April 16, 2015
Considerations for upgrading your Sitecore version
There has been much publicity around Sitecore’s latest releases, version 7.5 and version 8, which come with significant advancements in marketing and customer experience management. For many organizations, the decision to and justification for upgrading can be challenging, especially if their current build is stable and daily operations are running smoothly. This document will act as a guide for organizations so that they can understand the benefits, risks and associated costs of upgrading to Sitecore version 7.5 or version 8.
Sitecore versions in brief
The following table outlines the key differences and advancements in the most commonly deployed versions of Sitecore as of Q1 2015, with the timeframes of each major and minor release. Generally, Sitecore releases a minor update once or twice a quarter, and a major update twice a year, with the latest two, 7.5 and 8.0, released in quick succession.
For more detail on the enhancements in each version, see Appendix A.
Sitecore Major Version |
Distinguishing Features |
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6.5 - 6.6 “second generation DMS” |
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7.0 - 7.2 “content scalability” |
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7.5 “analytics scalability” |
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8.0 – 8.1 “next generation experience management platform” |
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Key upgrade opportunities
Depending on which version you’re currently using, and which you wish to upgrade to, there are many opportunities that come from moving to newer versions of the product. That said, with opportunity comes the need for investment, so we’ve attempted to divide these opportunities into efficiency improvements and functional enhancements.
Efficiency improvements
Fixing ongoing pain points
Each minor release of Sitecore contains multiple fixes for the most common pain points in the day-to-day operation of a Sitecore website:
- Resolution of browser compatibility issues and bugs in Sitecore editing interfaces, particularly if your organization stipulates the use of a specific browser
- Efficiency improvements to the publication process – both smarter logic and faster performance
- Better support for multi-environment and remote deployments
Increasing independence of the marketing team
Historically, content management systems strived to enable content authors, while removing IT staff from day-to-day operations with the web presence. That change results in added ROI and allows those IT resources to focus on areas of the business where their expertise could add real value to the organization.
With Sitecore’s increasingly sophisticated marketing features, this efficiency can extend to enabling marketers to configure and publish personalization rules, content tests and engagement plans without a developer’s support (assuming the build has been architected to support it).
Cloud deployment efficiencies
The latest versions of Sitecore fully support deployment of both content management and xDB to the cloud, with Sitecore Azure and hosted xDB offerings. This change allows organizations to outsource the complexity of procuring, configuring and maintaining newer technologies such as MongoDB, especially in high-traffic scenarios.
Keeping up with online channels
Newer versions of Sitecore offer faster and better integrated ways to test your website and campaigns against numerous mobile devices, email clients, spam checkers and more.
Improvements to content search
With Sitecore version 7.0 and later, the new search API and search interfaces offer a vastly superior experience, with high-performing indices and facets for filtering results. This holds particular advantages for content authors sharing a library of assets, especially in a content repository scenario where a distributed group needs an efficient way to share digital media.
Moving to a provider-based architecture
Newer versions of Sitecore support a more flexible provider-based architecture, abstracting the interface between Sitecore and search engine, e-commerce and media platforms to allow different platforms to be swapped in. If your organization has already invested in an existing such platform, this architecture would support a more streamlined integration with Sitecore.
Keeping up with developer tools
A Sitecore development team’s efficiency can be greatly improved with application lifecycle management, continuous integration tools and development frameworks which each have their own improvement roadmaps. Staying up-to-date with Sitecore means your developers can use the latest tools and access support and training that may no longer be available for older tools.
Functional enhancements
These are upgrade benefits that introduce significant new capabilities to your marketing team’s toolkit, but require some investment in training, planning and deployment. That said, the impact on hard metrics such as Cost per Lead, when using Sitecore, may demonstrate a higher ROI on the (relatively) low cost of upgrading.
New arsenal of marketing capabilities
This is arguably one of the biggest benefits to upgrading Sitecore. If you’ve laid the groundwork of a well-designed, responsive website, you can now use that website as a strategic marketing tool – reaching multiple channels and audiences, understanding visitor behavior and truly embracing a culture of continuous optimization. See further details in Appendix A.
