Implementation Roadmap - wordwonk

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					                                   Managed Services Roadmap
       Pre-Sales
        Pre-Sales                          Pre-Sales
                                            Pre-Sales             Pre-Sales & Implementation
                                                                   Pre-Sales & Implementation         Implementation
                                                                                                       Implementation
   Engagement Phase
    Engagement Phase                 Project Start & Design
                                      Project Start & Design       Installation & Enablement
                                                                    Installation & Enablement         SOR through GA
                                                                                                       SOR through GA

      IBM and or CSG                         SOASD                    Facility Power and Pipe               Customer
Qualifies Sales Engagement              IBM & CMS PM and                        Ready             Applications and Data Loaded
                                        Resources Assigned


        Master Checklist Started
                                                                                                            CPRD
                                                                        Solution Received         Customer provides Application
                                           Boarding Call
                                                                       Verified against Order           and Data Layout
                                       Internal Meetings with
  Client Accepts Indicative             IBM/Champion Team
           Pricing
                                                                             Verify Maintenance   Perform Image Backups and
                                                                               and Licensing
                                                                                                  verify Manage Services Tools
           SAM                       IBM Finalizes Project Plan
        IBM creates                  CMS Reviews Project Plan
Technical Solutions Document                                               Solution Build
                                                                                                              GA
                                                                                                          Steady State
 Quality Assurance Review                IBM Hosts Formal               Managed Services
   Project Plan Created              Customer Kickoff Meeting             Tools Installed
                                                                     Test and ‘Burn In’ Phase        Provide Customer with
                                                                                                  Final Solution Documentation
   Customer signs IBM’s
 Service Option Attachment               Discovery Period
                                      IBM/CSG Verify Solution                  SOR                         Master Checklist Completed
                                                                         Turnover Meeting
                                                                     Customer Accepts Solution
   IBM issues Work Order
          to CSG
                                                                                                    Managed Services
                                        Orders Submitted for                                               continue
                                             purchase
                                                                             Start Billing
            WO Signed by
                                                                             OTC/MRC                        Managed Services
            IBM and CMS                                                                                    Operational Checklist
       Champion Managed Services                                Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task              Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
 100          PHASE I - Lead Generation
 200          Sales (IBM or CSG) Enters Opportunity in Siebel                Sales

 300          PHASE II - Indicative Pricing
 400          Completes Pricing Worksheet                                    Sales
              (CSG Pricing Tool Utilized for Data
 500          IBM Runs V5 Tool                                               Sales
              (CSG Pricing Tool Utilized for Data)
 600          IBM Submits Indicative Pricing to Client                       Sales

 700          Client Approves/Declines Indicative Pricing                    Sales

 800          IBM Prepares TSD - DRAFT                                       Sales
              (Technical Solutions Document)
 900          IBM Forwards Initial TSD to CMS fro Review                     Sales

1000          PHASE III - Solution Validation
1100          CSG Reviews Initial TSD                                      Pre-Sales

1200          Risk Evaluation                                              Pre-Sales

1300          Internal CSG QA                                              Pre-Sales
              (May include STT Members)
1400          Distribute Issues List to IBM                                Pre-Sales

1500          Decide if the next Task is:                                  Pre-Sales
              - Solutions Agreement Meeting (SAM)
              - QA-1
1600          Solution Agreement Meeting                                   Pre-Sales

1700          QA-1 (IBM & CMS                                              Pre-Sales

1800          Acceptance of Solution Notification                          Pre-Sales

1900          Present Solution to Client (IBM)                               Sales

2000          Pre-Sales Solutions Diagram                                  Pre-Sales



       CMS Confidential (Version: 090905_A)                     Printed on 3/6/2012 2:54 PM                                               Page 2 of 9
       Champion Managed Services                                  Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task                Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
2100             Logical Network Diagram                                     Pre-Sales

2200             Server Layout Design                                        Pre-Sales

2210             Monitoring Requirements                                     Pre-Sales

2300             Rack Layouts & Elevation Designs                            Pre-Sales

2400             SAN Layout Design                                           Pre-Sales

2500             Floor Plans & Power Design                                  Pre-Sales

2600          TSD (Final)                                                    Pre-Sales

2700          Configuration Drawings                                         Pre-Sales

2750          Prepare Preliminary Project Budget                             Pre-Sales

2755             Distribute Budget                                           Pre-Sales

2800          Transition Turnover (Pre-Sales to Implementation)              Pre-Sales

2900          Notification of Transition Turnover                            Pre-Sales

3000          PHASE IV - Installation & Enablement

3100          Quality Assurance Review (QAR)                               Design & Tran

3200          QA Signoff Document                                          Design & Tran

3300          IBM SE Completes Solution Design & Distributes                   Sales

3600          IBM creates Service Option Attachment (SOA) &                    Sales
              Distributes
3700          SOA Received by CMS from IBM                                 Design & Tran

