Project Overview
CIMcloud Assisted LVU Work Package
This work package is designed to assist CIMcloud customers in understanding, navigating and completing the Live Version Update process. This includes coordination, testing, validating feature parity, and assisting in the go live process.
Key Components:
- Team Assignment and Project Org Chart (3PS)
- Understanding the LVU process from Sandbox to Go Live
- CIM Level Project Coordination for Aligning Open Projects with Sandbox Deployment
- Platform and Customization Testing
- Product Liaison / Task & Issue Triage & Tracking
- Go Live Assistance
* Note:
This is a fixed-price engagement and does not include the execution of additional custom development or customization compatibility work. These requests are scoped separately by a Solution Architect and delivered in an SOW independent of this engagement.
For more information on CIMcloud live version updates, please refer to the following help center articles:
- https://help.cimcloud.com/help-center/cimcloud-platform-version-update-basics/
- https://help.cimcloud.com/help-center/version-update-process-from-release-to-live/
The Offering:
Team Assignment and Project Org Chart (3PS)
All successful projects, including version updates, start with identifying and understanding the roles and responsibilities of each project stakeholder. A CIMcloud Project Success Consultant will guide you through this process, help ensure alignment of all involved, and help identify any potential blind spots.
This is based on our 3PS framework. For additional information, please refer to the following help center article: https://help.cimcloud.com/help-center/understanding-programs-projects-platforms-solutions/
Understanding the LVU process from Sandbox to Go Live
There are content-rich articles in the CIMcloud help center (as listed above) explaining the details of the live version update process. In addition to these, a CIMcloud consultant will provide supplemental support and training to ensure you and your team fully understand the process
CIM Level Project Coordination for Aligning Open Projects with Sandbox Deployment
If you’re like many CIM customers, you are likely to have multiple projects in the works, one of which may have triggered your desire for a live version update.
Any open or pending development work must be completed before deploying your sandbox. If you are unsure, please check with your CIMcloud Project Success Consultant.
Your consultant will work with your team and the CIMcloud deployment team to ensure all open development is documented, accounted for, and either
- Captured in the sandbox deployment
- Paused until completion of your live version update
Platform and Customization Testing
There is no such thing as too much testing. Before completing your live version update and go live, Q/A and user testing are critical and can take considerable time when done correctly.
Our consultants can provide an additional layer of platform testing to help ensure a smooth launch and identify any potential blind spots that could impact your workers and end users following a go-live event.
For a consultant to assist in customization testing, you will be responsible for providing a list of customizations you wish to have tested.
Product Liaison / Task & Issue Triage & Tracking
When submitting tickets related to sandbox questions, perceived product gaps, or general inquiries, it is sometimes difficult to effectively track multiple tickets or issues – especially when some requests or perceived issues are related to customizations that are not part of standard product.
Our consultants can act as a liaison on your behalf to assist in triaging, classifying and tracking open tickets throughout the duration of your project.
Go Live Assistance
In addition to the version update tracking tool available in the Help Center, our CIMcloud Project Success team will work with you to help streamline the launch of your Live Version Update. Our consultants will provide your team with supplemental go live assistance to ensure each step is understood and fully completed.
Deliverables:
Project Kick-Off
You will first be assigned a CIMcloud Project Success Consultant. They will start by reaching out to schedule a kick-off call with your team to review the following 3 items.
- Team Assignment and Project Org Chart (3PS)
- Understanding the LVU process from Sandbox to Go Live
- CIM Level Project Coordination for Aligning Open Projects with Sandbox Deployment
This call typically lasts from 30 minutes up to 2 hours and should result in identifying and documenting the project stakeholders, reviewing the critical elements of the live version update process, and reviewing any and all open development projects that may be in progress, or completed and not yet published to production.
A follow-up call will be scheduled to take place within 4 – 5 business days, and prior to this next call, your consultant will coordinate with the team to either:
- Complete and publish any open development
- Scope merging active development into your pending sandbox deployment
- Depending on your current project budget, this may require a change order to cover the additional time needed.
- Or Pause existing projects still in the discovery phase until your live version update is complete
Platform and Customization Testing, Compatibility Scoping
Once your initial sandbox is deployed, your consultant will work with you on the following items:
- Platform and Customization Testing
- Compatibility Scoping for Incompatible Customizations
- Product Liaison / Task Triage & Tracking
Prepping for Go Live
The final phase of your project will include the following events:
- Go Live Assistance
- Project Shutdown
Known Assumptions
The successful execution of this project is dependent on a customer commitment to engage in platform and customization testing, as well as committing to standard check-in and status review calls.
Unknowns / Exclusions
This engagement does not include delivery of a customization audit. To obtain a customization audit, please refer to the following help center article:
https://help.cimcloud.com/help-center/cimcloud-migration-customization-audit/
Pricing:
This is an affordable, fixed-price work package. For pricing information, please contact your CIMcloud account manager, or enter a ticket at extranet.websitepipeline.com