At some point, you're going to need to upgrade the technology you use to run your business. In many situations, you can simply buy a new computer (or other item), install the new software, transfer your key data files, configure your network and/or Internet access and be good to go. However, before going into the future, you need to make sure you preserve the past by archiving key documents and files – and not just on computers, but "smart phones" that often contain critical customer contacts.

Before upgrading, take into account these key things:

1. Which hardware or software you'll need to upgrade
2. Whether you can meet the hardware specifications of any new software you purchase
3. How you can backup your data
4. How you can transfer your data to the new model
5. How you can continue running your business with the old system if something unforeseen goes wrong

Action Steps
The best contacts and resources to help you get it done

Find the right solution

Sometimes you don't have to upgrade. Remember that it's only essential to upgrade to a new piece of hardware or software when it contains critical features you're currently missing. There are times when a new version of a piece of software will perform more slowly on your existing computer system. Make sure you choose the right upgrade for you.

I recommend: Unless you're computer-savvy, it usually doesn't pay to be an early adopter of new technology. Check out reviews at c|net, ZDNet, and Amazon.com before you decide to upgrade.

Back up your business data

To ensure critical business data isn't lost, make print copies of key files, transfer data to another computer that currently works, back up data to an external hard drive, transfer data to a USB 'thumb' memory-based drive, or burn your data to DVD or CD.

I recommend: Your most risk-free solution for PC upgrades is to use an application that lets you copy your entire hard drive with all your data and settings intact. Check out PCMag.com's software backup reviews or go with one of the top solutions in this space: Norton Save & Restore or Acronis True Image.

When In Doubt, Call in the Pros

Because we're talking about your business here, sometimes it pays to hire experts rather than risk your livelihood. Hire a local, knowledgeable information technology consultant.

I recommend: Check out GeeksOnTime or other techie on-call services in your local listings.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  Before you start any upgrade, make sure you consider a worse-case scenario – and then evaluate your level of risk before you begin.