TUS_Process_Overview Upgrade to the Next Temenos Version

7/30/2019 TUS_Process_Overview Upgrade to the Next Temenos Version

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A Process Overview

TEMENOS Upgrade Services (TUS)


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Agenda

Introduction

Upgrade Phases Overview

Upgrade Phases Detailed

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3

Key Deliverables

Roles and Responsibilities

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5


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Upgrade Phases Overview

Scoping

- Local Code Freeze

- Proposal- Sign Off

Planning and Execution

- Preparation

- Conversion- Testing

SIT / UAT

- Test

- Sign Off

Live

- Upgrade

- Confirm


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OFFSITE Phase Overview

TEMENOS Upgrade Services - OFFSITE Phase

SCOPINGPRE-PROJECT

TASKSINFRASTRUCTURE

T24 UPGRADE

DEVELOPERTESTING

CLIENT TESTSCRIPTS

DELIVERY

O/S Conversion


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Scoping Overview

SCOPING

Restore BANK environmentand check integrity

Install scoping tool andcapture results

Analysing scoping toolresults

Check file sizing, missingcodes, historic data and

obsolete routines

Verify availability of currentrelease patches in postupgrade T24 release.

Prepare scoping &estimation document

Prepare MPP and send it toregion for sign-off

Region PM to completeproject initiation formalities


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Scoping

The upgrade scoping exercise is a process that is designed to precisely identify the effort

which would need to be undertaken, to ensure at minimum a like to like functionality

upgrade. In short the upgrade scoping exercise is used to detail all activities and defining

all work efforts in term of content, realization and volumes. This results in the actualupgrade being a sized exercise, for which a precise resource involvement can be

anticipated and therefore correspondingly planned.

Entry Criteria

The request for upgrade scoping form is completed and sent to the Temenos

Upgrade Services team.

Activities

Restore BANK environment and check integrity Install scoping tool and capture results Analysing scoping tool results

Prepare scoping & estimation document Regional services counterparts to complete project initiation activities


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Scoping (continued)

Stakeholders Temenos Upgrade Services Client IT Team PACS Temenos Regional Project Manager/Account Manager

Exit Criteria

Delivery of TUS proposal listing

Upgrade activities Effort estimates Assumptions and exclusions


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T24 Upgrade Overview

T24 UPGRADE

Database Conversion

Technical Upgrade

Local Code Conversion

Report Compatibility GL Reconciliation


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T24 Upgrade

This milestone of the upgrade project contains the tasks related to the actual technical

upgrade of the bank environment from the current release (either GXX or T24 RXX) to the

latest T24 release.

The activities within this milestone are by requirement sequential in nature and are usually

executed by one resource full time with periodic review by the team lead and the offsite

project manager.

This milestone is the most important one in the offsite phase and the successfulcompletion of the first post upgrade COB process without local jobs. The locally developed

COB jobs are removed from the COB to ensure that the first post upgrade COB is

completed and baselined without the influence of local jobs. The stability of this COB cycle

would determine the schedule of the subsequent tasks in offsite phase of the project.

Entry Criteria

Completion of the infrastructure milestone activities.


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T24 Upgrade (continued)

Activities

Upgrade from GXX/RXX to latest T24 release

Log and resolve issues System verification Run first COB without Local Batch Jobs Log and Resolve Issues in the COB Re-run clean COB after resolving all Issues. Local Routine Conversion

Report compatibility

Stakeholders

Temenos Upgrade Services PACS

Exit Criteria

Technical upgrade completed

First POST upgrade COB WITHOUT local jobs completed

Updated RUNBOOK, Local Code Conversion Log & Core Issues Log


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Developer Testing Overview

DEVELOPER TESTING

P repare Test Environment Execute Online TestsExecute COB WITH

LOCAL JOBSLog & Resolve Issues Re-Run Tests Document Changes


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Developer Testing

This milestone of the upgrade project relates to the first level of testing that will be

executed by the upgrade services project team once the technical upgrade tasks have

been completed.

Entry Criteria

The technical upgrade milestone of the project has been completed.

Activities

Prepare test environment Execute online tests Execute COB tests WITH Local Jobs Re-run all tests and COB with complete changes Document changes

Stakeholders

Temenos Upgrade Services PACS

Exit Criteria

First POST upgrade COB WITH local jobs is completed


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Executing Client Test Scripts - Overview

CLIENT TEST SCRIPTS

Test Script ReviewEffort Estimation & Test

Execution PlanExecute ONLINE Client

Test ScriptsExecute COB Test Scripts

Log & Resolve Issues FromTest Scripts

Document Changes FromClient Test Script Execution


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Testing Execution of client test scripts

This process relates to the testing of upgraded version with the test scripts provided by

the clients.

