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M3 Playbook > Phase 3: Engagement > 3.12 Develop Technical Strategy

3.12 Develop Technical Strategy

Technology

Task Activities

Based on the Requirements Fit-Gap Analysis and finalized Target State Systems Environment, develop the Migration Plan, including the approach for technical components:

  1. Shared

    Develop the reporting and associated strategies including Business Intelligence development standards and tool analysis

  2. Shared

    Develop Interface Strategy

  3. Shared

    Develop Enhancement Strategy

  4. Customer

    Update the Decommission Plan for system decommissioning post migration

  5. Shared

    Document development controls

  6. Shared

    Document configuration and workflow strategy

  7. Shared

    Develop Configuration Management Plan and change request process

  8. Shared

    Document Continuity of Operations (CooP) and Disaster Recovery Plan

  9. Shared

    Develop Test Plan

  10. Shared

    Report updates in governance meetings and Status Reports/Dashboards

3.12 Best Practices

  • Conduct a thorough analysis early to determine which existing reports are still in use and need to be included in requirements
  • Minimize enhancements, leverage bolt-ons where possible, to help ease patch/fix application and upgrade path
  • Use the Test Plan to identify the strategies, objectives, and approach of testing cycles, involved stakeholders, needed resources, and scope and schedule of planned test activities. Develop approach to train testers and define test items and data requirements, features to be tested, testing roles and responsibilities, and any risks requiring contingency planning

Stakeholders

Customer

  • Program Manager
  • Business Owner
  • Functional Lead
  • Technical Lead/Solution Architect
  • Interface Lead
  • Data Conversion Lead
  • Functional SME
  • Technical SME
  • Change Management Lead
  • PMO Lead

Provider

  • Program Manager
  • Business Owner
  • Functional Lead
  • Technical Lead/Solution Architect
  • Interface Lead
  • Data Conversion Lead
  • Functional SME
  • Technical SME
  • Change Management Lead
  • PMO Lead

Inputs

Outputs

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