
3.12 : Develop Technical Strategy
Objective
Develop IT strategy to define overall management and execution approach to system enhancements and implementation.
View Lessons LearnedRecommended Best Practices
Based on the Requirements Fit-Gap Analysis and finalized Target State Systems Environment, develop the Implementation Plan, including the approach for technical components:
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Shared
Agree to reporting and associated strategies including Business Intelligence approach and tools
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Shared
Agree to Interface Strategy
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Shared
Agree to Enhancement Strategy
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Customer
Agree to a Decommission Plan for legacy system decommissioning post migration
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Shared
Document development controls
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Shared
Document configuration and workflow strategy
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Shared
Agree to Configuration Management Plan and change request process
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Shared
Document Continuity of Operations (CooP) and Disaster Recovery Plan
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Shared
Agree to Test Plan
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Shared
Report updates in governance meetings and Status Reports/Dashboards
3.12 Lessons Learned
- Analyze early to identify which existing reports are still in use and must be included in requirements
- Minimize customizations; use low-code/no-code and configuration approaches to simplify maintenance and upgrades
- Use Test Plan to define testing strategy, scope, schedule, roles/stakeholders, required resources, and training approach.
- Establish an approach to train testers, define test items, and data requirements for testing.
Stakeholders
Recommended stakeholders, inputs, & outputs may vary by implementation; however, agencies that contributed to this Playbook reported these factors as increasing the likelihood of success.Customer
- Program Manager
- Business Owner
- Functional Lead
- Technical Lead/Solution Architect
- Interface Lead
- Data Conversion Lead
- Functional SME
- Technical SME
- Change Management Lead
- PMO Lead
Provider
- Program Manager
- Business Owner
- Functional Lead
- Technical Lead/Solution Architect
- Interface Lead
- Data Conversion Lead
- Functional SME
- Technical SME
- Change Management Lead
- PMO Lead
Inputs
- Requirements Traceability Matrix (RTM)
- Target State Concept of Operations
- Target State Systems Environment
- Decommission Plan
- Requirements Fit-Gap Analysis
Outputs
- Test Plan
- Configuration Management Plan
- CooP and Disaster Recovery Plan
- Interface Strategy
- Enhancement Strategy
- Decommission Plan
- Migration Plan
- Technical Strategy
- Status Reports/Dashboards