Implementation Planning

Abstract

In this chapter, we provide guidelines for implementation planning, along with techniques that can be used during the implementation process to facilitate a successful project outcome. This includes satisfying the operational, technical, and financial objectives of the IDCM initiative, and providing guidelines for postimplementation review. Our objectives in this chapter are as follows: • Discuss the development of an Implementation Strategy. • Discuss the requirements for a Project Execution Plan. • Review the requirements for a Quality Plan to support the processes involved in development and implementation of an IDCM solution. • Consider an initial set of risks that can be useful to capture at the commencement of an IDCM implementation, and discuss the requirements for an Issue Register and Risk Register. • Review the requirement for the development of an effective Change Management Strategy and action plan. • Consider the contents of an effective Communication Plan for an enterprise IDCM implementation. • Discuss the typical requirements for a Data Migration Strategy to migrate existing (relevant) document registers and objects to the IDCM. • Consider scenarios for backfile conversion of (relevant) hard-copy documents and the development of a Backfile Conversion Strategy. • Consider the typical requirements for training and development of a Training Plan. • Define a strategy for testing the configured IDCM, covering System Integration Testing and System Acceptance Testing strategies, and the development of Test Specifications and Test Plan(s). • Review the importance of the Postimplementation Review study in the evolutionary deployment of an IDCM solution.