M3 Playbook > Phase 3: Engagement 3.14 Develop Technical Strategy 3.13 Finalize Target State Systems Environment

3.15 Prepare Data for Mock Conversions (Data Cleansing, Data Mapping

Objective:

Develop the IT strategy to define the overall management and execution approach to system enhancements and implementation.

Phase 3 Guidance

Activities

Based on the fit-gap analysis and finalized Target State Systems Environment, develop the Migration Plan, including the approach for technical components: 1. Develop reports strategy including BI development standards and tool analysis (S) 2. Develop Interface Strategy (S) 3. Develop Enhancement Strategy (S) 4. Update plan to decommission systems post-migration (C) 5. Document development controls (S) 6. Document configuration and workflow strategy (S) 7. Develop Configuration Management/Change Request Process (S) 8. Document Continuity of Operations (CooP) and Disaster Recovery Plan (S) 9. Develop Test Plan (S) 10. Report updates in governance meetings and Status Reports/Dashboards (S)

Inputs • Requirements Traceability Matrix (RTM) • Target State Concept of Operations • Target State Systems Environment • Decommission Plan Outputs • Test Plan • Configuration Management Plan • CooP and Disaster Recovery Plan • Interface Strategy • Enhancement Strategy • Decommission Plan

Stakeholders • Program Manager (C, P) • Business Owner (C, P) • Functional Lead (C, P) • Technical Lead/Solution Architect (C, P) • Interface Lead (C, P) • Data Conversion Lead (C, P) • Functional SME (C, P) • Technical SME (C, P) • Change Management Lead (C, P) • PMO Lead (C, P)

Best Practice

• Conduct a thorough analysis early to determine which existing reports are still in use and need to be included in requirements • Minimize enhancements, leverage bolt-ons where possible, to help ease patch/fix application and upgrade path