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Decide If I Should Upgrade my E-mail Platform

Info-Tech Research Group, March 2010


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Rock the Enterprise E-Mail Boat with Care

Your Challenge

- E-mail vendors release more upgrades than are actually required, which creates pressure to upgrade twice as frequently.

- Decisions to upgrade are often complicated by new features, major infrastructure changes, and new deployment options.

- This solution set helps organizations understand new features, infrastructure requirements, and changes in delivery methods to assess upgrading.

Our Advice

Critical Insight

- E-mail platforms require significant infrastructure investments. ROI is rarely achieved in the typical, three-year vendor product lifecycle. Being one version behind, for a few years, is not a bad thing.

- New features alone don't warrant an upgrade each time a new platform is released. Instead, discontinued support and lack of integration with other apps/systems should be key upgrade considerations.

- Emerging alternative delivery options, such as SaaS are game changers in the e-mail market and can be key upgrade factors.

Impact and Result

- Learn about the new versions of enterprise e-mail platforms, and decide if an upgrade is warranted, deferring unnecessary investments.

- Compare upgrading from one version to the next, and identify opportunities for leapfrogging to ensure longevity of the decision and maximize ROI.

- Compare the different TCOs of the available delivery options, over the expected lifetime of the platform, to select the most cost effective solution.

Get to Action

1. Get the whole picture.
Determine when an upgrade is needed.

- Storyboard: Make the Decision to Upgrade to MS Exchange 2010

2. Assess the features and functions found in newer versions.
Decide if they are appropriate for the organization at this time.

- What's New in Exchange 2010?
- Exchange 2010: Don't Upgrade for E-Mail Archiving Alone

3. Identify the infrastructure requirements of newer versions.
To gauge the additional costs of upgrading, beyond just software licensing.

- Infrastructure Impact of Exchange 2010

4. Choose a delivery method.
Compare the TCO of available deployment options, such as on-premise, on-demand/SaaS and traditional hosting, and select the most cost-effective solution.

- Exchange Server 2010: Off-Premise or On-Premise?
- How-To: Exchange 2010 Upgrade TCO Calculator
- Exchange 2010 Total Cost of Ownership Calculator

5. Evaluate the upgrade paths.
Choose the optimal upgrade path for the organization.

- Exchange 2010: Transitioning from Exchange 2003
- Exchange 2010: Transitioning from Exchange 2007
- Upgrading from Exchange 2003 to Exchange 2010



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