In today’s data-driven business landscape, organizations rely heavily on efficient reporting tools to extract insights and make informed decisions. If you are currently using Qlik® NPrinting as your reporting solution, but seeking enhanced features, scalability, and improved user experience as well as cloud-ready usability, it may be time to consider migrating to Mail & Deploy.
Migrating from one reporting platform to another can seem like a daunting task, but with proper planning and execution, the transition can be smooth and rewarding. In this blog post, we will guide you through the process of migrating from Qlik® NPrinting to Mail & Deploy, helping you unlock a world of new possibilities for your reporting workflows.
From evaluating your existing Qlik® NPrinting environment to recreating reports, templates, and data connections, we will provide you with step-by-step instructions and best practices to ensure a successful migration. Whether you are a Qlik® business intelligence professional, an IT administrator, or a reporting enthusiast, this guide is designed to assist you in harnessing the full potential of Mail & Deploy.
Migrating from Qlik ®NPrinting to Mail & Deploy can be a smooth and efficient process if you follow the steps below:
- Evaluate Your Existing Qlik® NPrinting Environment: Begin by assessing your current NPrinting setup, including the reports, templates, data connections, and user permissions. This evaluation will help you understand the scope of the migration and identify any potential challenges or customizations that need to be addressed.
- Define Migration Goals and Requirements: Determine your migration goals and requirements for the Mail & Deploy implementation. Consider factors such as report scheduling, distribution lists, report templates, and data source integrations. This will help you create a clear roadmap for the migration process.
- Export Reports and Templates: In Mail & Deploy, you can work with your latest office templates from Qlik® NPrinting. Therefore, you need to export your existing reports and templates from NPrinting. This typically involves exporting the reports in a compatible format, such as Excel or PDF, along with any associated templates, images, or data connections. Ensure that you maintain the necessary metadata and formatting during the export process.
- Map Data Connections: Identify the data sources and connections used in your NPrinting reports. In Mail & Deploy, recreate these connections and ensure that the required data sources are accessible and configured correctly. This step is crucial to ensure the seamless retrieval of data for your reports in the new system.
- Make use of a Supporting app: Store all the extra properties for report creation and distribution in a Supporting app. Then you can use the Supporting App to feed Mail & Deploy with all the metadata.
- Rebuild Reports and Templates: Using the exported reports and templates as a reference, recreate them in Mail & Deploy. Leverage the intuitive interface and design capabilities of Mail & Deploy to replicate the layout, formatting, and data bindings of your existing reports. Take advantage of the additional features and customization options offered by Mail & Deploy to enhance your reports.
- Set Up Report Scheduling and Distribution: Configure the scheduling and distribution settings in Mail & Deploy to match your desired reporting frequencies and recipients. Define the distribution lists or individual recipients for each report and specify the delivery methods, such as email, file shares, or cloud storage.
- Test and Validate: Thoroughly test the migrated reports and templates in Mail & Deploy to ensure they function correctly and produce the expected results. Verify the data accuracy, formatting, and distribution settings. Conduct user acceptance testing to involve key stakeholders and gather feedback before finalizing the migration.
- User Training and Transition: Provide training and documentation to users who will be using Mail & Deploy. Familiarize them with the new interface, scheduling, and distribution processes. Communicate the migration plan and timelines to ensure a smooth transition from NPrinting to Mail & Deploy.
- Parallel Run and Decommissioning: Consider running NPrinting and Mail & Deploy in parallel for a specific period of 3 months to ensure a seamless transition and validate the accuracy and consistency of the reports. Once confident in the Mail & Deploy system, gradually decommission NPrinting and redirect all reporting activities to the new platform.
- Ongoing Support and Optimization: Provide ongoing support and optimization for Mail & Deploy users. Continuously monitor and fine-tune the reports, data connections, and distribution processes to maximize the value and efficiency of the Mail & Deploy implementation.
By following these steps, you can effectively migrate from Qlik® NPrinting to Mail & Deploy, ensuring a successful transition with minimal disruption to your reporting workflows.
Whether you are a small business, a growing enterprise, or a data-driven organization, migrating from Qlik® NPrinting to Mail & Deploy can be a game-changing decision that transforms your reporting capabilities. Get ready to streamline your reporting processes, enhance data visualization, and unlock the true potential of your data. Do not miss the opportunity to take your reporting to new heights with Mail & Deploy on-premise or SaaS!