As you can imagine, customer and community response about SiteCatalyst 15 has been tremendously positive. Everyone is eager to upgrade as soon as possible; and well…they should be. Did you notice that the number of your Idea Exchange ideas we’ve implemented went from 42 to 101 with last week’s release? So, back to the question, what do you need to do before you upgrade? Read on.
Many of the new SiteCatalyst 15 features are possible because of improvements to the way data is processed. On your upgrade date, your data is processed differently from that date forward. As a result, segmentation, Unique Visitor counts for arbitrary time periods, unduplicated metrics in classifications, and full subrelations on all conversion reports (to name a few) will be available from your upgrade date forward. If you run a report from before your upgrade date, you’ll see something like this.
With that backdrop, let’s talk about how to upgrade. Here are the steps.
1. Get more information on v15. We’ve provided an outstanding (if I may say so myself) guide to walk you through the upgrade process. The Upgrade Guide is available in SiteCatalyst under Help > What’s New > SiteCatalyst 15 Upgrade Guide. If you do nothing else today, read this (I mean the PDF, not this screen shot).
2. Check with stakeholders. Because we’ve improved the calculation of certain metrics, those metrics will change slightly as of your upgrade date. Check with a few key SiteCatalyst data consumers in your organization to identify the best season or month to take on those changes.
3. Notify your Account Manager. After you’ve read the documentation and are ready to upgrade, let us know. Your AM can provide an initial assessment of whether you’re likely to upgrade in the next few months. During the first few phases of upgrades, we’re looking for specific types of customers, customers that we can ensure will have an excellent upgrade experience, and that will help us learn how to accelerate the upgrade rate. If you’re not currently a candidate, let your AM know that you’d like to upgrade as soon as an opportunity arises. He or she will keep you on the upgrade list and notify you when a slot opens up. (You won’t need to check back regularly, as indicated in the original version of this post.)
We’re working very carefully to ensure that the upgrade to SiteCatalyst 15 is an excellent experience for everyone. We’ve had a very thorough beta, and now we’re keeping track of the first wave of customers to learn what can make the process better for other customers upgrading. We’ll sand out any rough spots and gradually accelerate the number of customers who upgrade each month.
If you have any questions, feel free to post them here or check with your AM.