1. SalesLogix Breakthrough
Webinar Series
Migrating LAN to Web
October 20, 2011
October 20, 2011 | Copyright © 2011 Infinity Info Systems

2. Presenters:
Marketing Manager
Manager, Professional Services
Sr. Software Engineer
October 20, 2011 | Copyright © 2011 Infinity Info Systems

3. Agenda:
• What is the Web Client
• Support for Mobile Users
• Extending the Web Client
• Migration Strategies
– What you MUST know
– When to migrate
– Strategies for Migration
• Q&A
October 20, 2011 | Copyright © 2011 Infinity Info Systems

4. What is the Web Client: Same Database –
Different Front End
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5. • Delivers rich CRM functionality
– Supports multiple devices
– Customizable
– Easy to deploy and manage
– No extra charge to Sage SalesLogix
customers.*
– Can leverage HTML5 browser features
such as location awareness
– No Data Sync – Data is real-time
*Requires Sage SalesLogix v7.5.3
October 20, 2011 | Copyright © 2011 Infinity Info Systems

6. Sdata enabled tools
• Integration made easy
– Expose your data as resources
– CRUD operations
– Exposes Business Rules written for Web Functionality
– Allows for basic and complex querying
– Easy to deploy and manage
– No extra charge to Sage SalesLogix customers.
– Learn more at sdata.sage.com
October 20, 2011 | Copyright © 2011 Infinity Info Systems

7. Sdata at work within the SLX Web Client
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8. Sdata at work outside of SLX
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9. Key information as we begin to plan a migration
road map:
• While the Web Client has a new Front End, it reads
and writes the same data as the Windows Client (LAN)
• Front end customizations do NOT port over
• Record-level security is still respected
• Concept of Releases for Menus, Toolbars and NavBars
remains
• Administrator functionality ported over to Web
• Pick lists remain the same
• Groups are the same
• Data integration, Ksync, Reporting is not impacted
• Web client is available on premise or in the cloud
October 20, 2011 | Copyright © 2011 Infinity Info Systems

10. Architecture
October 20, 2011 | Copyright © 2011 Infinity Info Systems

11. When to migrate
• Your business is undergoing a fundamental shift
that includes a fresh look at your CRM strategy
(e.g. merger, acquisition, reorganization, etc.)
• You have a need or desire to leverage web and/or
Mobile based technologies
• The functional enhancements in the web product
are appealing from either a tactical or strategic
perspective
• You’re interested in moving to an off-premise
solution
October 20, 2011 | Copyright © 2011 Infinity Info Systems

12. Strategies for Migration
• Complete Migration
– The totality of your SalesLogix solution is migrated as a whole.
– While having the potential to minimize the timeline required to migrate all
functionality, this strategy carries with it certain risks that must be considered.
– Two optional approaches; database upgrade or database conversion
• Iterative Migration
– Allows for a more controlled migration process whereby your SalesLogix solution is
migrated in logical chunks and deployed in phases.
– This strategy has the same end goal of the Complete Migration, but mitigates the
risk factors by introducing logical quality gates within each phased deployment.
This strategy will likely extend the overall duration of full system migration.
• Limited Migration
– Is different from the iterative migration process in that only specific components of
your SalesLogix solution are migrated, yielding a blended Web/LAN solution.
– This type of migration allows an organization to recognize strengths of both
deployment options
October 20, 2011 | Copyright © 2011 Infinity Info Systems

13. The Path to Migration Success
Regardless of the Migration Strategy selected,
the migration path is largely the same:
Enable End
Assess the Conduct
Prepare for Migrate the Users to use
current thorough
Migration Solution the new
Solution testing
technology
October 20, 2011 | Copyright © 2011 Infinity Info Systems

14. Infinity Info Systems
QUESTIONS
For more information contact:
Kathleen Ferrie at kferrie@infinityinfo.com
October 20, 2011 | Copyright © 2011 Infinity Info Systems