There is no one right approach and an enterprise needs to balance all the options with the business needs and overall deployment strategy. Through experience, ConverterTechnology has identified some process best practices that are applicable. Planning is the initial key to success.

The following are the basic approaches to the upgrade process:

Approach	Description	Advantages	Challenges
Big Bang	Upgrade all Desktops, and remediate and convert all files at once	No Compatibility Mode Links all updated at once	Deployment window Help Desk Window Training
Phased Approach	Upgrade desktops, and remediate files in phases. Phases can be geographic or business related. After the last phase is complete, convert all files.	Deployment Window Help Desk window spread out. Training spread out	Deployment Window Help Desk window spread out Training spread out

At a high level the aspects of the planning need to include the following critical areas:

Discovering files

Taking an inventory of the network and identifying "Business Critical*" files defines the files to convert and migrate. This is the first and most critical part of the entire project.

*"Business Critical" can be defined many ways.  Determining the potential status of a file is to look at the "last modified date" on a file and set time limits associated with the file's last use (for example, for a file to be in-scope it must have been modified at least once in the past 14 months).  An alternative is to define business critical as those files that have an assigned Recovery Time Objective (RTO) and Recovery Point Objective (RPO) from a disaster recovery perspective.  We recommend looking at a variety of factors in the context of other knowledge about the business that we collect through an information gathering process with project stakeholders.

Defining the scope

Upon completion of the file discovery, a determination can now be made to define the scope of the number of business critical files and the types and severity of errors likely encountered.

Copying the files to a lab

A collection of the files identified can now be copied to a lab environment where the files can be staged for the next step. This is an obvious advantage as opposed to updating the files in a production environment.  
Note: ConverterTechnology can make recommendations as to the appropriate size of a lab environment based on the collection data.

Scanning and converting

Scanning - Identifies which files are likely to be problematic and how difficult they will be to repair.
Converting - Updates and repairs files so they are compatible with new environment.

Fixing “problem” files as needed

In the lab environment, files that did not remediate in the initial scan and convert process can be validated and verified through testing and manual remediation where necessary

Testing

In the lab environment, testing the files requires checking that the remediation of the files accomplished the desired result where the files function as intended.

Redeploying files to the production

After remediation, the files may be re-deployment or activated in the production environment.

Deploying Office

Once the files are re-deployed, the new version of Office is ready for deployment.