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Through its impressive experience with 3DEXPERIENCE Upgrade projects, Processia has developed a tailored turnkey 3DEXPERIENCE Upgrade approach through a proprietary delivery framework resulting in improved quality, cost and efficiency.

Processia 3DEXPERIENCE Upgrade projects are based on a solid framework enabling the efficient and transparent upgrade of customer solution to the latest product release with minimal business disruption.

The delivery model is based on Processia’s exceptional long term acquired experience in 3DEXPERIENCE upgrades and associated challenges.


Minimal Business Impacts

  • Agile, inspired project approach resulting into sequential build drops allowing business to adapt to changes
  • Early highlight of conflicts in code and data. Mitigation proposals within workshops
  • On-Site live solution walkthrough for each delivered build and sprint
  • Hands-on validation support and feedback gathering
  • Reduced go-live downtime through proprietary deployment accelerator tools
  • Early identification of customization conflicts through proprietary code and schema analysis
  • Conflict resolution through scalable mitigating solution with impact assessment

Latest features value enablement

  • Early workshop on latest features and improvements
  • Enablement of features through configurations and education
  • Merge latest features within existing customizations

Reduced Total Cost of Ownership

  • Optional customization migration to “Unified Typing” approach
  • Optional migration to “Baseline Behavior”
  • Configuration of latest features and decommissioning of existing customizations
  • Code improvement for future release upgradability

Efficient Data Migration / Uplift

  • Proprietary tools to accelerate the speed of customer data conversion to the latest application schema
  • Automated data migration/Uplift for predictable results and exception logging of candidates for data cleansing

Predictable and risk averse Go-Live

  • Go/NoGo criteria, automated deployments, deployment checklists with acceptance criteria and smoke testing
  • On-Site “War Room” for go-live support and critical issues resolution post go-live
  • Efficient communication and transition plan

Transparent Project Progress monitoring

24/7 web accessible project dashboard:

  • Tasks assignments, planning and status
  • Risks register and assignments for mitigation
  • Meeting minutes
  • Planned deployments schedules
  • Outstanding issues and history of resolution
  • Burndown rates


  • 24/7 web accessible Test Management Platform for access to test campaigns, test cases and testing results
  • Continuous integration for overnight automated deployment validating latest builds changes
  • Code configuration management for real-time tracking in each project environment
  • Automated deployments for reproducible procedure and limited human errors
  • Multi-stage validation cycles governed by a testing strategy
  • Full code traceability for ease of regression identifications and impacts assessments



Initial project phase consisting of the project kick-off and project environments and tools setup such as staging the customer environment in Processia infrastructure and enablement of continuous integration and automated deployments. The Web portal for project tasks and issues monitoring is activated and the customer is trained.

Environments Setup

Customer environments for the targeted releases are installed and pre-configured, ready to received the upgrade builds.

Detailed Design

In some case, the ouf-of-the-box product evolutions results into gaps or conflicts with customer customizations and requirements. This is usually identified as part of a preceding Processia Upgrade Blueprint assessment which results into a strategic agreement on High Level Design for gap mitigation.  The detailed design allows to dive deeper in the implemented changes by highlighting the functional process changes and the implementation approach. This allows customers to fully understand and apply some final adjustments for approval on expected changes. This also allows extended business to forecast the expected change and plan updates to existing user documentation on which Processia can also optionally help.

System Uplift

This is the initial technical implementation phase in which the existing code and schema (application and database) are upgraded, customization conflicts resolved and all components validated through compilation process. In order to improve quality and reduce risks of regressions,  the project team execute proprietary Processia automated merging tools to pre-process the changes. Final merges are then executed manually following a best practice. The resulting build is packaged with Processia proprietary automated deployment tools for preliminary smoke testing and is delivered into customer environments.


Data Conversion

Customer data is transformed and uplifted to the latest application schema. In cases of high data volume and major application schema changes, the underlying data migration processing results into unacceptable business environment downtime. For those specific cases, Processia provides additional optional proprietary tools to bypass some performance limitations and accelerate the data conversion rates.

Use-Cases Uplift

Each feature listed in the use-case registry (refer to Processia Upgrade Blueprint Offering) is tested and final fixes are applied.  This phase delivers multiple sequential software builds in an agile inspire delivery mode. This allows the business community to validate the core features early and provide feedback while also supporting business transformation. At the end of this use-cases uplift phase, all features in scope are tested and stabilization is in progress.

Latest FixPack Integration

In the cases of complex projects having a longer timeline, the opportunity is taken to introduce the latest available fixPack near the end of the project. This is done just prior the final validation & stabilization and allows the customer to go-live on the latest available fix-pack. Processia team leverages their proprietary merging tools to integrate the latest 3DEXPERIENCE functional fix pack minimizing risks of regressions.

Validation & Stabilization

This phase is initiated by complete regression testing, which can be monitored by the customer on the Web based Test Management Platform. Regressions are identified and fixes are scheduled. This is then followed by customer validation through an iterative process going from IT Team testing down to conference room pilot testing and end users UAT. Processia is supporting daily status touchpoint for issues clarifications and prioritization. Raised issues and their resolution process can be tracked within the web based issue tracking system, which is tailored for upgrade project specific needs.


Deployment plan is defined and approved between all parties in order to carefully plan the detailed go-live logistics and associated acceptance criteria. Cycles of dry-runs are executed to mimic the go-live process and identify any outstanding risks or issues. Finally, go-live is coordinated, final smoke-testing is executed and end-users are redirected to the upgraded environments. Processia team is on-site and engaged in a “War Room” approach to efficiently resolve any critical issue. Prior to go-live, hand-over of the updated maintenance instructions is delivered to the maintenance team or the AMS team (refer to Processia Application Managed Services offering). In some case, failover testing and load testing is executed. Processia optionally proposes its proprietary load testing system to simulate multiple scenario of users ramp-up across customer geography in order to test under load all layers of the 3DEXPERIENCE platform.

Post Go-Live Support

Customer is supported through a warranty period in which potential issues can be raised and are resolved. Optionally an hyper care period is proposed with on-site end-user support.


Functional Consulting
Functional Consulting
The functional consultant documents the use cases, functional specifications, test plans and scenarios, and supports the customer’s end-users throughout the project implementation and deployment.
Project management
Project management
The project manager ensures the successful planning and the flawless execution to deliver on time and within budget.
Software Development
Software Development
The software developer is involved in the definition, design, implementation, documentation, integration, testing, and support of reliable and reusable software solutions, addressing functional and business requirements alike.
Solution Architecture
Solution Architecture
The solution architect is responsible for analyzing and translating business information and technical requirements into the architecture and design of the solution.
Systems Administration
Systems Administration
The system administrator performs the installation, administration and configuration of the required operating system, network servers and PLM related software for the realization of customer projects.

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