3800             Review SOA - Compare against TSD                          Design & Tran

3900          Technical Solution Review With Client                        Design & Tran




       CMS Confidential (Version: 090905_A)                       Printed on 3/6/2012 2:54 PM                                               Page 3 of 9
       Champion Managed Services                                Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task              Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
4000          CMS Notifies IBM -SOA Accepted                             Design & Tran

4100          IBM Presents SOA & Final Pricing to Client                     Sales

4200          Client Agrees to the SOA & Final Pricing                       Sales

4300          SOA Attached to the Final TSD (See 2600)                   Design & Tran

4400          IBM Creates Project Plan                                       Sales

4500          IBM Creates Work Order (WO)                                    Sales

4600          IBM Distribute WO and Pricing                                  Sales

4700          CMS Approves Work Order                                    Design & Tran

4800          IBM Creates and Forwards                                       Sales
              Purchase Order (PO) to CMS
4900          MILESTONE: SOASD (SOA Start Date)
4920          Assign IBM Project Manager (PM) and                            Sales
              Project Executive (PE)
4940          Assign CMS Project Boarding Manager (PBM)                  Design & Tran

5000          Request Statement Of Work from CSG Services                Design & Tran

5100          Prepare SOW                                                  Pre-Sales

5200          Forward SOW to Design & Transition for Approval              Pre-Sales

5300          SOW Approved                                               Design & Tran

5350          Review and Approve Final Budget                            Design & Tran

5400          Add Client Name to Time Tracker                            Design & Tran

5500          Assign Additional CMS Resources                            Design & Tran

5600          Pre-Boarding Cal Meeting                                   Design & Tran




       CMS Confidential (Version: 090905_A)                     Printed on 3/6/2012 2:54 PM                                               Page 4 of 9
       Champion Managed Services                                        Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task                      Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
5610             Establish Service Option Ready (SOR) Due Date                   Design & Tran

5620             Solution and Configuration Agreed to by IBM & CMS               Design & Tran

5630             Client Requirements for the Solution are Satisfied              Design & Tran

5700          Project Plan Finalized                                             Design & Tran

5800          Provide SOASD Welcome Package to the Client                        Design & Tran

5900          Boarding Call Meeting                                              Design & Tran

6000          Discovery Period Begins                                            Design & Tran

6010             Load Balancing Requirements Form                                Design & Tran

6030             IP Build sheet and Configurations                               Design & Tran

6040             Firewall Rule Request Form Complete                             Design & Tran

6050             Backup Requirements                                             Design & Tran

6060             SAN Structure Requirements                                      Design & Tran

6070             Obtain Client Authorization List for Client from IBM            Design & Tran

6080             Define OS Security Standards with the Client                    Design & Tran

6100          Solution Design Documentation Completed                            Design & Tran

6200          Determine if a Project Change Request (PCR) is                     Design & Tran
              Required
6300          Verify the Solution Before Placing Order                           Design & Tran

6310          Re-Certify Hardware Configuration                                  Design & Tran

6400          IBM Places Order for the Solution                                  Design & Tran
              (Includes Power & space)
6410             Data Center Authorizations for CMS and the Client               Design & Tran




       CMS Confidential (Version: 090905_A)                             Printed on 3/6/2012 2:54 PM                                               Page 5 of 9
       Champion Managed Services                                Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task              Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
6420             IBM Orders IP Addresses                                 Design & Tran