Entry Criteria The Developers Testing milestone should have completed. Test scripts should have been provided by the bank.

Activities

Review and classification of the test scripts Preparation of effort estimate, test plan and updated project plan Execute test cases as detailed in the test plan Execute COB cycles as per the test plan Log and resolve issues Document changes

Stakeholders

Temenos Upgrade Services

Bank IT Team PACS

Exit Criteria

Test scripts execution results Issue log


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Delivery

The focus of this milestone is upon ensuring that all of the contractual deliverables

from the offsite phase of the upgrade project are created, reviewed and ready for

shipment to the bank for the initiation of the onsite phase of the upgrade project.

Entry Criteria

The execution of all previous milestones should have been completed.

Activities

Collation of all details relating to helpdesk issues raised during the course of theoffsite phase

Follow up on any pending helpdesk issues with support managers and helpdeskfor timely resolution

Complete internal quality checks on all deliverables to ensure completeness andaccuracy of all the deliverables

Physical packaging and delivery of all offsite phase deliverables to bank

Stakeholders Temenos Upgrade Services PACS

Exit Criteria

All the deliverables from the offsite phase of the upgrade project are packaged andready for delivery to the bank


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Key Deliverables

RUNBOOK

This is a customised instruction manual/user guide tailored to a specific client upgrade

documenting instructions that that need to be executed by a client to complete the liveupgrade.

Converted Local Programs

These are the clients local customisations that have been scoped, modified and then ratified

to be post upgrade T24 compliant to the extent of the test scripts provided.

Local Code Conversion Log

Complete log of all modifications made to local code, with details of line numbers, review

comments etc. that provides complete traceability to clients between the unmodified code and

converted local code.

Test Case Results

Documented results of all executed client test scripts as per test communication plan

discussed and agreed with the client.

Upgraded Reference Environment

This is a copy of the client environment sent to the upgrade that has hence been upgraded to

the latest T24 release. This will serve as the reference/control environment during the onsite

phase of the upgrade.


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Roles and Responsibilities Temenos Services Project Manager

Follow up on the upgrade proposal to ensure preparation and delivery of SoW to the client Communicate engagement project plan to client project team Obtain of Sign off for all project documentation

Project definition and scope, Project deliverables and agreed milestones, All Change Management Process items.

Technical Specifications Plan, manage and maximise utilisation of project teams. Manage and own the resolution of all inter work stream issues. Produce project dashboards and hold project meetings, on a regular basis, with the team

to ensure that project is progress according to plan.

Inform Temenos Management on issues outside own responsibilities that may affect the

success of a project. Formalise all client deliverables as set out in the Upgrade Service Agreement and

provide these deliverables to the Client via an agreed and acceptable transfer mechanism.


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Roles and Responsibilities Offsite TUS Project Manager

Single point of contact for all offsite activities related to the upgrade.

Prepare the project plan for the upgrade project and communicate the project delivery

schedule to the bank project team.

Ensure proper resource availability across all offsite project tasks.

Track the project and ensure on time completion of all project tasks and phases.

Provide weekly status monitoring report and updated progress tracking project plan toclient project team.

Plan, manage and maximise utilisation of upgrade team resources.

Inform Temenos Management on issues outside own responsibilities that may affect the

success of a project.

Create and maintain all process documentation.


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Roles and ResponsibilitiesTEMENOS Upgrade Services

Scoping Conduct the actual scoping and provide estimations for the upgrade

Infrastructure Coordinate the availability of requisite infrastructure to carry out the

upgrade offsite

Database Upgrade upgrade or migrate the existing database to the database/version

requested by client.

Technical Upgrade & Data Conversion Core system upgrade

Report compatibility for latest T24 release

Local Routine Conversion for compatibility with latest T24 release.

Developer Testing (Internal Unit Tests)

Testing Client Test Scripts

Delivery of the RUNBOOK onsite

Provide UAT support offsite and onsite

Production Setup & Post Live Support


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Roles and Responsibilities Client Project Team

Participate actively to conclude the project Scoping agreement plan

Clean, create, scramble and deliver the System to TUS for upgrading and migration

purposes in an agreed medium, e.g. tape, CDROM, etc.

Create test scripts deliverables as defined in project plan and review the results.

Setup the requisite hardware as per sizing agreement in line with project schedule.

Own and execute UAT

Install and manage UAT & Go-Live environments.

Plan Go-Live and own the activity.

Signoff at the completion of each phase.


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Thank you

TUS_Process_Overview Upgrade to the Next Temenos Version

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