Skip to main content
U.S. flag

An official website of the United States government

Dot gov

The .gov means it’s official.
Federal government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on a federal government site.

Https

The site is secure.
The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.


M3 Framework Introduction M3 Framework Overview M3 Phase 0 - Assessment M3 Phase 1 - Readiness M3 Phase 2 - Selection M3 Phase 3 - Engagement M3 Phase 4 - Migration M3 Phase 5 - Operations M3 Resources
M3 Playbook > Phase 4: Migration
4.13 Configure Systems
4.12 Define Roles and User Access
4.14 Design and Develop Interfaces
Image Map Phase 0: Assessment Phase 1: Readinessf Phase 2: Selection Phase 3: Engagement Phase 4: Migration Phase 5: Operations
Objective: Configure changes and enhancements of system software, hardware, and documentation throughout the life cycle.

Phase 4 GuidanceLegend - Customer, Provider, Shared
Activities
1. Document Configuration Workbooks to understand data and system layouts (P)
2. Create baseline system configuration and execute unit test to validate configuration changes (P)
3. Assess and define batch jobs (P)
4. Define and verify business process controls framework (P)
5. Baseline and sign-off on functional and technical requirements (S)
6. Develop functional and technical specifications for enhancement based on requirements (P)
7. Code and unit test enhancements (P)
8. Validate the configuration and controls with customer Functional Subject Matter Experts (SMEs) (and Technical SMEs) to validate enhancements have met requirements (S)

Inputs
• Requirements Traceability Matrix (RTM)
• Target State Architecture Solution
• Technical Strategy
• Gap Analysis Report
• Configuration Management Plan

Outputs
• RTM
• Configuration Workbooks
Stakeholders
• Program Manager (P)
• Technical Lead/Solution Architect (P)
• Configuration Lead (P)
• Development Team (P)
• Functional Lead (C, P)
• Functional SME (C, P)
• Managing Partner/Service Area Sponsor (Service Area)

Best Practice
• Leverage functional specifications to support contact center team, test case, script development, training development, and user guide development
• Conduct Configuration Workbook validation after Conference Room Pilots (CRPs) to help the customer better understand the configuration options
• Consider hiring or staffing independent Enterprise Resource Planning (ERP) experts to provide unbiased configuration alternatives for the customer