Planning Your Next Enterprise Software Upgrade

When you start planning an upgrade for one of your enterprise software applications, such as Perceptive Content (ImageNow), Kofax TotalAgility, or OnBase, even the smallest changes can have huge impacts. That’s why it’s important to bring together the right people, including IT, business owners, and end users, to effectively prepare for all possible changes.

Based on extensive experience with these applications, RPI Senior Consultant Chris Tan and Project Coordinator Sean LaBonte will share recommendations and best practices for planning and executing your next enterprise software upgrade.

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Chris Tan:
Welcome to webinar Wednesday, a new webinar series hosted every first Wednesday of the month. Before we begin a few housekeeping items. The webinar will be recorded and shared on our blog and our YouTube channel in a few days. For those of you dialing in today the slide deck will be shared via email immediately following the webinar. We also have a moderator standing by to take your questions so please feel free to submit those via the go to webinar interface. If you have any ideas for additional webinar topics or something you would like to see presented please let us know.

This is the last webinar for today. On June 6th we will review our RPI Lawson COM object integration, AP agility for Kofax KTA and the OnBase Approval Manager. Please visit to register online.

My name is Chris Tan and I’m a Senior Consultant here at RPI with six plus years of experience delivering ECM solutions primarily focused in the healthcare space. I reside here in Kansas City and I am a husband and a father of two.

Sean LaBonte:
My name is Sean LaBonte. I’m a Project Coordinator with RPI. I have managed multiple client projects including upgrades, heath checks and new solution designs. While I don’t happen to be a husband or a father of two I do happen to be the Kansas City’s most eligible bachelor.

Today’s agenda we’re gonna cover a little bit about us, RPI and how we go through upgrades and which upgrades we have gone through. Why some businesses do upgrade, planning and upgrade project from a project management standpoint and Chris will kind of go over upgrade and delivery and cutover. At the end we’ll have a Q and A segment as well

Chris Tan:
RPI consultants is a comprehensive professional services organization with over 18 years of experience designing, implementing and supporting ERP, ECM and data capture solutions.

We have roughly 80 full-time employees based out of our office locations in Tampa, Baltimore and Kansas City. We offer many different services and specialize in product partnerships with companies like Hyland, Kofax and Infor.

In terms of RPI and upgrades we have performed over 36 upgrades this past year. Upgrades can be done on your own, but we are typically engaged to advise du