Replacing Legacy business software: Successful Migration

Your business software that you use is no longer being developed or is only slowly being developed or completely phased out in the near future? Are you unsure of the best way to proceed now? The timing of the replacement of the old system raises questions and what steps are there to take? This article provides the answers.

Steps to replace an end-of-life system

If you are considering upgrading your business software, the following checklist will help you move forward.

• Make software implementation a top priority: Involve key stakeholders such as CEO, CFO, Head of Consulting or head of administration in your planning and subsequent implementation right from the start.

• Define requirements: Which processes are essential for you and will be important in the future?

• Focus on a few vendors/systems, but do it right. Perform a proof of concept with the favorite if necessary to verify the most important features.

• Does the provider already have experience in replacing legacy systems? Let them show you references and ask directly.

• Issue a roadmap: Provide a clear internal direction and explain why the legacy system needs to be replaced. This will promote employee acceptance.

• Clarify the available budget and financing model as soon as possible. The choice of operating mode On-Premises operation (software purchase) or Cloud Suite (software-as-a-service) is also an important factor here.

• Time and Resource Planning: Implementation of a new software solution is more of a marathon than a sprint, so plan enough time and HR.

• Software evaluation: There is no such thing as “too early”. Have software presented to you in-house or take advantage of offers to try it out independently. From Vertec for 30 days without obligation and free of charge.

Vertec, an experienced partner

The CRM and ERP software from Vertec is not only characterized by its high flexibility and adaptability. As a Swiss software manufacturer, our more than 25 years of experience is also central to us. We bring with us in-depth knowledge of the needs and requirements of our target industries, the project-oriented service providers, which we have accumulated and expanded over the years.

Vertec can be precisely adapted to your company’s processes and remains updateable. Thanks to its cloud capability, Vertec is future-proof.

In addition to our industry knowledge, Vertec has in-depth expertise in replacing legacy software solutions and migrating existing data. Many of our reference customers have successfully implemented a pre-system, such as a Consultant Software, replaced by Vertec.

Once the project has been implemented, technical support is crucial for long-term customer satisfaction. This must be both competent and accessible. Our support team is therefore available to you on WhatsApp, by phone and email as well as via the contact form.

In addition, Vertec customers can find on our daily Knowledge Base transparent technical documentation and exchange information in the Vertec Forum with other customers and employees.

Conclusion

If your software solution is in an end-of-life phase, do not waste time. Start the transition project early. With our many years of expertise, we are your experienced partner for the replacement of legacy systems and ensure a seamless transition.

It is best to get an idea of Vertec for yourself. We show you our software in the form of a free and non-binding live demo.