For every stage: the goal, what the client decides, what the client gets, and who on the client side approves and signs.
Know exactly what the old app is before anything is decided.
The client decides
- Is the scope right?
- Is the plan for each part right: convert, rewrite, retire, retain or replace?
- Is the data policy acceptable?
The client gets
- An inventory of the whole app: its screens, code, reports and data, and how they depend on each other
- A list of the Windows parts the app relies on
- The risks, named early
- A proposed list of stages
- A price range
Approves the spec and budget: Sponsor, IT architect
Signs off the result: Sponsor, IT architect; Risk for the data policy
2Framework and Tooling
Joined stage
Fix the client's decisions. Then build and prove the foundation the new app will run on, and the tools every later stage reuses.
The client decides
- Their answers to the decision questionnaire (the Programme Profile)
- Does the architecture match what they chose?
- Can their staff read the sample code?
- Is the sign-in and role mapping acceptable?
- Is the test strategy acceptable?
- Which test data may be used: synthetic, masked or real?
The client gets
- The signed Programme Profile
- Architecture and design documents
- The tested foundation for the new app
- A first simple screen taken end to end and compared with the old app
- Converters, each certified by the engine
- The tooling that captures and compares old and new
- Data loaders and test environment definitions
Approves the spec and budget: Sponsor, IT architect, Risk
Signs off the result: IT architect, Risk, Operations; Business expert for the test strategy
Prove the whole method on a small, representative slice before the client commits to the rest. Measure the real cost.
The client decides
- Which slice to use
- Are the extracted business rules right?
- Any difference between old and new: accept it or not?
- The result of a short user test
- Go, re-scope or stop, against criteria written before the run
The client gets
- The business rules of the slice, written down and traced to the old code
- The converted slice, tested
- A report that old and new match
- The first measured costs, used to quote what follows
Approves the spec and budget: Sponsor, Business expert, IT architect
Signs off the result: Sponsor (go / no-go), Business expert, IT architect; Risk for regulated clients
Take the next group of screens, code and reports through the same cycle. Repeat until the whole app is done.
The client decides
- Are this batch's business rules right?
- Any difference between old and new: accept it or not?
- Spot checks on the live watch page
The client gets
- The batch's rules, code, tests and match report
- A re-check of every earlier batch
- Updated costs and a forecast for the batches that remain
Approves the spec and budget: Sponsor, Business expert, IT architect
Signs off the result: Business expert, IT architect; Risk for differences on money fields
Show that the new app meets the client's own speed and resilience targets.
The client decides
- Where a target is missed by a margin: is the measured value acceptable?
The client gets
- Measured results for response time, scheduled jobs, load, stress and recovery
- Each result set against the client's target
Approves the spec and budget: Sponsor, IT architect, Operations
Signs off the result: Operations, IT architect
The whole app, accepted by the people who will use it and run it.
The client decides
- User acceptance testing, run by the client's users
- Operational acceptance, by operations
- Regulatory acceptance, by risk and compliance, where it applies
The client gets
- A full re-check of every captured run
- End-to-end and security tests
- Final documents and the release
- The evidence pack
Approves the spec and budget: Sponsor, Business expert, Operations
Signs off the result: Sponsor, Business expert, Operations, Risk
7Parallel run
When required
Run old and new on the same real inputs, cycle after cycle, and rehearse the move.
The client decides
- How many cycles, and the rule for passing (set in the spec)
- Any difference found with real data: accept it or not?
The client gets
- A comparison for every cycle
- Data migration rehearsals
- A tested rollback
Approves the spec and budget: Sponsor, Operations, Risk
Signs off the result: Operations, Business expert, Risk
Switch to the new app. The client carries it out. Our engine never touches the client's production.
The client decides
- Go or no-go
- Roll back or stay
The client gets
- The final runbook and a final rehearsal
- A go / no-go pack
- A final reconciliation of the data
- A rollback watch for the agreed window
Approves the spec and budget: Sponsor, Operations, Risk
Signs off the result: Sponsor, Operations
9Hypercare and Close
Joined stage
Stabilise the new app and hand it over to the client's team. Then retire the old app and end the programme.
The client decides
- Are the exit criteria met? For example, a clean first period end.
- Switch-off of the old app
- What is kept, and for how long
- Deletion of our copies of the client's data
The client gets
- Bounded defect fixing
- Training and knowledge transfer
- A switch-off checklist and the archive
- The final evidence pack
- Deletion of client data
Approves the spec and budget: Sponsor, Operations, Risk
Signs off the result: Sponsor, Operations, Risk