied with the upgrade.

6.       The Test Sign-off.  Once testing is completed, and you are satisfied with the test system’s performance, you must sign off on the test upgrade form, pay any remaining balance due and, we will then schedule the live upgrade.

7.       The Go Live Upgrade.  We will update to a ‘live’ system.  This is followed by addressing any outstanding or unforeseen issues.  Typically, these are minimal, provided testing has been performed by you and your users.

8.       The Engagement Closure Letter.  This document is issued to you after any outstanding issues or concerns are addressed, and indicates the close of the upgrade process.

 The Upgrade Process can take anywhere from 3 weeks to 3 months to complete.  The timeframe is dependent upon the complexity of your system, the amount of time you require to perform the appropriate testing, along with the availability of our resources.

      Click here for more detailed information about each of the above referenced steps.

 
If you have additional questions, or would like to begin the Upgrade process, give us a call!