Advantages for lead nurturing and customer service scenarios
The Experience Profile is particularly powerful in scenarios where an individual-level view of a customer or prospect can be leveraged, such as in a lead nurturing scenario by a CRM or where public sources could greatly streamline a salesperson’s process. Alternatively, it could be used in a customer service scenario, where aggregating the visitor’s website behavior with other datasets allows for personalization and could potentially influence the prospect.
Newly supported modules
With Sitecore 7+, organizations can leverage an increasingly broad and sophisticated set of modules and add-ons to support solution requirements and marketing activities, with the existing modules showing the improvement incrementally in tandem. A few examples include:
Coveo for Sitecore has released a Free Edition of its search engine for Sitecore 7+
Federated Experience Manager allows organizations to track and personalize non-Sitecore powered websites, using the Sitecore Experience Platform, for Sitecore 7.2+
Sitecore Commerce is available for Sitecore 7.2+
Opportunity for redesign, rebuild and/or infrastructure upgrade
The question of upgrading brings with it an opportunity to assess the state and versions of underlying infrastructure and add-ons. Many organizations take the opportunity to modernize infrastructure and rebuild their solution with refreshed branding; if the solution is a few years old it may need to be re-architected to fully support new Sitecore features.
Improved flexibility for multi-lingual websites
If you serve localized and/or multi-lingual content, the newest version of Sitecore gives you more flexibility to display a different presentation for different versions of the same item. Previously, if you had a content item with an English version and a French version, the presentation layout was shared between them. Now, you can specify a different layout for each, allowing a more customized user experience for each language and/or localized brand.
The risks of not upgrading
Once you’ve established a stable implementation and a well-trained team who are comfortable with daily tasks, the prospect of upgrading may cause some hesitation.
What are the risks if I get too far behind the latest version?
- With Sitecore, you are running software on a plethora of underlying support infrastructure, each with its own lifecycle and roadmap, such as Windows Server, SQL Server and the .NET Framework. If you get too far behind with either Sitecore or its underlying systems, you may find support for older versions decreasing.
- NB: With Sitecore specifically, there is a Product Support Lifecycle that is important to take into consideration. For example, Mainstream Support for Version 6.6 ends December 31, 2015.
- You may be tolerating issues that are resolved in later versions; most commonly, browser compatibility issues and publishing issues often find resolution with newer versions.
- The longer you wait to upgrade, the higher the probability that your build will require additional tweaks to adjust to updated Sitecore APIs and features. That said, if you’ve waited long enough, you may find your upgrade can be pitched with a broader redesign or rebuild that starts fresh with the latest version.
- Certain add-on modules such as Web Forms for Marketers or Email Campaign Manager (from Sitecore and from third parties) may not be compatible with your older version, as the innovation and development always trends toward the newest versions. Check this module version compatibility chart and keep an eye on Sitecore Marketplace updates for any modules you use from there
How can I mitigate these risks?
- If possible, ensure you have a properly architected, forward-facing build. Sitecore is a highly flexible platform, which is a developer’s dream, but this also means there are numerous ways to design the underlying architecture for the same published result. The two most important principles are:
- Design clean abstractions, business layers and integration tiers so API calls and objects can be easily updated or swapped out in a minimal number of places
- Design a DMS-friendly, component-based architecture. Marketing features such as personalization and A/B testing are configured on individual sublayouts within placeholders, and rely on swapping out either the datasource or rendering. Ensure your pages are cleanly component-based with content and logic driven by datasource items as much as possible.
- Include a rhythm of upgrades in your budget forecasting. Generally, we recommend at least a yearly assessment of upgrade cost and benefit, and a major upgrade every 1-2 years.
- Invest some time in keeping up-to-date with Sitecore’s product roadmap and taking incremental training steps with your marketing team, so training on the new concepts is less of a jump.
- If you use a lot of Sitecore or Marketplace modules in your solution, keep an eye on their relative upgrade paths and support lifecycles.
Upgrade timeline
Our recommended approach for major upgrades includes the following activities. Upgrading Sitecore generally involves a series of incremental upgrades, database schema updates and concurrent module upgrades.
