Project Implementation Process

Each project begins based on an agreed-upon start date. Once a project is scheduled to begin, these are the general phases for our implementation approach:

Colored chevrons showing 5 project stages as listed in bulleted list

Implementation Phases

  • Planning
    • Interface Kickoff – develop project charter, interface kickoff meeting
    • Planning – document integration definition, detailed project timeline and tasks, cost estimate 
  • Analysis & Design
    • Design Document – interface design specification including mapping
    • Data Governance – discussions with data owners
    • Security Review – meet with security team to discuss application security
  • Develop
    • Development – create interface design specification, include data governance and security requirements, complete development and unit testing
  • Testing
    • Testing Preparation – testing roles/responsibilities, define test strategy, prepare test cases and scripts
    • Performance Testing (if applicable) – execute test cases, record results, tune as needed, user acceptance
    • End to End Testing - execute test cases, record results, fix as needed, user acceptance
    • Monitor and Alert Testing (if applicable) - execute test cases, record results, tune as needed, user acceptance
  • Cutover
    • Cutover Planning – go/no go criteria, define change control needs, communication plan, timeline, user acceptance
    • Production Go Live – execute cutover plan, go/no go decision, transition to support/maintenance, project close out

See the ESB – Project implementation process diagram for an alternate presentation of the above information.

Project Implementation Process Presentation

Intake Process Presentation

The project implementation presentation provides a summary of the information presented in this section of the website.