Implementation Checklist

New Production Implementations

Three-tier Applications

Tasks Responsibility Initiation Date Latest Date Completion Date Notes

needed by
Implementation Planning

Change Management Initiation

Change Management documentation provided Vendor Client overview (i.e. who, where, what they
do, coverage requirement, etc...); Nature of
change (i.e. Implementation of a new
Client Server applPMation);
User Setup
Request for Account Access forms BA
Account Access forms provided Client
Account Access id's created BSA Allow three weeks
Client site connectivity confirmed BA
Proposed Date Selected Client/BA Check for stat holidays
ApplPMation details
Unit testing signoff received Vendor/BA
UAT signoff received BA
Source code provided Vendor
Source code checked into Harvest Vendor
Change Management group notified of proposed date BA Method of deployment; Date and time of
implementation; Roles and responsibilities
listing (i.e. contractor(s), ISB, client);
important to identify everyone's required
involvement with the ISB group! Key
contacts (i.e. contractor, ISB, client);

Change Management Planning

Resource Planning
ISB resources identified and confirmed PSO
Implementation Coordinator PSO/PM
Code implementors Apps
DA DA
DBA DBA
Operations OPS
ISB/Systems support identified and scheduled PM
Client PM
Testers identified and scheduled TC
Client signoff authority identified and scheduled TC/BA
Contractor support identified and scheduled PM Coverage for data, conversion & code.

Task Planning
Task list created (see Detailed Setup) PM Roles, Tasks, Schedule & Milestones
document
Schedule for tasks created PM
 Implementation Checklist
New Production Implementations
Three-tier Applications

Tasks Responsibility Initiation Date Latest Date Completion Date Notes

needed by

Detailed Setup Steps

Infrastructure Setup
Application environment setup
Create directory structures OPS/Apps
Create image/Help File directories and URL entries on app server OPS/Apps
Create image/Help File directories on NT server OPS/Apps
Create/edit code migration scripts Vendor/Apps
Create/edit code compilation scripts Vendor/Apps

Databases setup
Install application specific software and tools DBA/Vendor
Identify appropriate database instance (existing or new) DBA/Systems
Create a schema DBA
Create security infrastructure at database level (roles & security) DBA/Vendor/Client
Generate DDL Scripts from Designer DBA
Run DDL Scripts DBA
Create scripts to populate code tables Vendor
Create scripts to populate system tables Vendor
Create scripts to create triggers and views Vendor
Run scripts to populate code tables DBA
Run scripts to populate other system tables DBA
Run scripts to create views/triggers/packages DBA
Check that Public synonyms and Grants exist for new/altered objs DBA
Complete Application specific setup DBA/OPS/Apps

Database population
Run scripts to populate database DBA

Application setup
Compilation of source code Apps
Assignment of roles within application Vendor/Client
Manual Code Table population Vendor/Client
Verification of interface connectivity and functionality Vendor
Create URL or link to Production server Web/TA
Application readiness communication Apps/PM/Vendor/Client

Application readiness verification

User acceptance test coordination BA
User acceptance testing Client
Go/no go decision point PM/BA/Client/Vendor
 Implementation Checklist
New Production Implementations
Three-tier Applications

Tasks Responsibility Initiation Date Latest Date Completion Date Notes

needed by

Production Communication
Provide update to ISB support resources PM/BA
Decommissioning of existing applications Apps/OPS
User contacts advised of Go decision PM

Post Implementation
Monitoring
Client monitoring BA
Application monitoring BA/Apps/DBA/Vendor

Receive and store User Guide and Technical Documentation Apps

Remove downtime bulletins. Apps, Systems
Arrange for update of other databases such as training and DBA
maintenance.
Post Implementation Review All
Update Lessons Learned document. All
Key

Roles Definition Division

Systems Host Support CITS

Apps Application Support ISB
BA Business Analyst ISB
BSA Business Support Analyst ISB
DA Data Architect ISB
DBA Database Administrator ISB
PM Project Manager ISB
Security User ID creation & maintenance ISB
TA Technical Architect ISB
Web Web Analyst ISB
Client Owner of application
TC Testing Coordinator

Vendor Contractor/developer
Rollback Planning
Decision Point identified
Application plan created
Database plan created
User update process created
Change Management update created
Implementation Coordin
Implementation Coordin
Implementation Coordin
Implementation Coordin
Implementation Coordin
Implementation Coordinator
Implementation Coordinator
Implementation Coordinator
Implementation Coordinator
Implementation Coordinator