{"id":3665,"date":"2005-06-07T09:29:37","date_gmt":"2005-06-07T16:29:37","guid":{"rendered":"https:\/\/www.caddmanager.com\/CMB\/?p=3665"},"modified":"2019-07-01T09:39:20","modified_gmt":"2019-07-01T16:39:20","slug":"migration-madness-part-four","status":"publish","type":"post","link":"https:\/\/www.caddmanager.com\/CMB\/2005\/06\/migration-madness-part-four\/","title":{"rendered":"Migration Madness &#8211; Part Four"},"content":{"rendered":"<div class=\"seriesmeta\">This entry is part 4 of 6 in the series <a href=\"https:\/\/www.caddmanager.com\/CMB\/series\/migration-madness\/\" class=\"series-95\" title=\"Migration Madness\">Migration Madness<\/a><\/div>\n<p>In the last installment we outlined the areas of concern related to moving from one release of software to the next.&nbsp; Let\u2019s quickly review.<br><\/p>\n\n\n\n<p>The three areas of reflection are:<br><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>What to do before the migration<\/li><li>The actual migration event or period<\/li><li>What to do after the migration<\/li><\/ol>\n\n\n\n<p>We move now to the second stop on this trip which is actually moving ahead and making the migration.<br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Let\u2019s first discuss when to make the move<\/strong><\/h2>\n\n\n\n<p>You should move when it makes sense.&nbsp; Sometimes we are forced to move and start using a new release even before we have time to prepare.&nbsp;&nbsp;<br><\/p>\n\n\n\n<p><strong>When is the best time to move?<\/strong><br><\/p>\n\n\n\n<p><strong>Before the next Project begins<\/strong>.&nbsp; Many people want to prepare and move before a major project starts.&nbsp; Rather than move the whole company at one time they take one project into the next release and manage the process like a Project Manager.&nbsp; This can be a good thing and a bad thing.<br><\/p>\n\n\n\n<p>The Good \u2013 It sets you up to use the increased productivity in the new release to be applied to the new project.&nbsp; It also places you on focus for the future since the project will outlast your prior release use.  By taking a project into the next release, you can control the tools used on a small scale, selecting which new tools to apply.&nbsp; Sheet Sets?  Project Navigator?  Vault?  No need to expect to use all of the new improvements, just select the ones that will impact the project for the better.<br><\/p>\n\n\n\n<p>The Bad &#8211; Your upgrade troubles may slow down the project schedule. Training and tech support issues may impede project timeline. Productivity may (will) take a slight dip until users get up to speed.&nbsp; All of the this impacts the project<br><\/p>\n\n\n\n<p>My Advice \u2013 make sure the Project Manager is supportive.&nbsp; Let him know the issues surrounding the use of the new software.&nbsp; Make him your ally.  If not \u2013 he could turn into your worst critic.<br><\/p>\n\n\n\n<p><strong>After Training<\/strong><br><\/p>\n\n\n\n<p>The Good \u2013 When you have completed training your users are hopefully excited and ready to use the software.&nbsp; Training can create momentum for the migration.<br><\/p>\n\n\n\n<p>The Bad \u2013 Training takes time away from project work.&nbsp; Productivity loss from training time may need to be recovered as users return to the project environment.<br><\/p>\n\n\n\n<p>My Advice \u2013 you need to train before the migration begins, but you may want to wait a week or two so that all the projects are caught up from any time lost during the training.<br><\/p>\n\n\n\n<p><strong>When demanded by clients<\/strong><br><\/p>\n\n\n\n<p>The Good &#8211; May force your team to make a move if you are having difficulty making progress.&nbsp; It is often hard to get the migration started.  After I was prepared, I have used a client&#8217;s demand for upgrades to get my team moving.<br><\/p>\n\n\n\n<p>The Bad \u2013 The demand may come before you are ready.&nbsp; You may not have trained. You are forced to move and may be reluctant. Bad morale may creep in since it was not your choice<br><\/p>\n\n\n\n<p>My Advice &#8211; The whole issue of when to move may or may not be in your hands.&nbsp; If it is, then you should think carefully and plan for the move.  If it is not, you should prepare for it because it may be inevitable.&nbsp; Be prepared!<br><br><\/p>\n\n\n\n<p><strong>Start the migration with your best users<\/strong><br><\/p>\n\n\n\n<p>Let them have the software earlier.&nbsp; Load the next release on their machines with plenty of time for them to use it. Let them test it out.&nbsp; Let them find the good and the bad of the next release.  Have them write down what they find and report back to you.&nbsp; By having them work with the software (not on production drawings) you can find the strong points you can capitalize on when trying to convince others to join the move.&nbsp; You also can defuse the weak points by finding out what is failing and plug the hole before it does much damage.<br><br><\/p>\n\n\n\n<p>Migrate a small team or the whole office \u2013 you should figure out which may be best for your office.&nbsp; Some take the whole office to the next release in one weekend.  Others take smaller teams forward making the move progressively expanding to the rest of the office.&nbsp;&nbsp;&nbsp;<br><\/p>\n\n\n\n<p>My advice &#8211; the bigger the firm \u2013 the smaller the migration group.&nbsp; Taking a large group (30 and above) at the same time to a new platform is tough.&nbsp; A smaller team generates fewer support issues. You can use the lessons learned from the small group to make the next groups move even smoother.<br><br><\/p>\n\n\n\n<p><strong>Line Up Support before You Start&nbsp;<\/strong><br><\/p>\n\n\n\n<p>Management should be fully behind you before you begin.&nbsp; This would include Project Managers, Leads, Engineers, and anyone who might feel the impact of a move.<br><\/p>\n\n\n\n<p>Vendors \u2013 keep them involved.&nbsp; They can provide support and lessons learned from other firms that have made the transition.<br><\/p>\n\n\n\n<p>Your Family \u2013 yep \u2013 those folks at home that could be impacted by the time you may need to make the change happen.&nbsp; Don\u2019t leave them out of the loop.  They may not understand what you are talking about, but they need to know when you are faced with deadlines and milestones.&nbsp; If a spouse makes a meal that you don\u2019t make it home in time to eat, you best should have warned them.  If the kids have a big game coming up, make sure they realize that you could miss it if worse case scenarios kick in.&nbsp;&nbsp;<br><\/p>\n\n\n\n<p>Stay focused on the goal:&nbsp; Getting your team to the next level with the least resistance.&nbsp; Keeping everyone involved will help.<\/p>\n<br>","protected":false},"excerpt":{"rendered":"<div class=\"seriesmeta\">This entry is part 4 of 6 in the series <a href=\"https:\/\/www.caddmanager.com\/CMB\/series\/migration-madness\/\" class=\"series-95\" title=\"Migration Madness\">Migration Madness<\/a><\/div><p>In the last installment we outlined the areas of concern related to moving from one release of software to the next.&nbsp; Let\u2019s quickly review. The three areas of reflection are: What to do before the migration The actual migration event or period What to do after the migration We move now to the second stop [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[13],"tags":[],"series":[95],"class_list":["post-3665","post","type-post","status-publish","format-standard","hentry","category-cad-management","series-migration-madness"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/3665","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/comments?post=3665"}],"version-history":[{"count":1,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/3665\/revisions"}],"predecessor-version":[{"id":3666,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/posts\/3665\/revisions\/3666"}],"wp:attachment":[{"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/media?parent=3665"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/categories?post=3665"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/tags?post=3665"},{"taxonomy":"series","embeddable":true,"href":"https:\/\/www.caddmanager.com\/CMB\/wp-json\/wp\/v2\/series?post=3665"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}