NEXTGEN UPGRADE RISK
MANAGEMENT
Presented by: Christine McCormick, Scott Cochran & Juanita
Kelsaw

Confidential & Privileged Document

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Agenda
• Who should be involved?
• What does it take to transition?
• What can clients do to prepare?

RESOURCES
Who should be involved?

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Resources
• Executive
engagement/sponsorship
• Representatives from each
group impacted
• IT
• Compliance

TRANSITION OVERVIEW
What does it take to transition?

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Pre-Build Phase
• Client project team works with the Baker Hill team to:
– Initiate the project/transition
– Client to clean up current production database (Advisor/BHOS)

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Build/Transition Phase
• Baker Hill project team conducts first test transition:
– Client will receive training
– Baker Hill team makes a copy of current production database(s) and
transitions it to NextGen
Build/Transition Phase

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User Acceptance Testing
• Baker Hill and client teams work together to test the
transitioned database(s)
– Client is updating processes based on new NextGen database
– Client is validating configurations and data
– Client is receiving more training, if applicable
– Client is still using Advisor/BHOS database for daily production use
User Acceptance
Testing
Build/Transition
Phase

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Production Roll-out Phase
• Final transition is completed in a production environment:
– Client begins to use NextGen database as production environment
– Client is receiving more training, if applicable
Production
Roll-out
User
Acceptance
Testing
Build/Transition

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Close-out Phase
• Confirm transition is complete and issues start going to
support.
– Assign a Technical Account Manager to client post production to
ensure client adoption for a period of 3-4 months
Production
Roll-out
Close-out
User
Acceptance
Testing
Build/Transition

PREPARATION
What can clients do to prepare?

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What can clients do to prepare?
• Assist with NextGen Transition Checklists
– Pre-sale and project-related
• Determine NextGen configurations
– Solution platform overlaps
• Update internal policy and procedures
– Enterprise-wide considerations
• System Cleanup Initiative
– Independent project

Questions?