Web Trnsport Implementation TEA/TUG October 1-9, 2008 Saratoga Springs, NY.

Web Trns•port ImplementationWeb Trns•port Implementation

TEA/TUG October 1-9, 2008 Saratoga Springs, NY

To implement web Trns•port…To implement web Trns•port…Get Ready - license, change management, system upgrades, data clean-up In the Gate - configuration/customizations analysis

The Race Is On - install, migrate data, configure, train, test

Home Stretch - parallel test, user training

Finish Line - go into production

Get ReadyGet Ready

• License

– Acquire web Trns•port licensefrom AASHTO (no additional $ if you already license)

– 2 Service Units provided forWeb Trns•port Preconstruction effort

• Applies to the initial production release• To be used within timeframe set by the TTF• For implementation services (e.g., installation, data migration,

customizations)

Get ReadyGet Ready

• Change Management

– Prepare your agency forimplementation of the new system

– Keep users and management informed aboutprogress and critical dates

Get ReadyGet Ready

• System Upgrades

– Upgrade Client/Server Trns•port products to the latest release

– Upgrade supporting software (e.g., Oracle)

– Acquire appropriate web Trns•port hardware/software

– Hardware/software requirements are located at http://www.cloverleaf.net/ Select Products/Supported Versions and System Specifications

Get ReadyGet Ready

• Data

– Pass awarded contracts toBAMS/DSS

– Consider deleting awarded contractsresiding in PES/LAS

– Clean up reference data• Determine used but obsolete codes, items, vendors

and set obsolete flag• Delete invalid and unused codes, items, vendors, and other

reference data

• Inventory Customizations

– Analyze PES/LAS customizationsand configurations

• Reports• Interfaces• Plug-ins• Screen formats• Metadata• System configurations (line numbering, uppercase, etc.)• Security

In the GateIn the Gate

In the GateIn the Gate• CRLMS Evaluation

– Determine if CRLMS will be implemented

• Review web Trns•port preview site to help your decision http://www.cloverleaf.net/ Select Products/web Trns•port/Member Links (Preview Site)

If yes, then …

– Analyze existing civil rights business processes

– Perform a Fit/Gap analysis

– Complete Business Process Adaptation

In the GateIn the Gate

• Customizations Evaluation

– Determine which PES/LAScustomizations are still required

– Review web Trns•port preview site to help your evaluationhttp://www.cloverleaf.net/ Select Products/web Trns•port/Member Links (Preview Site)

– Compile sample outputs and customization designs

In the GateIn the Gate

• Customizations Evaluation(continued)

– Determine which web Trns•portbase reports need modification

– Evaluate the need for new customized reports

– Determine if your agency requires customized documentation

– Decide who will develop customizations

The Race Is OnThe Race Is On

• Web Trns•port Installation Plan

– Decide on agency options(e.g., uppercase)

– Make a web Trns•port security plan considering agency permissions

– Evaluate agency’s IIS expertise

– Utilize web Trns•port checklist • http://www.cloverleaf.net/

The Race Is OnThe Race Is On

• Web Trns•port Installation

– Verify system meets specifications – Install web Trns•port via download

from Cloverleaf• Acceptance test environment• Development environment

– Run automated acceptance tests that are delivered with the system (Fitness)

The Race Is OnThe Race Is On

• System Configuration

– Set agency-appropriate systemconfigurations

– Set up minimum, basic security workflows and phases

The Race Is OnThe Race Is On

• Data Migration

– Review data migration mappingand adjust as needed

– Run data migration utility to migrate PES/LAS data to web Trns•port

– Review data migration issues, fix data in PES/LAS if needed, and re-migrate

– CRLMS – additional data migration and manual population

The Race Is OnThe Race Is On

• CRLMS

– Document new business processes

– Develop Use Cases

– Plan and perform pilot projects

The Race Is OnThe Race Is On

• System Customizations

– Modify web Trns•port base reportsas needed

– Rewrite RTF customized reports,interfaces, etc. (AR Report Designer tool is supported in Web Trns•port )

– Test non-RTF customizations for compatibility with web Trns•port and adjust as needed

– Apply customizations to web Trns•port

– Write customized documentation if needed

The Race Is OnThe Race Is On

• Training

– Train core group of testers onweb Trns•port

– Train universe of users after system testing and closer to the time they will use web Trns•port

The Race Is OnThe Race Is On

• Testing

– Create a web Trns•port test planappropriate for your agency (including interfaces betweenTrns•port systems and non-Trns•port systems)

– Perform web Trns•port testing according to test plan

– Compare PES/LAS and web Trns•port Preconstruction report output results on identical projects/proposals

– Adjust as needed and retest

Home StretchHome Stretch

• Parallel Testing

– Run PES/LAS and web Trns•portPreconstruction in parallel for several lettings

– Run CRLMS and agency legacy processes in parallel

– Compare results from both systems

– Adjust as needed and retest

Finish LineFinish Line

• Go Into Production

– Train all users

– Turn off PES/LAS and/or agency legacy systems and processes

– Pat yourselves on the back!

Get new picture

If you’re behind the pack…If you’re behind the pack…

……guess what you’ll seeguess what you’ll see