CFBS Implementation eBook 2025 spreads-email - Flipbook - Page 10
Implementation
Phases
• PLANNING & DISCOVERY
• DATA MIGRATION
• SYSTEM TESTING
• TRAINING
• USER ACCEPTANCE TESTING
• GO-LIVE
• POST GO-LIVE
All phases of the implementation are important,
but the Planning & Discovery and System
Testing are arguably the most critical. The
Planning & Discovery phase includes the kicko昀昀
meeting with the users and engages them for
their input on the system. Their input helps craft
the configuration of the system and helps to
identify opportunities to streamline activities in
your business. Another benefit is that the users
become invested in the system which helps with
go-live.
The phases of implementation appear to be
sequential, however, that is not always the case.
Initial dates will be assigned to tasks in each area
that are specific for your implementation. Then,
based upon the actual (vs. planned) activities for
your specific implementation, dates may be
shifted forward or backwards as required. Also,
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data migration may initially consist of the core
system tables with supporting or transaction
data being migrated closer to system testing.
System Testing may be considered the most
important phase. System Testing is sometimes
referred to as the mock go-live which allows you
to assess the system’s readiness for production.
In the mock go-live (depending on the
engagement), we will execute the full data
conversion as we planned for go-live. Then
transactions from a specific day will be
processed in the new system by the users to
confirm the functionality. For project based
businesses, one day’s worth of transactions is
insu昀케cient. In this case, we will perform unit
testing of key project areas with transaction
data dated as normally found within a typical
project.
