Project Delivery Process D896

D896 - Conduct Final Production / Data Control Review

DEFINITION

Confirm that the production and data control staff are prepared for the implementation of the new system.  Prepare and distribute additional system documentation if necessary.

SUMMARY

The purpose of this activity is to conduct a final review with the production and data control staff focusing on:

• balancing procedures
• data entry procedures
• run request procedures
• retention rules
• run parameter options
• control report frequency, media, volume and distribution requirements.

PATH PLANNING GUIDANCE

Optional - may be included in the work for Decision to go Live - Process D900.

DEPENDENCIES

Prerequisites (Finish-Start):

• Plan, prepare and conduct technical tuning and volume testing - Process D810
• Define, plan and agree handover / cutover - Process D830
• Plan and instigate phased transition to live operation and support and phasing out of Project Team support - Process D870
• Prepare and instigate operators’ instructions, procedures and manual - Process D720
• Implement 'live' client systems - hardware/software - Process D662
• Implement live communications & network - Process D664
• Implement 'live' server systems - hardware / software / database - Process D666
• Set up, transport and verify live configuration - Process D668

Prerequisites (Finish-Finish):

• Plan, prepare and conduct operations training - D770

Dependent procedures (Finish-Start):

• Decision to go live - Process D900

RECEIVABLES

• (none)

DELIVERABLES

• Production / Data Control Final Review

TOOLS

• (none)

DETAILED DESCRIPTION OF TASKS

A final review is conducted with the production and data control staff focusing on:

• balancing procedures
• data entry procedures
• run request procedures
• retention rules
• run parameter options
• control report frequency, media, volume and distribution requirements.

All parties need to accept that the system is sufficiently well implemented to be sustainable during live running.  This does not mean that it must be faultless.  In fact, it is common for there to be many minor flaws in the operational set up and procedures at this time.  The key point is that the system can be operated safely within the anticipated operational requirements and user needs.

Information sources:

• operations management
• system documentation and procedures
• installation standards and procedures
• operations manual
• detailed deployment (migration) plan
• operations staff system final review.

Content of the documentation may include:

• agenda
• presentation/review materials
• results of meeting.

It would normally contain reports, procedures documents, charts, diagrams, and text.

Responsibilities:

Project Mgt	Reviews team members’ work and assists in scheduling technical support review sessions.
User Coord	Reviews team members’ work.
Tech Mgt	Participates in production and data control reviews, recommends additional procedures, activities or documentation necessary to support the production system.
Team/IR	Prepares final review and support materials, conducts system implementation review meetings with technical support staff and assembles, copies and distributes any additional technical support documentation required.