Planning for Success
Planning for success with a Quantexa Platform upgrade is no different from planning for success in any other project. A well-defined approach, clear scope, accurate estimates, and appropriate resourcing are the essential foundations for creating an upgrade plan that is set up to succeed. This guide provides a comprehensive, step-by-step framework to help you navigate the process from start to finish.
Table of Contents
Who is this guide for?
This guide is primarily intended for Project Managers, Technical Leads (TLs), and Delivery Owners who are responsible for planning and executing a Quantexa Platform upgrade. Business stakeholders and solution designers will also find the sections on scoping and testing requirements valuable.
What will you learn?
By following this guide, you will have the tools and knowledge to:
- Clearly define the goals and scope of your upgrade.
- Choose the right upgrade strategy for your specific circumstances.
- Accurately estimate the effort and resources required.
- Assemble a comprehensive and actionable final upgrade plan.
Before you begin
We assume you have a foundational understanding of your organization's current Quantexa implementation and general project management principles. Familiarity with your platform's architecture and existing use cases will be highly beneficial.
The following pages provide a step-by-step guide on how to best plan an upgrade of your Quantexa Platform instance.
The Upgrade Planning Process
The following pages provide a step-by-step guide on how to best plan an upgrade of your Quantexa Platform instance. We have broken the process down into key stages to help you navigate the journey.
Stage 1: Setting the Direction
This initial stage is about defining the high-level goals and approach for your upgrade.
| Page | Description |
|---|---|
| Identify Your Destination | Understand the target version of the platform and the key benefits it brings. |
| Define Your Upgrade Approach | Choose the right strategy, whether it's a "like-for-like" or a transformational upgrade. |
| Planning A Multi-Use Case Platform Upgrade | Learn the specific considerations for planning an upgrade on a platform that serves multiple business areas. |
Stage 2: Defining the Work
This stage focuses on the detailed work of understanding the scope and effort involved.
| Page | Description |
|---|---|
| Define Upgrade Scope | Detail the specific components, configurations, and customisations that are in scope for the upgrade. |
| Estimate The Upgrade | Follow a structured process to create a realistic and data-driven estimate for the project. |
| Resource The Upgrade | Identify the roles, responsibilities, and skills needed to successfully deliver the upgrade. |
| Define Testing Requirements | Create a robust testing strategy to ensure a high-quality outcome and build confidence with stakeholders. |
Stage 3: Creating the Plan
This final stage brings everything together into a formal plan.
| Page | Description |
|---|---|
| Produce Final Upgrade Plan | Consolidate all the outputs from the previous steps into a single, actionable delivery plan. |
Quantexa Team