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Anatomy of a Cutover Plan
                or
Don’t get caught dead in a go-live
            situation

         Mahesh Val...
About the Speaker
• Mahesh Vallampati
  – Senior Practice Manager at SmartDog Services
  – Senior Sales Consulting Manager...
Agenda

•   Go Live ecology
•   Cutover Overview
•   Cutover Plan
•   Cutover Templates
GO LIVE ECOLOGY
Go Live Ecology
• What is a Go-Live Anyway?
   – A move from one defined state to another defined state
   – Typically sup...
Go Live Ecology – Bus.
Perspective
                    Go Live




 Bus.                                                  ...
Go-Live Ecology – IT Perspective

                      Go Live

                     C
IT
Activities



                 ...
CUTOVER OVERVIEW
Cutover Definition
• Is A Process
• Execution of Planned Tasks
• By Several Stakeholders
• Step by Step
• Migrate Tested F...
Cutover characteristics

• Plan well ahead
• Meet Customer Demand
• Ramp down Business, (Close open items, Notify
  custom...
Cutover Process

• Pre-Cutover Activities
   •   Build Production Environment
   •   Cutover Plan development
   •   Test ...
Cutover Plan
Cutover Plan

•   One document
•   Includes all cutover related tasks
•   Has a section for rollback also
•   Contains sta...
Cutover Plan

• Facilitates co-ordination between key players
  and stakeholders
• Owned by a project manager or a key
  s...
Cutover Plan Document

• Needs to be managed very tightly
• Changes to plan made only by cutover team
• Change risk unders...
Cutover Plan

• Detailed Task List
• Timings and dependencies for each tasks
• Parallel execution and co-ordination of
  i...
Readiness Criteria
• Criteria
   –   Site
   –   Technology
   –   Training
   –   Data Migration
   –   Sustainment
   – ...
Risk Scorecard
Criteria/       1-No     2-Low         3-Med.          4. High   5. Show
Score           Impact   Impact   ...
Contingency Plan
Cutover Plans Formats
Cutover Plan Formats

• Spreadsheet
  – Homegrown
  – Created out of necessity
• AIM Document
  – PM.030 – Transition and ...
Spreadsheet

• Components
  – Document Control
  – Resources
     •   Cutover Escalation
     •   Post Implementation Supp...
Document Control

•   Version Control
•   Owner
•   Contributors
•   Reviewers
•   Issue List
Resources

• Cutover Escalation
• Post Implementation Support Plan
• On-Site/Remote Resources
  – Name
  – Contact (Cell/H...
A note on War Rooms

• War Rooms are effective
  – When there are team chemistry issues
  – Post Go Live issues are certai...
Cutover Plan

•   Task
•   Owner
•   Others Involved
•   Dependencies
•   Duration
    – Planned Start and End
    – Actua...
DR-Restore

• Same as Cutover Plan
• Get back to Original State
AIM Document PM.030

• PM.030
  – Transition and Contingency Plan
  – Owned by the Project Manager
  – Major Contributors
...
PM.030 Sections

•   Detailed Transition Plan
•   Cutover Contingency Plan
•   Preparing for Production
•   Production Sch...
PM.030 Sections
• Detailed Transition Plan
   – General Tasks
   – Detailed Checklist Tasks
• Cutover Contingency Plan
   ...
Walkthrough
• Cutover Plan Spreadsheet
• AIM PM.030 Document
Q U E S T I O N S
 A N S W E R S
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Cutover Plan V2

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This paper describes how to manage a go live situation, a cutover plan and some strategies to manage the same.

Published in: Business
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Cutover Plan V2

