Upgrading to a new system can be a daunting decision for many organizations. Concerns about cost, disruption, and the overall value of the upgrade often cause hesitation. However, upgrading to the latest version of TotalAgility can be highly beneficial, offering enhanced features and improved efficiency.
In this comprehensive guide, we share invaluable insights from our extensive experience in upgrading TotalAgility solutions and migrating Tungsten Capture and Transformation solutions to TotalAgility. We’ll discuss when to upgrade, the essentials of a successful upgrade, and the steps involved in the upgrade process.
When to Consider Upgrading to TotalAgility
When considering an upgrade to TotalAgility, a good case for change and a clear approach to succeeding must be established. We have delivered 100’s of TotalAgility upgrades and can report that customers typically consider, plan, and implement a TotalAgility upgrade on account of a combination of factors drawn from this list:
1. Installed TotalAgility version is no longer supported
No organization can afford to run key business operations on a version of software that Tungsten Automation no longer supports. The operational risk is simply too high. Tungsten may have announced that support for the version on which you currently rely will soon stop, triggering a need to upgrade.
2. A new TotalAgility version contains valuable new capabilities
TotalAgility 8 launched GenAI Copilots at no additional Tungsten license fee, attracting new demand from customers to upgrade to that new version. New versions routinely offer valuable innovation, enabling customers to derive additional value from an existing investment.
3. Installed Tungsten Capture/Transformation solutions are no longer supported or perform poorly
TotalAgility is the modern Tungsten Automation product sold instead of Capture and Transformation (KC/KT). It contains the functionality of KC/KT and has many additional capabilities on top also. As a result, the best choice for customers who need to improve or upgrade their KC/KT installation is to move up to TotalAgility.
4. IT Modernization
Legacy systems are a cost and time sink. To reduce the burden of maintenance, meet new business requirements, and modernize the organization’s technical ecosystem, IT leaders choose to adopt the latest AI-enabled, cloud-friendly, service-based TotalAgility versions.
Essentials of a Successful TotalAgility Upgrade
Our customers’ experience confirms that three factors ensure a successful TotalAgility upgrade:
Justify the Upgrade
When we speak with customers who are considering an upgrade, we often discover they have had an upgrade in mind for months, sometimes years. They may have proposed an upgrade already, but it had been viewed as an onerous necessity rather than an opportunity for improvement. Unsurprisingly, those proposals had not received the green light! That is why we recommend an Audit upfront (see our step-by-step process below). If an upgrade is justifiable, the Audit rapidly makes the case by transparently and convincingly highlighting the positive value of upgrading.
Trust TotalAgility Experts
Upgrading TotalAgility is not part of the day-to-day work of most organizations. But it is for us. Allow us to help you. We have done 100’s of TotalAgility upgrades, including migrations for customers who move to TotalAgility from Tungsten Capture and Tungsten Transformation. If you have the experience, skills, and confidence, great! If not, contact us to discuss how we can help.
Prepare Your Organization
Whether you employ our expertise or not, gain the active support and grateful adoption of all your end-user community by communicating and educating appropriately throughout the upgrade process.
Step by Step Process to Upgrade to TotalAgility
A well-organized upgrade will be fast, efficient and deliver clear business benefits. We recommend starting with an Audit of the current system, to gain a fast insight into what the upgrade will entail and what benefits you can expect.
Here is a quick step-by-step guide to a successful upgrade:
1. Audit the Current System
- X-ray the system: System logs provide a hugely valuable and transparent insight into your current system, if viewed by an expert eye, just like an X-ray. Logs allow existing configurations to be discovered and scrutinized, so an upgrade can smoothly transfer those to an updated version.
- Identify improvement opportunities: Every upgrade, especially from older legacy installations, yields opportunity to improve throughput, accuracy, and other aspects of the system.
- Chart the Upgrade Path: With a full understanding of the legacy and new versions, map the path to migrate existing configurations and take full advantage of new features that improve performance.
2. Pre-Upgrade Preparation
- Backup Data: Ensure all important data and configurations are backed up to prevent data loss.
- Check System Requirements: Verify that your current hardware and software meet the new TotalAgility version’s requirements.
- Verify Version-dependent Upgrade Steps: For some older legacy systems and versions, additional intermediate steps may be required to upgrade to the most recent TotalAgility version. Our experienced experts can advise on when this is required.
- Test Environment: Set up a test environment so you can prove the upgrade process successful without affecting your live system.
3. Obtain the Upgrade
- Download the Update: Obtain the latest version from Tungsten Automation or Lithe.
- License Key: Ensure you have the necessary license key for the latest version.
4. Install the Upgrade
- Run Installer: TotalAgility provides an interactive automated installation program that allows flexibility to upgrade according to your specific requirements. We can provide expert advice to ensure that the Audit insights drive the right installation and upgrade choices regarding TotalAgility components and databases.
- Check upgrade log files: Confirm that all installation tasks have successfully completed without error.
- Configuration Migration: Migrate existing TotalAgility (or Tungsten Capture and Tungsten Transformation) configurations to the latest TotalAgility version. This may involve importing configuration files or manually reconfiguring settings. Again, expert advice can help you avoid mishaps or mistakes.
5. Post-Upgrade Tasks
- Verify Functionality: Test critical functions to ensure they work as expected in the new TotalAgility installation.
- Verify Performance: Test the upgraded system with the typical transaction and document volumes your business expects to process and monitor throughput performance.
- User Training: Provide user training if appropriate on new TotalAgility features and changes to ensure smooth adoption across the user community.
- Migrate to production: Following sign-off of successful tests and any required training, migrate from test to production.
By following these steps, you can ensure a smooth and successful upgrade of your TotalAgility software, taking full advantage of new features and improvements.
Free TotalAgility Upgrade Consultation
The benefits of upgrading to TotalAgility can be identified quickly and delivered reliably. Upgrades typically reduce operational risk, cut ongoing maintenance overheads, and open new opportunities for innovation and performance improvement.
For more detailed information on TotalAgility and our wide range of implementation and support services, explore other sections of our site.
To discuss the value and timing of your next TotalAgility upgrade, contact us for a free, no-obligation consultation.Â
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TotalAgility 8, launched by Tungsten Automation in 2024, introduces advanced AI-driven features including rapid process development with Copilot, streamlined document extraction without training, and enhanced insights generation. It supports seamless integration with RESTful services and third-party extraction engines, aiming to lower costs and optimize efficiency through simplified updates and improved process design.
This version empowers both technical and non-technical users to innovate and optimize business workflows effectively. Read more about the TotalAgility 8 Release here.
TotalAgility liberates your business from routine tasks by automating them effectively. It simplifies complex processes through seamless integration, streamlined workflow, and advanced automation, allowing you to focus on innovation and growth while reducing operational costs and improving customer satisfaction.
