Preparing for Your Betterworks NextGen Upgrade
This article provides administrators with recommended resources to help plan, communicate, and validate their organization’s upgrade to Betterworks NextGen.
If you have questions at any point during your upgrade, contact your Customer Success Manager or email support@betterworks.com.
NextGen Upgrade Resources
Use the links below to download customizable templates and guides that support communication, enablement, and testing throughout your NextGen rollout:
NextGen Quick Guide – Company-wide upgrade announcement template
NextGen Manager Guide – Manager-specific overview of changes and expectations
NextGen Employee Guide – Employee-facing overview of the NextGen experience
NextGen Testing Guide – General use-case testing guide to confirm expected behavior
NextGen Communication Templates – Sample email templates for upgrade communications
Public API NextGen Customer Guide – Public API NextGen Customer Guide
NextGen Integration & API Upgrade Overview – Integration & API-related preparation checklist
Resource Details
The sections below provide additional context on how and when to use each resource.
NextGen Quick Guide
A customizable PowerPoint template designed to help announce the NextGen upgrade to your organization. It provides a high-level overview of what’s changing and what users can expect.
Recommended for: Initial company-wide communications
NextGen Manager Guide
A customizable PowerPoint template intended for people managers. This guide focuses on manager workflows, what’s changing in NextGen, and how managers can support their teams during the transition.
Recommended for: Manager enablement sessions and team lead communications
NextGen Employee Guide
A customizable PowerPoint template designed for employees. This resource introduces the NextGen experience and highlights key changes employees should be aware of ahead of the upgrade.
Recommended for: Employee-facing communications and self-guided review
NextGen Testing Guide
A general-use testing guide that outlines common workflows and use cases to help confirm expected behavior in NextGen prior to launch.
Recommended for: Pre-launch validation and internal testing
NextGen Communication Templates
Sample email templates that can be used to notify managers and employees about the upcoming upgrade, important dates, and what to expect.
Recommended for: Scalable, consistent communications across teams
Public API NextGen Customer Guide
A technical guide for customers with custom API integrations that outlines NextGen API changes across Conversations, Feedback, and Goals. Learn what has changed, required integration updates, and best practices to ensure compatibility with the NextGen platform.
Recommended for: Customers and developers maintaining custom API integrations with Betterworks
NextGen Integration & API Upgrade Overview
A high-level overview of the integration and API changes introduced with the NextGen upgrade. Use this guide to understand re-authentication requirements, API modernization, recommended actions, and what to expect during and after migration
Recommended for: Administrators, integration owners, and customers preparing for a NextGen migration.
Need Help?
If you have questions about your NextGen upgrade or need guidance on how to use these resources, contact your Customer Success Manager or email support@betterworks.com.
Attached Resources:
Betterworks_NextGen_Quick_Guide.pptx
Betterworks_Communication_Guide_Templates.pdf
Betterworks_NextGen_Manager_Guide.pptx
NextGen_Upgrade_Testing_Checklist.pdf
Betterworks_NextGen_Employee_Guide.pptx