  1. 1. Anatomy of a Cutover Plan or Don’t get caught dead in a go-live situation Mahesh Vallampati
  2. 2. About the Speaker • Mahesh Vallampati – Senior Practice Manager at SmartDog Services – Senior Sales Consulting Manager at Hotsos. – Worked at Oracle for nine years – Director of IT Database Services at a company in Houston – Published in Oracle magazine
  3. 3. Agenda • Go Live ecology • Cutover Overview • Cutover Plan • Cutover Templates
  4. 4. GO LIVE ECOLOGY
  5. 5. Go Live Ecology • What is a Go-Live Anyway? – A move from one defined state to another defined state – Typically supposed to • Minimize on-going risk • Cost Effective • Enhance Business Process – Involves • Several Stakeholders • Co-ordination of tasks – Usually involves a small defined window of time • Includes cutover tasks • Also includes rollback tasks if needed
  6. 6. Go Live Ecology – Bus. Perspective Go Live Bus. E Vol. B D A C TIME A = Current Business volume, B = Business ramp up C = Productivity Dip toward shutdown, D = Controlled Business ramp up, E = Stabilization
  7. 7. Go-Live Ecology – IT Perspective Go Live C IT Activities B D A E Y Z TIME A = Overall Testing, B = Plan and Get Ready for Cutover C = Execute Cutover, D = Support Business Ramp Up E = Steady State Support Y-Z = Steady State Support
  8. 8. CUTOVER OVERVIEW
  9. 9. Cutover Definition • Is A Process • Execution of Planned Tasks • By Several Stakeholders • Step by Step • Migrate Tested Functionality to Production • Performed at least once or twice to document issues and timings • Variance from cutover for Production should be well understood • Lessons should be definitely learnt
  10. 10. Cutover characteristics • Plan well ahead • Meet Customer Demand • Ramp down Business, (Close open items, Notify customers) • Cutover Activities • Key Decision point made by stakeholder – Move forward – Roll Back • Go-Live or RollBack • Business Ramp up
  11. 11. Cutover Process • Pre-Cutover Activities • Build Production Environment • Cutover Plan development • Test Cutover Plan • Wash/Repeat/Rinse • Finalize Cutover Plan • Cutover Activities • Execute Cutover Plan • Perform checks • Go/No Go Decision • Post Go Live Support • Issue Management
  12. 12. Cutover Plan
  13. 13. Cutover Plan • One document • Includes all cutover related tasks • Has a section for rollback also • Contains stakeholders and their tasks • Has decision checkpoints • Has detailed timing information for trial cutovers
  14. 14. Cutover Plan • Facilitates co-ordination between key players and stakeholders • Owned by a project manager or a key stakeholder • Business and IT own the cutover plan together • A tool to manage cutover process • A tool to report progress against cutover tasks
  15. 15. Cutover Plan Document • Needs to be managed very tightly • Changes to plan made only by cutover team • Change risk understood and contingency plan in place
  16. 16. Cutover Plan • Detailed Task List • Timings and dependencies for each tasks • Parallel execution and co-ordination of independent tasks • A contact list • Rollback Plan • Decision Points • Contains readiness criteria
  17. 17. Readiness Criteria • Criteria – Site – Technology – Training – Data Migration – Sustainment – Functionality – Cutover Planning • Criteria Scores – 1-5 • 1-No Impact • 2-Low Impact • 3-Medium Impact • 4-High Impact • 5-Show Stopper
  18. 18. Risk Scorecard Criteria/ 1-No 2-Low 3-Med. 4. High 5. Show Score Impact Impact Impact Impact Stopper Site Technology Training Data Migration Sustainment Functionality Cutover Planning Totals Overall Risk Score
  19. 19. Contingency Plan
  20. 20. Cutover Plans Formats
  21. 21. Cutover Plan Formats • Spreadsheet – Homegrown – Created out of necessity • AIM Document – PM.030 – Transition and Contingency Plan Document
  22. 22. Spreadsheet • Components – Document Control – Resources • Cutover Escalation • Post Implementation Support Plan • On-Site/Remote Resources • War Room • Conf. Bridge – Risk Scorecard/Readiness Criteria – Cutover Plan – DR-Restore
  23. 23. Document Control • Version Control • Owner • Contributors • Reviewers • Issue List
  24. 24. Resources • Cutover Escalation • Post Implementation Support Plan • On-Site/Remote Resources – Name – Contact (Cell/Home/Office) – Manager’s Contact • War Room/Conf. Bridge
  25. 25. A note on War Rooms • War Rooms are effective – When there are team chemistry issues – Post Go Live issues are certain – There are enough resources to staff a war room around the clock – It is for a short period – There is a lot on the line
  26. 26. Cutover Plan • Task • Owner • Others Involved • Dependencies • Duration – Planned Start and End – Actual Start and End • Variance in duration • Status • Notes • Score • Process Improvement Opportunity
  27. 27. DR-Restore • Same as Cutover Plan • Get back to Original State
  28. 28. AIM Document PM.030 • PM.030 – Transition and Contingency Plan – Owned by the Project Manager – Major Contributors • DBA Team • Infrastructure/OS Team • Development Team • Functional Team for Setups – Much easy if done ahead of time
  29. 29. PM.030 Sections • Detailed Transition Plan • Cutover Contingency Plan • Preparing for Production • Production Schedule – First Week
  30. 30. PM.030 Sections • Detailed Transition Plan – General Tasks – Detailed Checklist Tasks • Cutover Contingency Plan – Contingency Steps – Upon System Availability • Preparing for Production – Approach • Production Schedule - First Week – Using the Company Support Infrastructure – Information Systems Production Feedback Session – Support Status
  31. 31. Walkthrough • Cutover Plan Spreadsheet • AIM PM.030 Document
  32. 32. Q U E S T I O N S A N S W E R S

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