Sage 300 CRE

Scope of Work
The consultant will evaluate current versions, verify upgrade readiness, and lead or support upgrades from the existing instances to the recommended target versions. Below is the full list of systems involved.
Current Versions
• Sage 300 CRE: 18.4.1
• MyAssistant: 18.4.0.0
• Estimating: 19.12
• Replicator: 18.4.1
• Paperless: 2020.0.0.11
• eTakeoff: 2.18.8.2
• eiDynamics: Unknown
• Pervasive Database: 12.11
• Microsoft SQL: v12 and v13
Target Recommended Versions
• Sage 300 CRE: 23.2
• MyAssistant: 23.1
• Estimating: 23.1
• Replicator: 23.2
• Paperless: 2023.x
• eTakeoff: Unknown (consultant will assess compatibility)
• eiDynamics: Unknown (consultant will assess compatibility and vendor requirements)
• Pervasive Database: To be assessed
• Microsoft SQL: v15
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Key Responsibilities
• Review the current Sage 300 CRE ecosystem and confirm upgrade paths for each module.
• Identify prerequisites for upgrading to 23.x versions of Sage 300 CRE and related applications.
• Validate whether the candidate has prior experience executing these specific version upgrades.
• Assess compatibility for eTakeoff, eiDynamics, Pervasive DB, and SQL Server versions.
• Create and manage an upgrade plan, including timelines, risks, backups, and testing.
• Coordinate with internal IT teams to ensure minimal downtime.
• Execute upgrades or provide step-by-step guidance.
• Perform post-upgrade validation and troubleshoot any issues.
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Required Experience
• Proven background upgrading Sage 300 CRE environments from v18 or v19 to v22 or v23 levels.
• Hands-on experience with MyAssistant, Estimating, Replicator, Paperless, and eTakeoff upgrades.
• Strong understanding of SQL Server migrations, particularly to SQL 2019 (v15).
• Familiarity with Pervasive Database version requirements for Sage environments.
• Ability to document issues, steps, and resolutions clearly.
• Experience working with construction and real estate industry clients is preferred.
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Nice to Have
• Experience troubleshooting eiDynamics integrations.
• Prior work with Sage Paperless 2020 to 2023.x upgrade paths.
• Knowledge of best practices for phased rollouts and environment validation.