Introduction
Upgrading your Source-to-Pay (S2P) system is a significant undertaking that can impact your procurement processes, supplier relationships, and overall operational efficiency. Whether you're upgrading to improve functionality, ensure compliance, or keep up with technological advancements, preparation is key.
One of the first decisions you'll face is understanding how your procurement software handles upgrades. Some platforms enforce an automatic upgrade schedule as part of their subscription model, while others require customers to plan and execute upgrades on their own time. Below, we'll walk through the differences in approaches and how Optis can support your organization.
One of the first decisions you'll face is understanding how your procurement software handles upgrades. Some platforms enforce an automatic upgrade schedule as part of their subscription model, while others require customers to plan and execute upgrades on their own time. Below, we'll walk through the differences in approaches and how Optis can support your organization.
Automatic Upgrades: What to Expect
With the fast-paced nature of the SaaS world, many S2P platforms operate on an automatic upgrade schedule. These platforms push new features, security patches, and improvements at regular intervals, often without user intervention.
How to Prepare for Automtic Upgrades
- Stay Informed: Monitor release notes and upgrade notifications from your software provider so you're aware of upcoming changes and the impact to your business.
- Train Users Regularly: Since upgrades are ongoing, it's important to have continuous training programs in place to keep your team familiar with new features.
- Regression Testing: Verify that all existing integrations with ERPs and third-party systems continue to function correctly after the upgrade. Test critical touchpoints and workflows thoroughly to detect any issues and ensure that the upgrade has not disrupted any existing functionality.
How Optis Can Help
Optis provides proactive support by working with your team ahead of each scheduled upgrade. We help you assess the impact of new features, test your integrations for compatibility, and minimize any disruptions. Our goal is to ensure that the automatic upgrade process is smooth and that your systems continue to run efficiently post-upgrade.
