Team
▢ Ensure you have the right team in place with the proper Adobe Commerce certifications and skill sets.
Budget & Timing
▢ Use the Adobe Commerce release schedule to plan your next upgrade and prepare ahead of time.
▢ Discuss which version you think you’ll adopt (full or security-only) based on anticipated needs.
▢ Set aside a budget and team capacity for the upgrade.
Third-party Integrations
▢ Review current Adobe Commerce third-party integrations and their maintenance windows for the year, and consider aligning upgrade work with your maintenance schedule.
Scope & Deployment Planning
▢ Early access activities
- Partner participates in Beta
- Beta release note review.
▢ Agree on budget, timeline, scope.
▢ Run the Upgrade Compatibility Tool
▢ Consider using the upgrade to address issues identified by the Site Wide Analysis Tool.
▢ Document dependencies and any technical stack changes required, such as PHP or Elastic Search versions.
▢ Gather project team with Adobe Commerce certifications.
▢ Create stakeholder communication plan.
▢ Plan maintenance window if downtime is anticipated.
▢ Review and approve the testing strategy; consider using the Adobe Commerce test framework or a third-party automation suite.
▢ Confirm that all extensions and customizations are compatible.
▢ Review and update the post-launch playbook; to be used if issues are discovered during or after the upgrade.
Post Deployment
▢ Monitor site for issues – performance, order processing, analytics, and others.
▢ Perform an Adobe Commerce security scan or other third-party scan and review potential security vulnerabilities.
▢ Perform a retrospective with all stakeholders and document what went well and what didn’t and how to improve.
▢ Modify your plan for the next upgrade with lessons learned.