6430             IBM Orders Pipes for Solution                           Design & Tran

6500          IBM Provides a Copy of the Order to CMS                    Design & Tran

6600          Validate Order to Solution Documentation                   Design & Tran

6700          Verify Power is Installed and Tested                       Design & Tran

6800          Software Received                                          Design & Tran

6900          Hardware Received                                          Design & Tran

7000          Physical Build                                             Design & Tran

7010             Network Infrastructure Complete                         Design & Tran

7020             Hardware Installation Complete                          Design & Tran

7030             OS and Other Standard Applications Installed            Design & Tran

7040             Build, document, and test SAN Environment               Design & Tran

7050             Install Management Console and Agents                   Design & Tran

7060             Backup Environment Connectivity                         Design & Tran

7100          Document Environment                                       Design & Tran

7110             Cable Management & Layout                               Design & Tran

7120             If 3rd Party Contracted, Obtain Information             Design & Tran

7200          Logical Build (Network & OS)                               Design & Tran

7210             Operating Systems Loaded and Configured                 Design & Tran

7220             OS Security Standards Implemented                       Design & Tran




       CMS Confidential (Version: 090905_A)                     Printed on 3/6/2012 2:54 PM                                               Page 6 of 9
       Champion Managed Services                                    Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task                  Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
7230             IP Access to all Equipment                                  Design & Tran

7240             Login Access to al Servers                                  Design & Tran

7250             Document the Backup and Restore Environment                 Design & Tran

7300          Managed Services Tools Installed                               Design & Tran

7310             Create Portal Access for Client                             Design & Tran

7320             Test Portal Access Permissions                              Design & Tran

7330             Server Requirements Checklist Per Server                    Design & Tran

7340             Golden Image Complete                                       Design & Tran

7400          Test and Burn Period                                           Design & Tran

7410             Solution and Connectivity Tested                            Design & Tran

7420             Failover Test                                               Design & Tran

7430             Backup and Restore Tested                                   Design & Tran

7500          Enablement Complete                                            Design & Tran

7600          SOR Turnover Meeting and Client Acceptance                     Design & Tran

7610             Provide Client: SOR - GA Welcome Package                    Design & Tran

7620             Provide Client: SOR - GA Condition of Acceptance            Design & Tran

7630             Provide Client: Network Diagrams                            Design & Tran

7650             Provide Client: Server HW & SW Configurations &             Design & Tran
                 Descriptions
7660             Provide Client: SOR Release Notice                          Design & Tran

7700             Grant Client Administrative Privileges                      Design & Tran




       CMS Confidential (Version: 090905_A)                         Printed on 3/6/2012 2:54 PM                                               Page 7 of 9
       Champion Managed Services                                    Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task                  Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
7800          MILESTONE:                                                     Design & Tran
              Start Billing for Solution (OTC, MRC)
8000          PHASE V - SOR
              (Service Option Ready)
8100          Client Loads Applications                                      Design & Tran

8110          Client Tests Applications                                      Design & Tran

8120          Client Applications Build Complete                             Design & Tran

8200          Client Provides Application Environment Description            Design & Tran

8300          CPRD (Customer Production Ready Date)                          Design & Tran

8400          Remove the Client's Administrative Privileges                  Design & Tran

8500          Final Tool Validation & Image Backups                          Design & Tran

8510             Verify Tools Configuration                                  Design & Tran

8520             Finalize Backup and Restore Documentation                   Design & Tran

8530             Test Restores                                               Design & Tran

8540             Validate Client Monitoring and Alerts                       Design & Tran

8550             Help Desk Enablement Call                                   Design & Tran

8600          Complete GA Checklist                                          Design & Tran

8610             Created Final Backup Images?                                Design & Tran

8620             Test & Verify the Backup and Restore Processes?             Design & Tran

8630             Test Monitoring Tools Operations?                           Design & Tran

8640             Verify Security Systems are Operational?                    Design & Tran

8645             Map Non-Standard Contract Requirements to MSOC              Design & Tran
                 Shift Schedule?


       CMS Confidential (Version: 090905_A)                         Printed on 3/6/2012 2:54 PM                                               Page 8 of 9
       Champion Managed Services                                     Roadmap Checklist                         8588a727-7a9a-44df-b6e8-2567edb4b2a2.xls


                                              Task                   Date      Sign By             Initials   Comments / Document Location

        Engagement for Client Name Here
8647             Record the Client System Administration Passwords            Design & Tran
                 for MSOC Accessibility?
8650             Client Acceptance of GA and Signoff?                         Design & Tran

8675          Prepare Operations Run Book                                     Design & Tran

8700          PHASE VI - GA (General Availability)                            Design & Tran


8800          Verify Maintenance and Support Agreements to Order              Design & Tran

8900          Provide Client with GA Welcome Package                          Design & Tran

8910             Client Acceptance and Signoff                                Design & Tran

8920             Operations Run Book                                          Design & Tran

9000          Lessons Learned Meeting                                         Design & Tran




       CMS Confidential (Version: 090905_A)                          Printed on 3/6/2012 2:54 PM                                               Page 9 of 9

				
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