Presentation by Diana Budreau and Wilkin Shum on February 5th, 2016. Are you considering moving your NAV or CRM solution to the cloud? This session will walk you through the steps you'll need to take to make sure it's the right decision, get your organization ready, and build a project plan to ensure that the move is a success.

1. ALTUS ALLIANCE 2016
The “Need To Know”
about transitioning
from on premise to
the cloud.

2. Your Presenters:
Diana Budreau
Client Success Director
Wilkin Shum
Technical consultant & IT
Administrator

3. Agenda
• So just what is Cloud again?
• Technical must knows
• Which cloud is right for you?
• Transitioning your existing license and version
• Other Considerations

4. What is Cloud?
• Centralized Computing
• Private Centralized Computing
• Cloud Computing
• Reliability
• Scalability
• NO hardware costs
• You Pay What You Need

5. Product of Cloud Computing

6. Technical stuff you must know
about the Cloud:
• How flexible?
• Increase computing power and Storage in a few minutes at any time.
• How reliable?
• Storage, database, network, and servers are set to be redundant and
high-availability.
• Where is your data stored?
• 2016 Microsoft is building Canadian Data Centre (Azure) for Canadian
Customers.
• Is it safe?
• All services and data are isolated.
• Your company can only access what you subscribed for.

7. Single Tenant VS. Multi-Tenant
• Pros – Single Tenant
• Reliability
• Easy to Migrate from SaaS to
Self-Hosted
• Flexibility on Security Roles and
Customization
• Upgrade Time Frame are
controlled by Customer
• Pros - Multi-Tenant
• Lower Monthly Cost
• Lower Start up Cost
• Quick/Easy Setup
• Easier to Upgrade/included
• New features and Security
Roles are added in each
release.
• Shorter Testing period

8. Single Tenant VS. Multi-Tenant
Cons – Single Tenant
• Higher Setup Cost
• Higher Monthly Cost
• Takes longer time to setup
• Takes longer time to upgrade
and test all the
customizations
Cons- Multi Tenant
• Solution shared between
tenants
• No Customizations
• Security Roles are shared
• New features and Security
Roles are added in each
release.
• Upgrade Controlled by Altus

9. Pricing Considerations
• Canadian Cloud – no exchange rate
• Cloud services are “ALL IN” (Server, services are included)
• Your internal IT costs are reduced or re-allocated
• Average multi-tenant costs are $515, per user per month
• Average single tenant costs are $620, per user per month

10. Pricing Considerations
Based on 6 users
Description
Existing On
Premise
Single Tenant
Cloud
Multi Tenant
Cloud
Up front license purchase 60,744.00 NA NA
Annual Costs 24,297.60 NA NA
Cost per user, per month 625.00 515.00
Total Costs over 5 years 182,232.00 225,000.00 185,400.00
Up front - Server Costs 15,000.00 NA NA
Annual - IT professional Services 30,000.00 NA NA
Total Cost over 5 years 165,000.00
ALL IN - 5 year cost 347,232.00 225,000.00 185,400.00

11. Upgrades – How do they work?
• Whether on Premise or Cloud:
• Always Plan
• Recognize customizations and impact
• Always Test
• Prepare staff
• Pick the right time
• Training & Testing should always occur
• On Premise and Single Tenant – Consultant and web-based
• Multi-Tenant – web-based

12. Upgrades – How do they work?
• What’s different on the Cloud
• No server planning, costs and effort
• IT will focus on the staff accessibility
• Quickly learn what is new and dive in
• Easier Change Management
• Constant efficiency improvements
• More frequent access to the latest features and functions

13. Upgrades – How do they work?
Description
Existing On
Premise
Single Tenant
Cloud
Multi Tenant
Cloud
Planning ### ## #
Upgrade Frequency 2 years 2 years 4 to 6 months
Staff Effort ### ## #
IT Team Involvement ### # (Minimal) # (Minimal)
Testing ### ### # (Minimal)

14. Transitioning your existing license
• On-Premise -> Private Single Tenant
• Uses same license
• Concurrent users still exist
• Azure licenses are purchased
• Same Software Annual fee structure
• On-Premise -> Multi-Tenant
• Now using new Multi-tenant license
• Access to the functionality you pay for with your fee
• Users become named users – all users need access

15. Transitioning your existing license
• On-Premise -> Private Single Tenant
• Transition planning normally occurs as part of an upgrade
• Customizations allowed
• No Functionality Change (with the exception of new features)
• Upgrades proceed as normal
• Evergreen applies
• On-Premise -> Multi-Tenant
• Careful Planning
• No Customizations, only standard cheque, PO etc.
• Solution is upgraded regularly as part of your costs

16. Adding Functionality
• On-Premise -> Private Single Tenant
• Product add ins / adding users allowed
• Customizations allowed
• New integrations allowed
• Implementation of new product allowed
• On-Premise -> Multi-Tenant
• Anything your user fee provides can be implemented
• You can upgrade to a larger solution offering to gain more functionality
• You can add users at any time
• No external product add in
• No new customizations or integrations allowed

17. Planning your transition
• Basic considerations are:
• Budget required
• Timing
• Effort
• IT impact
• Change Management

18. Budget
• Single Tenant
• Planned as part of a regular upgrade, typical upgrade costs apply
• Annual fees are still due
• Reduced effort of IT EFT’s, especially going forward
• Multi-Tenant
• Annual fees no longer apply
• Plan to discontinue your existing annual fee
• Plan to introduce a new per user based fee

19. Timing
• Single Tenant
• Can occur anytime
• Best to occur with an upgrade
• Where possible, plan around YE, Audits, etc.
• Plan as part of an IT review, new server requirements etc.
• Multi-Tenant
• Best to occur 4 to 6 months before next annual fee renewal
• Upgrade has to occur and the relevant effort needed
• Plan this around server deactivation/IT changes

20. Effort
• Single Tenant
• Normal upgrade effort required, all traditional steps followed
• Some Change Management
• Transition easier for 2013+ clients
• Multi-Tenant
• Some added Upgrade effort required due to all standard
• More personalization is likely to occur
• Plan how to manage the Change Management
• Transition much easier for clients with little or no customizations

21. IT Impact
• IT administrators can focus on user experience
• Application Management
• Workflow Management
• Network Management
• Vendor Management

22. Cloud Change Management
• Goal: to manage change in a way that employees can cope and
not to force or impose change
• Lead by example
• Frequent Communication
• Hold an “All Hands” meeting and review the plan well in advance
• Be prepared to answer questions and alleviate fear

23. Other Cloud Considerations
• Office 365
• SharePoint Online
• One Drive For Business
• Skype For Business (LYNC)
• Yammer (Social Network For Business)
• Azure
• Active Directory Management (Azure AD)
• Create Single-Sign On for more secure user login experience.
• CRM Online

24. ALTUS ALLIANCE 2016
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requeststous.

25. ALTUS ALLIANCE 2016
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27. Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics