How to Move to Automic SaaS When You Upgrade in 2025

May 20, 2025

How to Upgrade Automic Automation in 2025

Considering using your automation upgrade as an opportunity to move from Automic On Prem to SaaS? We’ve got what you need. The basics are below, but for a deep dive, you’re gonna want to check out our white paper on Automic SaaS Best Practices and Pitfalls. 

Enterprise automation isn’t what it used to be. What started as batch jobs now stretches across hybrid cloud and microservices.

Automic leads the pack, recognized by Gartner for stitching mainframes to containers. But while on-prem Automic gives you total control, it’s a lot of responsibility. Enter: Automic SaaS – same muscle, less maintenance. 

Strategic Planning for Automic SaaS

Moving to SaaS? Think beyond infrastructure savings:

  • Updates are automatic
  • Scale is elastic
  • IT gets time back


Total cost of ownership includes more than hardware. Measure people hours, downtime, and compliance risks. Then, prep your internal environment:

  • Is your team cloud-savvy?
  • Are your integrations ready?
  • Is leadership onboard?

Document job volume, user counts, critical paths, SLAs – anything that might bite later. Oh, and don’t skimp on a Project Manager. Someone needs to steer the ship.


Automic On-Prem vs SaaS: What Changes?
In SaaS:
  • You lose SSH access, gain scalability
  • Engine config is locked down – no risky edits
  • Agent management simplifies (but isn’t identical)
  • Broadcom handles infra; you handle content

Trade-off? Less control, more peace of mind. You’ll adapt.


SaaS Implementation Framework
Start with architecture:
  • Clients
  • Security groups
  • Agent layout

Then deploy agents with certs/tokens and test with dummy jobs. Port integrations over (or rebuild them cleanly if needed). Define user roles early, not as an afterthought. Apply folder structure discipline and clean house while you’re at it.

Documentation isn’t optional.

Training guides, escalation paths, how-to logs – future you will thank you.


Common Challenges

Biggest speed bumps:
  • Admins adjusting to Client 0 lockdown
  • Funky integration hiccups
  • Business continuity during migration

Solutions:

  • Document required variables
  • Test integrations individually
  • Migrate in phases, not a big bang
  • Freeze changes to on-prem during go-live


Shift your operations mindset. You’re not rebooting boxes anymore – you’re managing service escalations.

We go deep into the challenges orgs face in our white paper: Automic SaaS: Best Practices and Pitfalls, available here. 


Post-Go-Live Optimization
Optimization doesn’t end with go-live:
  • Automate alerts and tracking
  • Tweak job timing
  • Analyze resource trends

Run retrospectives. Look at success rates, time savings, staff workload. Keep an enhancement backlog. Adopt self-healing workflows when you can.


ROI tracking isn’t just for show:

With SaaS, you can achieve better ROI.

  • Fewer outages
  • Less admin time
  • Faster releases
  • Real business impact

Want to know more about how to navigate a move to SaaS? Check out our white paper here. 

The RMT Advantage - Automic Expertise

Robert Mark Technologies has implemented Workload Automation 1,500+ times. We’ve helped giants like Nike and Netflix get it right. Our four-phase method (discovery, planning, execution, optimization) keeps things smooth.

Extras include:

  • Custom training
  • 24/7 monitoring
  • Legacy upgrades

You can outsource the hard stuff or use us as an extension of your team. Either way, your automation matures alongside your business.


Conclusion

Going SaaS isn’t just tech – it’s a mindset. Prep well, document everything, and embrace the new model. With RMT in your corner, your Automic upgrade won’t just work – it’ll win.

Why RMT? Glad You Asked:

  • 1,500+ successful automation projects: That’s not a typo. We’ve done this more times than you’ve had “quick 5-minute meetings” turn into hour-long debates
  • 25+ years of expertise: We were automating things when dial-up internet was still considered cutting edge
  • Zero tolerance for upgrade failure: We’re like helicopter parents, but for your automation environment

 

Here’s How We Make Migration Magic Happen:

  • Comprehensive assessment: We’ll x-ray your automation setup (metaphorically – no radiation involved)
  • Strategic roadmap: A custom plan that makes Google Maps look amateur
  • Seamless execution: We handle everything from A to Z (and all those pesky letters in between)
  • Ongoing optimization: Because launching is just the beginning of the adventure

The RMT Difference: We’re not just consultants – we’re your automation sherpas. We’ll guide you through the upgrade wilderness with the confidence of someone who’s made the trek 1,500+ times (and counting).

 

Ready to Sleep Better at Night?

Book a free feasibility discussion. We’ll get the lay of the land, in terms of your scope, compatibilities, and existing systems and workflows.

Then we’ll erase your concerns about disrupting business critical operations.

Don’t wait for your environment to drop passive-aggressive hints about its retirement. Let’s plan your upgrade today.

FREE UPGRADE TRAINING

Automic v.24: The Transition You Can't Miss

[WEBINAR] What’s New in Automic v.24: The Transition You Can’t Miss


The countdown is on! With Automic v21 reaching its End of Service this September, now is the time to upgrade. In this live webinar, we’ll guide you through your upgrade options, help you choose your upgrade path, and share essential best practices to ensure a smooth transition to v.24 (On Prem or SaaS).

You’ll Learn:

  • How to choose the right upgrade path for your specific environment (e.g. why the UTF-8 database change is crucial for your migration strategy)
  • Key differences between Automic v.24 and SaaS, and how they impact your operations
  • Expert tips for a hassle-free upgrade

Don’t wait until it’s too late – watch now to ensure your app stack stays optimized with Automic.

More in Workload Automation (WLA)

Not sure what fits your business needs? Get free consultation!

Managing Workload Automation environments is all we do, and we do it well. We’re happy to help.

In this article:
Thinking about Automic SaaS? It’s not just about ditching hardware. It’s about automatic updates, elastic scale, and giving IT teams their evenings back. This guide covers what really changes when you move from on-prem to SaaS - plus best practices, common challenges, and how to stay optimized post-go-live. Pro tip: document everything and never underestimate the power of a good Project Manager.
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