I’m currently in process of an upgrade from Vantage (Progress) 8.03.410 to E10.2.200. I opted to use Epicor’s Cirrus program and do the “self-serve” option. That basically means Epicor will give you 3 “passes” or upgrades for about $3,500, IIRC. And that’s it. They will support you through the process, but not assist you with the upgrade itself.
Each pass results in two SQL databases being available for download: a “vanilla” db that only has your data and nothing more – no custom BAQ’s, no form/screen customizations, etc… just data. And the second version of your db generated after each pass will have your customizations, etc.
Support will help you. For example, due to our Product Configurator, we had some fields containing data wider than the db schema allowed (clueless on how that could happen). Support looked at my db and wrote me a few conversion programs to run on the Vantage side prior to performing another upgrade pass – and it was a “free pass” until I got my data to E10 correctly once.
I’m not sure how many modules you have or how large/transactional your current E9 db is, and if you have a lot of bolt-on apps like Manifest or Service Connect… obviously each customer is a different scenario. We use Epicor as it was intended to be used, therefore we don’t have a ton of bells-and-whistles and crazy customziations in Vantage. I may have 20~ custom Crystal Reports and BAQs, Maybe about 25 BPMs mostly for email notifications, and perhaps about 30 customizations, however most of those were work-arounds; therefore I may only have a 10 customizations in E10 needed.
We’ve been on Vantage for 11 years and we’re at about 25 users. I had considered a “fresh”, new E10 install and then use DMT to populate the master tables rather than a laborious upgrade process, but once Cirrus came out it was a NO-BRAINER for me… DMT costs more than Cirrus. Plus, added bonus, I get to keep my 11 years worth of historical data (sales, finance, etc.).
I’m taking my vanilla db and piloting on that version without all of our “stuff”. Because E10 offers many more features than Vantage, many of our customizations, enhancements, BAQ’s, etc, may already now exist in E10 or it may just be easier to recreate whatever you need in E10 rather than trying to rely upon your upgraded stuff – it might be a little flaky. Plus, some of our customizations were actually bug fixes or workarounds in Vantage – probably (hopefully) not applicable in E10.
I’m uncertain on your Epicor and SQL experience, but I will say the process is documented nicely. Not perfectly, but you will be able to plod through it with a bit of trial-and-error and learning-on-the-fly.
If I feel I end up requiring assistance, then I can choose to give my CAM a ring for a SOW on a task I’m stuck on. For example, I may need help with Product Configurator, so I may reach out to Epicor or another party for some consulting or hand-holding.
Good luck, feel free to reach out to me with any other questions.