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June 24, 2024

Pt. 2 Planning Your Upgrade to Deltek Costpoint 8.2

by Colin Quinn


With Costpoint 8.1 entering its End-of-Life phase in April 2026, now is the perfect time to start planning your upgrade to Costpoint 8.2. Upgrading not only ensures continued support and security but also offers access to new features and improvements. Here’s a comprehensive guide to help you plan your upgrade smoothly.

Benefits of Upgrading to Costpoint 8.2

1. Enhanced Security: Costpoint 8.2 includes the latest security features and updates, protecting your data against emerging threats.

2. New Features: Enjoy improved functionality with new features designed to enhance user experience and productivity.

3. Improved Performance: Benefit from performance optimizations that make your ERP system faster and more efficient.

4. Compliance: Stay compliant with industry standards and regulations with the latest updates and certifications.

Steps to Plan Your Upgrade

1. Project Planning:

Timeline: Establish a realistic timeline for the upgrade process, accounting for all phases from preparation to post-upgrade support.

Resources: Identify the resources needed, including internal teams and external consultants.

2. Assessment and Analysis:

• Current System Review: Evaluate your current Costpoint setup, documenting all customizations, integrations, and workflows.

• Requirement Gathering: Identify what your organization needs from the new version and any additional functionalities you aim to leverage.

3. Data Migration:

Data Backup: Ensure you have a complete backup of your current system before initiating the upgrade.

Migration Plan: Develop a detailed data migration plan, including data validation and cleanup processes.

4. Testing and Validation:

Test Environment: Set up a test environment to simulate the upgrade process. This helps identify potential issues without impacting your live system.

User Testing: Involve end-users in testing to ensure that new features meet their needs and that they are comfortable with the new interface.

5. Training and Support:

Training Programs: Organize training sessions for your staff to familiarize them with Costpoint 8.2’s new features and interface.

Post-Upgrade Support: Plan for ongoing support post-upgrade to address any issues that may arise and ensure a smooth transition.

The Bottom Line

Upgrading to Costpoint 8.2 is a strategic move that ensures your ERP system remains robust, secure, and efficient. By planning your upgrade now, you can avoid the risks associated with using an outdated system and take advantage of the latest technological advancements. Start your upgrade journey today and pave the way for a more secure and productive future.

For more detailed guidance and support on upgrading to Costpoint 8.2, contact our team of experts. We’re here to help you every step of the way.


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