Discussion Items with Bruce

Discussion Items with BruceDecember 13, 2011

Proprietary and Confidential. Do not distribute.

Next items to tackleBuild depth to Product Development Lifecycle. We have defined the

framework and many of the tasks. The next step is to gather all of the tools, refine detailed approach, and scale to application.

Build the inventory of “Consistent Disciplines”– Decision making (where, who, how)– Issue Resolution and escalation– Testing

Facilitate Future direction and roadmap and create graphical documentation

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Operations Product Lifecycle

Status, Communications and Monitoring Processes

ConceptPhase

RequirementsPhase

DesignPhase

Development(Execution)

Phase

TestingPhase

ImplementationPhase Post

•Development of Business Case and Feasibility Study

•Design Project Charter

•Complete Accountability Charting

•Develop business requirements including functionality, interfaces and reporting

•Develop technical requirements

•Develop business process documentation

Sign-off from EMT to proceed

Product Owner sign-off of Business Processes and Requirements

Product Owner sign-off on Design Phase

IT and Product Owner sign-off to proceed to Test Phase

Go/No-Go decision

Back-out or retain production

•Design detailed Project Plan

•Design Interface Criteria Plan

•Design Test and Acceptance Criteria

•Design Risk Management Matrix

•Agree upon Change Management Process

•Design Communication and Status Reporting Templates

•Develop Resource Plan

•Perform Vendor acquisition activities (RFP, Selection, etc.)

•Prepare Development Environment

•Develop Training Material

•Build Deliverables•Perform Issue Resolution

•Perform Change Management

•Design User Test Scripts

•Design Integration Test Scripts

•Prepare Test Environment

•Perform Unit Testing

•Perform Integration Testing

•Refine Training Materials

•Develop Back-Out Plan

•Conduct Training Sessions

•Refine Back-Out Plan

•Confirm Issue Resolution Process for Production

•Perform Data Conversion

• Install Production System

•Perform Post Mortem Analysis


Facilitated Session Approach

4

Define Current State

Roadmap Define Future State

•SWOT•Drivers•Headwinds•Tailwinds

•Areas of Focus•Key Outcomes•Significant Changes•Things we need

•Operations (processes)•Financials•Competencies•Technology

Foundation

Values Principles Purpose

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3

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Proprietary and Confidential. Do not distribute. 5


90 Day Transition Plan

Sept October November December

Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12

•C

ustomer E

xpectations•

Redundancy/

Cost

Reductions

•O

perations A

lignment

Develop and document customer experience

Determine service level measurements

Determine quick wins

Operational activity map by product

Refine & educate competency map

Determine immediate and sustainable communication

Assign operations staffing

Develop 1/1 priorities Execute 1/1 priority plans

Align Operations Mgrs to each Business Line

Develop common disciplines: Implementation, BA, Proj Mgmt, Reporting, Decision Making

Realign based on Redundancy / Cost Reduction Plan

Analyze map & develop targets and goals

Develop transition plan and timings

Develop & employ measurements to communicate to Business lines

Discussion Items with Bruce

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