Blue 9 Overview & Upgrade Summary

Note - This article focuses on planning and execution (5–10 minute read).

What Blue 9 represents

Blue 9 is a modern feedback intelligence platform that unifies data collection, analytics, and insight generation into a single, secure ecosystem.

It is designed to help organizations move from collecting feedback → acting on insight at scale.

What to expect (upgrade experience)

• Your data, reports, and projects are preserved
• Explorance coordinates the upgrade with your team
• Your workflows continue with improved structure and capabilities
• The transition follows a clear, guided process

Blue 9 introduces a simplified structure:

• Blue Home (central user experience)
• Blue Administration (project management)
• System Administration (security & configuration)
• Home Administration (user experience control)

Why this matters now

As Blue 8 approaches end of support:

• No new capabilities will be introduced
• Security and compliance risks increase over time
• Operational flexibility is limited

Transitioning to Blue 9 ensures continued innovation, support, and compliance.

Business impact

Faster decision-making

Combine quantitative metrics with qualitative insights (MLY integration) to understand both what is happening and why.

Improved operational efficiency

Automation and centralized workflows reduce manual effort and accelerate execution.

Unified data across the organization

All feedback data is consolidated into a single platform, eliminating silos and improving alignment.

Stronger security and compliance

Modern authentication, centralized user management, and accessibility alignment (WCAG 2.2 AA).

Future-ready platform

Built for scalability, integrations, and continuous innovation across Blue, BlueX, and MLY.

What stays the same

• Your existing data, projects, and reports remain intact
• Core evaluation workflows continue
• Your investment in Blue is preserved

What improves immediately

• Project overview page for readiness checks
• Modern user experience (Blue Home)
• Enhanced dashboards and reporting
• Qualitative + quantitative analytics
• Improved security and authentication

How the transition works

The transition is a structured process:

1. Review transition materials
2. Complete preparation checklist (Admin + IT)
3. Schedule upgrade with Explorance
4. Validate post-upgrade

Explorance works with your team to ensure a controlled and predictable rollout.

What your teams need to do

Leadership

• Align on timing and priority
• Assign an internal owner

Administrators

• Validate data and project timing
• Prepare configuration review

IT teams

• Confirm SSO, SMTP, and URL readiness

All responsibilities are clearly defined in the transition guides.

• Blue 8 to 9 Transition Guide - Blue Administrators (Checklist & Overview)
• Blue 8 to 9 Transition Guide - IT Administrators (Checklist and Responsibilities)

Proof of continuity

• Existing reports remain consistent
• Archived and active data are retained
• Upgrade is managed with Explorance coordination

Recommended next steps

1. Review:
   • Admin Transition Guide (What to expect + checklist)
   • IT Transition Guide (Responsibilities + checklist)
2. Align internal stakeholders
3. Contact Explorance to schedule your upgrade