Workshop implementation and follow-up

Completed

The Cutover strategy workshop will be facilitated by the solution architect, but the expectation is that the implementation team will present the cutover strategy information. Each section of the agenda should be assigned an owner within the implementation team. At the beginning of each section, that owner should present an overview or summary of the scope and plans, including designs that apply to that aspect of the cutover plan. When all topics in the planned agenda have been discussed, the remainder of the time should be reserved for questions and answers with the solution architect.

During each session, participants should expect discussion about the scope and approach. As part of that expectation, the solution architect might provide some guidance directly within the meeting. However, these sessions are not intended to be design sessions but rather review sessions. The provided feedback might alter the current plan or design, but the detailed work in those areas will be conducted by the implementation team after the workshop.

Cutover strategy outputs

The output of the Cutover strategy workshop is a findings document. This findings document is a response to information that has been provided as preparation for the workshop or during the workshop.

Generally, these findings will be one of three types:

  • Assertions - These findings relate to specific aspects of the cutover strategy that the solution architect wants to call out as significant. These assertions are factors that might not represent a specific risk or issue but are foundational to the cutover and should be noted because, if changed, they will have significant impact. These assertions might relate to specific scope items, design aspects of the cutover strategy, or implementation approach or technique.

  • Risks - These findings represent an aspect of the solution or implementation approach that constitute a risk that should be tracked on the project. These risks could relate to existing plans, approaches, or designs that have an observed potential for negative outcomes. They could also be related to areas of the cutover that have not been adequately explored yet, and as such, represent a risk that something unexpected could come up. These findings will be accompanied by a statement of what is viewed as a risk along with recommended mitigation steps.

  • Issues - These findings represent an aspect of the cutover strategy or implementation approach that constitute an issue that is negatively impacting the implementation, or if not corrected, will have a negative impact in the future. These findings will be accompanied by a statement of what the impact is or will be, along with recommended resolution steps.

The findings document will be distributed to the customer and partner organizations, and a meeting will be held to review the findings in detail. The document will go to the implementation leadership and executive sponsors in both organizations. In some cases, these findings documents can be lengthy, in which case, an executive summary that highlights key and critical findings is provided for better consumption by executives.

Cutover strategy follow-up

After the Cutover strategy workshop has been conducted and the findings have been reviewed, those items that have been identified as risks and issues, and their associated action items for mitigation and resolution, will be managed to completion as part of the overall engagement.

Identified issues will often have an impact on the ability to successfully go-live. These issues will need to be resolved prior to the go-live readiness assessment and the deployment of a production environment.

Risks and their associated recommended mitigations can be managed according to the overall strategy of the cutover, but they will be monitored throughout the project. Risks that are not mitigated might be realized later as issues that could also affect go-live.