- Upgrade dress rehearsal performed locally on a copy of the build
- Upgrade book written to guide the process in the client’s environment, outlining ordered steps per Sitecore and instructions on any obstacles, customizations and prerequisites as encountered in the dress rehearsal
- Assessment and implementation of necessary fixes to support the new version (if any). Examples may include:
a. Adjustments for API changes and breaking changes
b. Impact on business process flows - Quality assurance performed on local copy
- Assistance to client in scheduling necessary downtimes and content freezes
- Application of upgrade on client environment Sitecore instances
- Guidance on required new infrastructure configuration to support the xDB
Generally, this can be performed over a period of 2-4 weeks, depending on the complexity of the upgrade and number of client instances.
Other areas of investment to maximize ROI of the upgrade:
- Training for developers and marketers on the new version, its interfaces and any new modules that will be used
- An “accelerator” engagement supported by a partner to take first steps with the new marketing features
- Fostering an executive-supported culture of measurement and continuous improvement
The return on investment
The sections above have outlined key areas of “softer” return on investment, chiefly outlining benefits, costs and risks of upgrading your Sitecore deployment in support of making the case to necessary stakeholders. It is more difficult to quantify a hard ROI number on an upgrade, as each organization’s goals, processes and solutions will widely vary.
There are a few metrics that can be used to assemble a calculation, if necessary. Organizations should frame the upgrade ROI by focusing on solving a specific issue or process, such as improving content author efficiency or reducing cost per lead, and by tying efforts to top-line growth. The heavy lifting will come from establishing baselines of performance to forecast improvements.
To establish baselines and project improvements, organizations should look to embrace a culture of measurement and ongoing optimization in order to regularly track calculation metrics over a specific time period, such as Cost Per Lead, Publishing Time, or Content Author Time-on-Task. Sitecore’s whitepaper Five Ways to Demonstrate Clear ROI outlines five strategies for exploiting Sitecore’s capabilities as such.
To establish investment costs, organizations should consider the TCO of the upgrade over the same period of time. These costs will likely include:
- Upgrading the solution
- Implementing new features
- Training and culture shift
- Infrastructure upgrades, if necessary
Making the effort to begin consistent measurement can result in concrete financial gains. Tracking and acting upon engagement metrics, centralizing cross-channel performance data within the product, and using this information to optimize your site(s) really works, as explored in Sitecore’s whitepaper, Marketing Gold: Connecting Integrated Multichannel Marketing with Business Growth.
For a more in-depth review of overall Sitecore ROI, also see The Total Economic Impact Of Sitecore CMS, a Forrester ROI study commissioned by Sitecore, evaluating the total economic impact and potential return on investment that enterprises may realize by deploying Sitecore CMS.
Other resources
Here is a collection of articles and blog posts that provide further information on Sitecore 7.5 and Sitecore 8, the xDB and considerations when upgrading or implementing.
- Sitecore 8 release – Sitecore’s newly launched Developer Portal where the software and documentation for Sitecore 8 can be accessed.
- Upgrading to Sitecore 7.5 / 8 – A Nonlinear blog post that provides further detail on upgrading.
- Sitecore 8 as a leap to strategic marketing – Nonlinear thoughts on Sitecore 8’s progress towards a full customer experience management platform.
Appendix A - Detailed progressive enhancements
The following table outlines more detail on the most helpful and impactful enhancements for each version starting at v6.5. Please see SDN for full Release Notes on each version:
- Version 6 Changelog
- Version 7 Changelog
- Version 8 Changelog
Please note that multiple issues are resolved with each new release, particularly around browser compatibility, interface bugs, performance issues and security vulnerabilities.
Version |
Key Enhancements |
6.5 |
DMS 2.0 released
Page Editor improvements
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6.6 |
New supporting applications
Developer goodies
|
7.0 |
Content Scalability
Search improvements
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7.1 |
Developer goodies
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7.2 |
Publishing improvements
Developer goodies
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7.5 |
Introduction of Sitecore Experience Database (xDB)
Developer goodies
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8.0 |
Introduction of next-generation Experience Platform
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