My first transition plan post, Tech Tuesday – My Family Tree Maker Transition Plan: Phase 1 encompassed the first phase of my project, identifying my requirements both mandatory and optional, addressing cleaning up my database and preparing my data for import into my selected evaluation programs. I have scheduled execution of Phase 1 of my plan to begin on Friday, January 15, 2016. I have decided to devote Friday mornings to completing all the activities required by my plan. I will document and try to post my experiences.
The second post, Tech Tuesday – My Family Tree Maker Transition Plan: Phase 2 described activities designed both to analyze which GEDCOM file I will use for my imports to other programs and to collect some preliminary results from all the imports.
In this my third and final post of this project plan, I get to do a lot more work and make some tough decisions. This third and final phase completes the project through live testing, analyses of results and final selection of my FTM replacement software through the following activities:
1. Using the file that imported with the least errors in each program, fix all remaining errors
The last activity in Phase 2 should provide me with the best and cleanest candidate GEDCOM file to use for live testing. During this activity, I plan to fix any remaining errors found in Phase 2, if feasible, prior to starting live testing.
2. Test each program and document results
In Phase 1, I created a list of requirements, identifying them as either mandatory or optional. Each requirement will necessitate a specific scenario that can be tested in each evaluation program. During this activity, I plan to design and document a test scenario for each requirement. I will then execute the test scenario in each evaluation software alternative, documenting my results. In some cases this may be simple pass or fail; in other cases more clarification may be needed. I have added one recently discovered program to my evaluation list: Family Tree Builder 7. My test list now reads:
All of the above programs are the paid, registered versions and all are the Windows version. I will be testing in both the Windows 7 & Windows 10 Pro 64-bit operating systems using Office 2010 (Win7) and Office 365 (Win10) with Internet Explorer 11 (Win7 & Win10) and Edge (Win 10) as my browsers.
3. Analyze live test results and make final software selection
First, I will review my live test results and eliminate any program that did not meet my mandatory requirements. I hope that there will be a few programs left to analyze. My goal will be to identify that single program that can become my primary genealogy software database and data entry. I will probably retain most of the other software programs to use, as previously, for unique reports or features not found in my primary program. In addition, I will determine when I will do the actual transition to the newly selected software—this may or may not be at the conclusion of this evaluation project.
Writing this phase of the transition plan alerted me to the fact that upon completion I will have a new project to plan—the actual transitioning of all my FTM databases to the new software.
As you can tell, I tend to be a planner. I like to know where I am going and how I am going to get there prior to starting the journey. Are you a planner, too or do you just like to wing it? If you are a planner, was any of this project plan (Phases 1, 2 and 3) useful to you?
*Family Historian 6 – Copyright by Calico Pie Limited
*Ancestral Quest 14 – Copyright by Incline Software, LC
*Brother’s Keeper 7 – Copyright by Brother’s Keeper
*Heredis 2015 for Windows – Copyright by Heredis / BSD Concept
*Legacy 8.0 Deluxe – Copyright by Millennia Corporation
*Roots Magic 7.0 – Copyright by RootsMagic, Inc.
*Family Tree Builder 7 – Copyright by MyHeritage Ltd