System Upgrade & Maintenance Schedule Workflow

A structured workflow for IT operations and DevOps teams to plan, schedule, and execute system upgrades and maintenance windows. Estimated time: 2-4 weeks per upgrade cycle. Includes stakeholder notifications, change management procedures, and post-upgrade reviews to minimize downtime and ensure smooth deployments.

6 steps 2 automations

Process steps

1

Software upgrade schedule steps

2 days from previous step
task
Follow this guide to help you schedule software upgrade: Go to Settings Software update Scheduled software update and set the time you want the update done
2

Identify what needs upgrading

3 days from previous step
task
Review hardware, software, and systems for age and performance. What is out of support? What is causing problems? Prioritize based on risk and business impact.
3

Plan the upgrade timeline

5 days from previous step
task
Determine when upgrades should happen. Consider budget cycles, business-critical periods to avoid, and dependencies between systems. Build in buffer time.
4

Budget and approve

7 days from previous step
task
Estimate costs for each upgrade including licenses, hardware, labor, and training. Get budget approval before committing. Large upgrades may need phased funding.
5

Execute upgrades

14 days from previous step
task
Follow change management procedures. Test before deploying. Have rollback plans ready. Communicate with affected users. Document what was done.
6

Review and update schedule

21 days from previous step
task
After each upgrade, capture lessons learned. Update the schedule with new items as they come up. Keep track of warranty and support end dates.

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