The 90 days before a SITS upgrade: a playbook for registrars and CIOs
A SITS upgrade window that collides with enrolment, Clearing or statutory returns is the highest-risk event in the university systems calendar. The difference between a routine cutover and a crisis is almost always decided three months earlier.
01 / the situation
Why SITS upgrades fail before they start
Every registrar knows the feeling: the vendor release is scheduled, the testing window is already shorter than anyone would like, and somewhere in the background is an immovable deadline — enrolment, Clearing, a HESA return — that turns a slip from an inconvenience into a reputational event.
Most upgrade failures are not caused by the upgrade itself. They are caused by everything around it: undocumented local customisations, integrations nobody fully owns anymore, reports built directly against tables that are about to change shape, and manual workarounds that only exist in the memory of one long-serving member of the registry team.
The 90 days before cutover are where you buy back control. This playbook lays out what to do in each 30-day block — in the order that protects the academic calendar first and everything else second.
02 / days 90 to 60
Days 90–60: build the honest inventory
Before anything freezes, you need a truthful map of what the upgrade will actually touch. Not the diagram in the last project board pack — the real estate, as it runs today.
- List every integration that reads from or writes to SITS — CRM syncs, VLE feeds, timetabling, finance, accommodation, BI extracts. For each one, name an owner. If nobody owns it, that is the risk register's first entry.
- Catalogue local customisations: stored procedures, SRL-style reports, e:Vision personalisations, and any direct table reads built by teams outside the core systems group.
- Identify the single-person dependencies — the workflows only one member of staff understands — and document them now, while they are still available to ask.
- Pin down the immovable dates: enrolment windows, Clearing, statutory return cut-offs, exam board deadlines. Everything else in the plan orbits these.
- Confirm what the vendor release notes actually change in the schema, not just the feature headlines — table-level changes are what break reports and extracts.
03 / days 60 to 30
Days 60–30: freeze, protect, rehearse
This is the block where discipline pays. Two decisions matter more than all others: a genuine scope freeze, and a rehearsed rollback that people have actually seen work.
Freeze scope with teeth. Every late addition to an upgrade window is a wager against the academic calendar. Establish a change board — even an informal one — that can say no, and give the registrar the casting vote on anything touching student records.
Protect the integrations. If upstream systems (Salesforce, Canvas, timetabling) continue writing to SITS during cutover, you get the worst of both worlds: partial data and confused records. Decide which feeds pause, which buffer, and which can safely queue behind an integration layer — this is exactly where an event-driven bus earns its keep, absorbing writes while the core system is offline.
Rehearse the rollback. A rollback plan that exists only as a document is a hope, not a plan. Run the restore in the test environment, time it, and write down the decision point: the hour by which you either proceed or roll back, agreed in advance with the people who own the deadline.
04 / days 30 to 0
Days 30–0: cutover discipline
The final month is about communication and containment, not new work. Publish a plain-English freeze notice to affected teams: what stops working, when, and who to call. Schedule the cutover in the lowest-impact window the calendar allows — and staff the go-live weekend with the people who built the inventory in days 90–60, not whoever happens to be on rota.
Define "done" before you start: a short list of smoke tests that prove the student record lifecycle still works end to end — registration, module association, fee assessment, one statutory extract. If any of them fails, the rollback decision is already made; nobody improvises at 3am.
05 / after go-live
The stabilisation fortnight
Plan for two weeks of heightened support after go-live, even when the cutover is clean. A daily fifteen-minute triage standup — registry, systems, and someone who can reach the vendor — catches the slow-burn issues: a report subtly miscounting, an integration replaying stale events, a workflow quietly falling back to spreadsheets.
Log every workaround that appears during this period. They are the honest signal of where the system still fights the organisation — and they become the backlog for the next phase of improvement rather than permanent folklore.
06 / when to bring in help
What external support should actually look like
External help at this stage should reduce your risk, not add to it. The useful kind arrives with a fixed scope, works alongside your team rather than around them, and leaves behind the inventory, runbooks and integration maps as deliverables you own — not knowledge that leaves when the contract does.
This playbook reflects delivery inside UK university registry and systems teams — including student record migrations to SITS and multi-platform integration estates. See the context in our university systems modernisation work and the higher education practice.
Sources
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