Product Ideation & Innovation Pipeline Workflow
Use this Tallyfy template to manage your product innovation pipeline from initial idea through market launch. Track new ...
20 steps
6 automations
Cloud Services ProductManagement
IT operations workflow for Tallyfy
Plan system upgrades that minimize downtime
Poorly planned upgrades cause outages and frustrated users. This 2-4 week workflow covers identification of what needs upgrading, timeline planning around business-critical periods, budget approval, execution with rollback plans, and post-upgrade review.
6 steps
2 automations
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign to your IT operations team with deadlines spread across the upgrade cycle for identification, planning, budgeting, execution, and review 2
Configure Tallyfy automations to notify stakeholders when maintenance windows are scheduled and alert teams when rollback procedures may be needed during execution 3
Track every upgrade in Tallyfy with documented lessons learned, updated warranty and support end dates, and new items added to the maintenance schedule Process steps
1
Software upgrade schedule steps
2 days from previous step
Follow this guide to help you schedule software upgrade:
Go to Settings
Software update
Scheduled software update and set the time you want the update done
2
Identify what needs upgrading
3 days from previous step
Review hardware, software, and systems for age and performance. What is out of support? What is causing problems? Prioritize based on risk and business impact.
3
Plan the upgrade timeline
5 days from previous step
Determine when upgrades should happen. Consider budget cycles, business-critical periods to avoid, and dependencies between systems. Build in buffer time.
4
Budget and approve
7 days from previous step
Estimate costs for each upgrade including licenses, hardware, labor, and training. Get budget approval before committing. Large upgrades may need phased funding.
5
Execute upgrades
14 days from previous step
Follow change management procedures. Test before deploying. Have rollback plans ready. Communicate with affected users. Document what was done.
6
Review and update schedule
21 days from previous step
After each upgrade, capture lessons learned. Update the schedule with new items as they come up. Keep track of warranty and support end dates.
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