Our comprehensive upgrade assessment successfully addressed the challenges. Our team of experts incorporated user workshops, business process mapping discussions, and a top-down analysis approach throughout our upgrade analysis. We successfully integrated these insights by not only developing a roadmap for a new custom .NET solution, but also upgrades needed for the infrastructure and several standalone solutions in PowerBI and .NET report designers to tackle the PB report distribution complexities, which seamlessly connected with S21 to meet our client’s needs. Additionally, we implemented a comprehensive change management tool from the beginning, which supported code integration, automation, change management, and evidence tracking. These strategies significantly enhanced our ability to deliver effective and efficient upgrades.