Migration & Upgrades

Our Process

Our Upgrade / Migration Services helps mitigate the risks inherent in any upgrade / migration effort with consulting services, tools and best practices to assess your environment and migrate to new versions - quickly, reliably and painlessly with minimal disruption to your organization. Our consultants works with your technical team and business users to provide value through a logical, three-step process:

  • Planning and design
  • Implementation and
  • Training

We understand that we are dealing with a wide set of variables and requirements, such as alignment with corporate strategy, scalability planning, and global access on a 24x7 basis. Our consultants apply best practices – learned from deploying Cognos Planning / BI systems at Global 1000 organizations – to quickly and effectively introduce new technology to your organization. We establish a testing plan early in the project lifecycle, with involvement from all relevant parties. Planning and design:

We work with you to develop a solid understanding of your business requirements. Then, we perform an approximately two-week long detailed migration assessment by working closely with your technical project team as well as your business users.

Implementation:

Once the planning and design stage is complete, our consultants provide you with guidance, knowledge, and hands-on support to make your migration a success. We provide a collaborative framework that defines the best migration path for your organization – enabling you to migrate to the new solution based on proven migration best practices and without disrupting the availability of your critical data.

Training:

We plan and build a roadmap of training courses that help you quickly understand how to manage and maintain the new enterprise BI suite.

Our Offerings:

Our consultants have the skills and expertise to make your Planning, Budgeting & Forecasting / BI migration as efficient and as effective as possible. We draw upon our experience to help you succeed and take advantage of the powerful new capabilities of new technology in the shortest possible time with full user adoption. With our vast experience in migration projects, we have narrowed down our offerings to the following:

Upgrade / Migration Assessment package:

This package includes a summary of the business requirements identified, an overview of your current deployment, recommendations on how to proceed with a migration and a description of the activities and resources required to conduct the migration. Our deliverables to you include a migration assessment summary of findings document with the following contents:

  • Architecture assessment
  • Planning Analyst Model assessment
  • Planning Contributor Application assessment
  • Reporting assessment
  • Custom development assessment (if there is a custom development with the current implementation)
  • Recommended migration roadmap
  • Detailed Migration Project Plan

Upgrade / Migration Implementation package:

This typically involves development and migration of the content to the user community using the appropriate strategy. Following activities are involved:

  • Architecture and Design
  • Capacity Planning
  • Installation and Configuration
  • Analyst Model / FM Model Migration
  • Contributor Application
  • Reports Migration
  • Security Setup
  • User created content migration
  • Custom SDK applications migration
  • Performance tuning and
  • System maintenance

“Locus is a trusted partner who has consistently met their commitments. By bringing business and technical expertise to the table, they delivered important Business Intelligence solutions to TriNet both on-time and in-budget.”

Paul Sheirich

Director of Applications Development

TriNetGorup

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