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How Can Technology Leaders Ensure Business Continuity During a Major IT Upgrade?

How Can Technology Leaders Ensure Business Continuity During a Major IT Upgrade?

In the face of major IT upgrades or migrations, technology leaders employ various strategies to maintain uninterrupted business operations. From prioritizing automation and redundancy to implementing a phased rollout strategy, we've gathered five valuable insights from CEOs and Directors to guide your next tech transition.

  • Prioritize Automation and Redundancy
  • Run Parallel Systems for Safety
  • Create a Dedicated Migration Task Force
  • Segmented Migration Approach with Custom Plans
  • Implement a Phased Rollout Strategy

Prioritize Automation and Redundancy

One key strategy we’ve employed to ensure business continuity during a major IT upgrade or migration is prioritizing automation and redundancy. CarePatron, as a comprehensive healthcare practice management software, streamlines vital clinical and administrative tasks for practitioners, including scheduling, billing, and secure patient data management. By automating routine processes, we minimize human error, speed up migrations, and ensure that critical functionalities remain operational.

Additionally, we ensure redundancy across our infrastructure, so key services remain available to clients throughout the migration process. This guarantees that healthcare professionals can continue delivering patient care without disruption, maintaining the reliability they expect from CarePatron’s practice management software.

Run Parallel Systems for Safety

In any major upgrade, we make sure to run parallel systems where possible, letting the old system function alongside the new one until we're 100% certain everything's working as it should. This redundancy means users can continue their work seamlessly without noticing any bumps. It also gives our team the breathing room to troubleshoot without the stress of an 'all or nothing' moment. It's like crossing a bridge while still building it, and it's been a game-changer for us.

Alari Aho
Alari AhoCEO and Founder, Toggl Inc

Create a Dedicated Migration Task Force

A strategy we adopted was creating a dedicated task force solely focused on the migration, separate from our day-to-day operational teams. This allowed our core teams to continue their work uninterrupted, while the task force, comprising IT experts and system architects, focused exclusively on the upgrade. We also established clear communication channels and contingency plans to quickly address any unforeseen challenges. This separation of duties ensured minimal disruption to customer service while keeping the migration on track.

Mark McDermott
Mark McDermottCEO & Co-Founder, ScreenCloud

Segmented Migration Approach with Custom Plans

As the founder and CEO of FusionAuth, ensuring operational continuity during technology changes is crucial. When we launched FusionAuth, we employed a segmented migration approach for our customers.

We analyzed how FusionAuth would impact each customer's auth workflows and developed a custom transition plan for each. Some tested FusionAuth for a month before fully adopting it, allowing us to address issues to avoid disrupting their business.

For other customers, we did a soft launch to assess functionality and ease of use before expanding access. Detailed communication, documentation, and support at each stage were essential.

When onboarding new customers, we provide in-depth training and resources. We start with a pilot group to minimize confusion before expanding access, ensuring FusionAuth is fully operational within weeks.

A phased, customized approach, testing, training, and transparency have proven key for continuity through technology changes. These strategies provide visibility into how new systems will impact operations, allowing adaptation to uphold service standards. With the right planning, major upgrades need not disrupt business.

Implement a Phased Rollout Strategy

One strategy we’ve employed at TruBridge to ensure business continuity during a major IT upgrade or migration is implementing a phased rollout approach. Instead of upgrading or migrating all systems at once, we break the process into smaller, manageable stages, ensuring that critical functions remain operational throughout. This strategy allows us to test each phase thoroughly before moving on to the next, minimizing the risk of system failures or disruptions.

For instance, during a recent migration to a more advanced revenue cycle management platform, we began by migrating non-critical systems and less time-sensitive operations. This allowed us to troubleshoot any issues that arose without affecting the core functions of the business. Additionally, we established a detailed backup and failover plan to ensure that if any issues did occur, we could quickly revert to the previous system and maintain business operations without significant downtime.

We also communicated transparently with all departments, providing clear timelines and contingency plans so that employees knew what to expect and could plan accordingly. By conducting extensive testing in each phase and maintaining continuous communication, we were able to transition smoothly without impacting the quality of service we deliver to our clients.

This phased, methodical approach not only ensured uninterrupted business operations but also reduced stress on both the IT team and other departments, allowing us to handle the upgrade efficiently and with minimal disruption. I highly recommend this strategy for any organization undergoing a major IT upgrade or migration, as it allows for flexibility and proactive problem-solving throughout the process.

Sandra Stoughton
Sandra StoughtonDirector, Marketing Operations, TruBridge

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