Upgrade to Sitecore 9: Why, When, What and How
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Sitecore 9 has taken the center-stage of discussions since its launch at the Symposium last month. However for Sitecore users, the decision to upgrade involves a lot of moving parts, both from a strategy and technical perspective.
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Upgrade to Sitecore 9: Why, When, What and How
- 1. Upgrade to Sitecore 9: Why, What and How
- 2. LET’S TALK THE WHAT – Strategic & technical components THE HOW – The most efficient way to upgrade Q & As THE WHY - Under the hood of Sitecore 9
- 3. We are a global digital marketing and technology agency focused on customer engagement.
- 4. 4 • Sitecore Gold Partner, since 2003 • Over 200 Sitecore projects successfully delivered • 150+ trained Sitecore resources • 4 Sitecore MVP’s • Reusable Sitecore connectors built to extend the ecosystem • Industry accelerators and reusable frameworks SITECORE SPECIALISTS AN INCH WIDE, A MILE DEEP
- 5. SITECORE 9 THE WHY…
- 6. CX drives revenue. CX leaders’ average revenue outgrows laggards by more than double digits. 89% of businesses now expect to compete mostly on the basis of customer experience.89% Now to be truly competitive your company must become customer obsessed, which means you need to have deep knowledge of, and engagement with your customers. 6
- 7. Be Relevant or Lose Customers There is no middle ground. 70% of business buyers says it’s absolutely critical for companies to provide a personalized experience. 74% of business buyers conduct more than half of their research online before making an offline purchase. 75% of B2B buyers would purchase again from suppliers that offered omni-channel capabilities.
- 8. The Sitecore 9 Singularity CMS + EXM/MAP + xConnect
- 9. COLD LEAD WARM LEAD HOT LEAD Read Testimonial Download Whitepaper Access Gated Content Subscribe Newsletter Quote Calculator Top of Funnel Nurture Middle of Funnel Bottom of Funnel Watching Brief Influence MQL Marketing Automation/EXM Sitecore Engagement Value xDB/xConnect/BI Contact Sales DRIVE LEADS CONVERT LEADS MANAGE LEADS Connected Connected
- 10. Sitecore xConnect™ Integrate 3rd party customer data systems to/from xDB • Set of APIs and services to integrate data from 3rd party systems • Easy extract or stream using the OData industry standard • Model definition and deployment to a centralized configuration server. • Push and pull operations on contacts and interactions. • Automatic indexing of any contact, facet, interaction, or event • Operates across all Sitecore Experience deployment options • Sitecore Connect™ for Microsoft Dynamics 365 • Sitecore Connect™ for Salesforce CRM
- 11. Sitecore Email Tailor precision email marketing informed by the customer’s entire cross-channel experience Harness the insight of the entire customer journey, beginning with email open and click-through to website behavior and engagement, to goals and conversions Test every single component of a campaign to establish and optimize customer engagement A/B test, etc. 11
- 12. Sitecore Marketing Automation Enroll and evaluate in session and in real time Make decisions based on any data point, behaviour or time Perform visible and backstage marketing actions True omnichannel orchestration 12 Automate repeated activities to free up time Needs Image Duplicated icons
- 13. Sitecore Forms Forms that are reusable, and re-skinnable so can be made available across sites and devices Designed for marketers, enables easy Drag and Drop of fields onto the canvas to design for sites and devices Forms data helps to surface when your prospect starts looking like a customer Have a single view of your customers 13 Collect data of the highest quality at the right time and in the right context
- 14. Sitecore Cortex™ Combine advanced machine learning algorithms and an innovative machine learning engine to deliver real-time insights across both native and 3rd party customer data. •Decision tree learning - Sitecore Path Analyzer •Generic Algorithms learning •Personalization - measure outcome effect. •Cluster Analysis and Similarity Learning •Pattern Matching •Optimization (AB and Multivariate testing) Sitecore Cortex™ Dedicated engine for processing Sitecore ML algorithms at scale Segment/Audience Discovery Attribution Analysis Automated Personalization Send time optimization Other ML Processors
- 17. 17 2Week Outcome 60% Increase in Sales 40,000 New EDM Names 37K Completed Surveys 1.25 Million Facebook Hits 1.75 Million FacebookVotes More Likes than Major Banks
