14. Transition Methodology
Strategize Define Design Develop Demonstrate Deliver
Activitiescompriseof:Planning
andConsultativediscussions
Pre/ Due Diligence Design Plan
Knowledge
Transfer [KT]
Volume Ramp-up
Steady State/
BAU
• Data Gathering &
process
understanding
• Data on skillset,
infra, facility,
metrics, SLA, KPI,
challenges
• Design ‘To Be’
operating model
• Commence hiring
• Prepare SoW
• Plan for Knowledge
Transfer
• Prepare detailed
project/ training
plan
• Publish governance
/ review plan
• Conduct training
• Certify users
• Hands on Training
• Develop Operating
procedures/
Guidelines
• Production work in
live environment
• Report Daily /
Weekly metrics
/performance
• Handle day to day
work
• Publish Daily/weekly/
monthly dashboard
Review & sign off on plane
• Explain process
• Provide data -
Volume, metrics,
SLAs,
• Review & sign off
documents
• Provide Inputs for
the To be model
• Review & sign off
To Be operating
model
• Provide Inputs for
the training plan
• Review & sign off
on plans
• Conduct training
• Review & sign off
• Certify users
• Provide feedback
• Quality check
• Provide feedback /
clarification
• Parallel processing
during phased
volume ramp up
• Monitor & provide
feedback
• Provide volume
forecast
Key Deliverables
• Offshorability
Analysis
• Process manuals &
details
• Infrastructure &
skillset requirement
• As-Is Process Maps
• Team Composition –
Size & Skillset,
• SoW
• Recruitment &
Facility plan
• To be operating
model
• Detailed Transition
& Training Plan
• Governance Plan
• Transition FMEA
• Standard Operating
Procedures
• Certification Tests
• Baseline SLA/
• Process FMEA
• Daily / Weekly
Production report
• SLA Validation
• Performance Log
• Daily Production
• Publish Lessons Learnt
& Best Practices
• Transition Feedback
survey