Lessons Learned Meeting PR 50007 FasTrak Replacement Project (a.k.a. MarkeTrak)

Lessons Learned MeetingPR 50007 FasTrak Replacement Project

(a.k.a. MarkeTrak)

Technology Focus GroupJanuary 9, 2006

2 Technical Focus Group SessionApril 19, 2023

Agenda

2:00 PM Agenda ReviewIntroductions

Meeting Purpose, Discussion Process, Desired Outcomes

2:15 PM Technical Lessons Learned – Initiation & Planning

3:00 PM Technical Lessons Learned – Execution & Controlling

3:45 PM Technical Lessons Learned – Stabilization & Closing

4:00 PM Identify Priority Topics for RMS discussion in February

4:30 PM Summary and Wrap-up

* Scheduled breaks will be observed on the hour


Introductions

• Facilitation & Scribing– Led by ERCOT MODPO team members who are project-independent,

but also familiar with the ERCOT & Market project life cycle & processes• Facilitator – Justin Rasberry, MODPO Project Manager• Scribe – Jamie Lavas, MODPO Business Analyst

• Participants– Market Participant volunteers who participated in the technical

discussions and coordination of the MarkeTrak project.

• Meeting Support– ERCOT project staff available to provide support to the technical

discussion and answer questions/provide information• Scott Egger, Project Business Analyst• Michael Taylor, Project Development Lead• Adam Martinez, Mgr of MO DPO


Ground Rules

• Be courteous to those around you• Please turn Cell Phones, Pagers, and Notebooks to vibrate/mute• If you have to take a call, please leave the room so as not to disturb

those around you• Questions are encouraged during the discussion. Please raise your

hand to ensure everyone has the opportunity to participate• Off-topic discussions (i.e., Phase 2 requirements) will be tabled and

added to a Parking Lot for future reference• Scheduled breaks on the hour will be observed• Stick to agenda – everyone gets out on time!


Lessons Learned Process & Meetings

• Focus Groups Sessions – To frame the discussion topics and key lessons observed that will be further discussed in an open forum meeting with RMS – Market Participant Technical Focus Group Session

• Today, January 9, 2007 from 2 PM to 5 PM

– Market Participant Business Process/Project Mgmt & Delivery Focus Group Session

• Wednesday, January 10, 2007 from 1 PM to 3:30 PM (after RMS)

– ERCOT Project Team Focus Group Session• Week of January 22, 2007

• Lessons Learned Forum – To review results of Focus Groups, allow for final discussion and input from participants, identify/confirm improvement recommendations/owners, finalize report– RMS Lessons Learned Forum

• Wednesday, February 14, 2007 (during RMS)


Key Discussion Topics

• Identify & Prioritize Lessons Learned by Project Phase– What went well and why?– What needs improvement and why?

• ERCOT • Market Participants

• Phases– Initiation & Planning

• Technical Requirements, Analysis & Design– Execution & Controlling

• Development, Design Changes, Testing, Issue Resolution, Training, Go Live– Closing

• Production Stabilization & Support, Issue Resolution, FasTrak Coordination

• Relevant Topics– Software Selection, Product Design, Features/Functions, Build Processes,

Technology Communication, Implementation Logistics, Training


ERCOT’s Project Life Cycle

This diagram illustrates ERCOT’s:• Project Life Cycle Process – represented by Portfolio Management and

Project Management activities

• System Development Life Cycle – represented by the Software Development activities

Portfolio Management

Project Management

Software Development*

Initiation Planning

Designing Analyzing Testing Implementing Developing

Closing Executing & Controlling

Monitoring

Ap

pro

vals

Ap

pro

vals

Ap

pro

vals

Ap

pro

vals

* SDLC Process


Let’s Begin…

Lessons Learned

Lessons Learned Meeting PR 50007 FasTrak Replacement Project (a.k.a. MarkeTrak)

Documents

Transcript of Lessons Learned Meeting PR 50007 FasTrak Replacement Project (a.k.a. MarkeTrak)