- 18. #SitecoreSYM Flying Blind Quick Business Wins 1:1 Marketing Revenue Engine Roadmap Engagement Analytics Easy Personalization Real Time Profiling AB Testing xDB Enabled CMS Updates Traffic Analytics Spray and Pray Ad Hoc Social Landing Pages CRM MAP SXC Core Contact DataCustomer Behavior Funnel Stage and Lead Score
- 19. SITECORE UPGRADE - THE WHAT…
- 20. 20 SITECOREINSTALLATIONS • Developer Workstations • Development Server • QA • UAT/Staging • Production CMS • Production CD • Prod Licenses • Non Prod Licenses • Temp Licenses during upgrade process
- 21. 21 SITECOREDEPENDENCIES • Sitecore Modules • WFFM • GeoIP Location Service • Marketplace Modules • Are they compatible with the version you are upgrading to? • Other third party components • Clay Tablet Upgrade • .NET framework (Microsoft Identity changes) • Marketo • Demandbase • Site Search
- 22. 22 SITECORECONFIGURATION • Document non-Sitecore web.config changes • Custom Setting sections • WCF Endpoint definitions etc. • Patch in Sitecore Configuration Changes • Ensure that the patching places your configuration where it needs to be in the new version • Show config file comes very handy (/sitecore/admin/showconfig.aspx)
- 23. 23 PERFORMANCE • Take Baseline metrics • Response time for top pages • CPU • Memory • Validate the Current Hardware meets the Sitecore 9.0 specification • Validate the Current Software (like Windows, SQL server etc.) meets the Sitecore 9.0 specification
- 24. 24 GO LIVE • Final Database Upgrade Timing • Content Freeze • Code/Config Deployment • Rollback
- 25. SITECORE UPGRADE – WHAT GOES BEHIND…
- 26. 26 COMPONENTSOF SITECOREUPGRADE • Database • Configuration • New Sitecore Files • DLL’s • /sitecore directory • Code Updates • Experience Platform • Processing • Session State • MongoDB Analytics
- 27. 27 LOCALUPGRADE • On a developer workstation or sandbox environment • Practice Upgrade Steps • Work with Sitecore Support on any errors • Use vanilla CM instances • Remove customizations – especially pipelines • Upgrade modules along with Sitecore versions • Document steps and problems • Upgraded database can now be used for developer changes • Re-enable customizations and test • Make necessary code changes
- 28. 28 RECOMMENDATIONS • Upgrade the databases using out-of-the-box Sitecore instances • Sitecore files and configuration should come from the Sitecore installer • Custom config should be patched in! • Don’t try to follow the pages of config changes – very error prone • Remember to remove Sitecore support files you might have • Typically these are hotfixes for a particular known issue • Remember to test both content management and content delivery • Don’t forget to review log files, both during the upgrade and after
- 29. 29 TIPS & TRICKS • Upgrade Sitecore regularly • I recommend at least once every 12-18 months • Planning is key for success • Engage a partner for help • Sitecore partners do upgrades all the time! • Practice helps – often based on content freeze and time it takes to upgrade, you will need to do the process several times • Engage Sitecore Support for issues you can’t google • Don’t use IE to run the upgrade • Modify the web.config/sitecore.config to increase timeouts
- 30. SITECORE UPGRADE - THE HOW…
- 31. 31 Upgrade is a stepping-stone, NOT the destination
- 32. KEY PHASES OF AN UPGRADE 32 Pre-upgrade planning & risk- assessment Upgrade execution & testing Ecosystem upgrade and growth plan
- 33. 33 RISKAREAS NOT TO BE IGNORED • Deprecated assemblies/Custom Pipelines • Difference between CM and CD instance • Third party integrations • Additional modules (WFFM, EXM, Commerce, xDB etc.) • Search • Content Freeze availability
- 34. 34 CONFUSION CREATORS • Step-wise approach Vs. Direct jump • Non-responsive to Responsive • MVC to Helix
- 35. APPROACH OPTION 1 - MIGRATION 35
- 36. APPROACH OPTION 2 - UPGRADE 36
- 37. APPROACH OPTIONS - TOOLS 37 Manual Sitecore Express Migration edynamic Auto vUpgrade
- 38. EDYNAMIC SITECOREAUTO-vUPGRADER 38 More than 20 successful upgrades delivered using Auto-vUpgrader
- 39. 39 Georgia-Pacific LLC is one of the world's leading manufacturers & distributors of pulp, paper, tissue, toilet and paper towel dispensers and related chemicals. G-P struggled for over past 4 months to upgrade multiple sites from Sitecore 6.6 to the latest version. Objectives • edynamic was hired by G-P to rescue its upgrade project after undergoing delays for months by the incumbent vendor. • Using our upgrade utility tool edynamic upgraded 13 sites from Sitecore 6.6 to Sitecore 8.1 within a record time of 1.5 weeks. • Test results showed minimal errors which were easily fixed after the upgrade. • All existing integrations remained intact. Outcomes Upgrade of 13 sites from Sitecore 6.6 to 8.1 within 1.5 weeks
