A short planning session helps you understand what’s changing and what it means for your environment before the update reaches production.
Why This Matters
When updates are handled after they go live, it usually shows up the same way.

Something looks different.
The alternative is to look at the update before it hits production.
So if something doesn’t behave as expected, you catch it early, not in the middle of a busy day. And you can take advantage of improvements instead of discovering them later.
What We Do in the Session
01.
Review new and updated features and
focus on what’s relevant to your business
02.
Look at your upgrade timing and adjust it if needed
03.
Make sure your sandbox is ready so testing can begin
04.
Walk through what should be tested based on your workflows, extensions, and customizations
05.
Talk through any areas that could impact your environment and align on next steps
The goal is simple.
You're informed, tested, and confident
before your production update runs.
Reactive or Proactive.
Same update.
Different experience.
You can deal with changes after they hit your environment.
Or look at them ahead of time and know what to expect.
A short planning session helps you review what matters, test what
needs attention, and move forward with a clear plan.
If you’d like to take a look at this before the update hits your environment, we can walk through it with you.