- 40. EDYNAMIC SITECOREAUTO-vUPGRADER - DEMO 40
Notes de l'éditeur
- SA: When we think about a platform, and why Sitecore is building a platform, we need to go back to the beginning... Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. That is what drives us, what forms what we need to do and how we need to evolve our products to be able to help our customers grow and build those relationships with their customers, that becomes a lifelong relationship.
- SA: When we think about a platform, and why Sitecore is building a platform, we need to go back to the beginning... Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. That is what drives us, what forms what we need to do and how we need to evolve our products to be able to help our customers grow and build those relationships with their customers, that becomes a lifelong relationship.
- SA: When we think about a platform, and why Sitecore is building a platform, we need to go back to the beginning... Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. That is what drives us, what forms what we need to do and how we need to evolve our products to be able to help our customers grow and build those relationships with their customers, that becomes a lifelong relationship.
- Automation is critical to executing experiences at scale and can benefit the organization in many ways such as Applying consistency by improving workflow and optimizing messaging By increasing ROI with full visibility into efforts and easily attracting new users, thus converting them into leads, and nurture them through the sales funnel. And having a big picture view which will show a person’s relationship with your brand and making it easier to align your outreach. Sitecore marketing automation, not only has a drag and drop UI, but also the architecture to support many channels. Sitecore Marketing automation is laser focused on the ease of use for the marketer adding: Pre-loaded sample engagements and Native integration across all channels, and not just email
- Capturing prospect information at the key point when they might consider becoming a customer is vital to ongoing marketing efforts whether through Sitecore’s Marketing Automation and Email Experience Manager or through a third party system via xConnect or the CRM Connectors Purpose-built Sitecore Forms Designed specifically for marketers, the all new Sitecore Forms enables easy Drag and Drop of fields onto the canvas to design for sites and devices. Forms are reusable and re-skinnable, making time to market far faster when delivering content across other sites and devices. Data captured via Forms is captured and managed in xDB in real-time, providing marketers with richer data that enables greater personalization and in-context marketing.
- SA: When we think about a platform, and why Sitecore is building a platform, we need to go back to the beginning... Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. That is what drives us, what forms what we need to do and how we need to evolve our products to be able to help our customers grow and build those relationships with their customers, that becomes a lifelong relationship.
- SA: When we think about a platform, and why Sitecore is building a platform, we need to go back to the beginning... Sitecore’s vision is to empower organizations to build the effective - meaningful relations - that win customers for life. That is what drives us, what forms what we need to do and how we need to evolve our products to be able to help our customers grow and build those relationships with their customers, that becomes a lifelong relationship.
- CASE HEADLINE – BANK REAPS 60% INCREASE IN SALES / 37,000 COMPLETED SURVEYS / MORE “LIKES” ON FACEBOOK THAN MAJOR BANK ALL IN JUST 3 WEEKS WORK UNDERTAKEN BY ONE STAFF MEMBER 3 week “micro-site campaign called “Staffrooms for Improvement” Kids and parents give the school teacher a virtual apple every day, school with most apples wins a staffroom makeover valued at 20K KPI’s 20,000 players – capture 20,000 new names for DM Marketing intelligence through online surveys during game Game to “go viral” Increase in Facebook Likes
- Case Study available on www.sitecore.net