Transition Methodology

Supplier
Develop
Strategic
business case

Input

Process

Output

Pre migration
questionnaire

The questionnaire is used

to elicit information on
understanding the business
context and project
objectives
Identify Core and Non
Core business areas

Completed
questionnaire
understanding
the business
context
Core and Non
core business
processes
identified
Potential
barriers
identified
Improvement
potential
identified
Processes to
be migrated
identified
Project
deliverables
identified

Completed pre
migration
questionnaire
AS IS Business
process
flowchart
Completed pre
migration
questionnaire
Process
selection score
card
Completed
questionnaire
and process
flowcharts
Completed
questionnaire
and identified
processes for
migration

Identify potential barriers

to the relocation of
processes
Estimate improvement
potential
Evaluate and identify
process selection
Identify and set
expectations on project
deliverables
Develop project plan
( would include pricing,
cost benefit analysis,
communication plan, risk
mitigation plan, training
plan etc )
Ratification by customer of
the project plan

Project plan
available for
ratification by
Customer

AS IS processes

Assess AS IS current
processes

Current
business

Assess and understand

current competencies

Areas of
process
improvements
identified
Output used
for base lining

Draft Project
plan

Signed off
project plan

Develop
operational
model

Customer

Milestone

1st
Milestone

competencies
Current IT
systems list

List of fiscal
and regulatory
requirements

Evaluate inventory of
current facilities and IT
systems and its linkage to
business processes
Understand current
reporting lines and
organization structure
Consider fiscal and
regulatory issues

AS IS flows and Develop TO BE process

discussions
deployment flowchart
TO BE process
flows
Current
performance
evaluations of
AS IS processes
Frozen
performance
baseline
Process
Performance
objectives

Assess process scope

Draw up the performance
baseline
Propose performance
improvement targets
Establish process metrics
and targets

Management
controls
requirements
Scope
document

Establish data collection

plan
Develop management
controls based on
customers requirements
Develop change
management

Customers

Develop solutions for

performance
Linkage
between IT
systems and
business
processes
understood

Fiscal and
regulatory
requirements
understood
and
incorporated
in the TO BE
processes
TO BE
processes
frozen
Processes
scope frozen
Performance
baseline
frozen
Stretch targets
understood
and frozen
Process
metrics and
targets frozen
Controls
identified and
agreed
Change
management
with
processes and
activities in
scope agreed
with customer
MIS and other

reporting
requirements

customers reporting
requirements

Number of
processes and
complexity
All inputs on
processes to be
transitioned
Discussions
with client

Resources ramp up plan

Discussions
with client
about business
needs and
solutions for the
same
Process
documents

Knowledge transfer and

documentation

Processes
document
Transition
document

Train staff on TO BE
processes
Develop, test and
implement IT application
changes

Transition
document,
Process
document,
SOW
Discussions
with client

Develop service level

agreements

Transition plan

Issue escalation plan

reporting
requirements
met
Resources
plan

Develop transition plan

Completed
Transition
plan
Develop effective customer Review
feedback mechanisms
mechanisms
in place

Transition

Document and test new

working practices

Develop cutover approach

KT to
Offshore
about the
processes and
expectations
from client
Test the
processes for
speed and
check to see if
it addresses
the business
needs of the
client
Training
completed
Readiness to
go live
checked for
IT
SLA drawn up

Cutover
approach
customized
for client
Escalation
plan as part of
Transition

plan
Checklist for
readiness

Create standard operating

processes
Assess readiness to go

Checklist for
readiness

Execute implementation

IT Issues
Staff Issues
Process Issues
Transition
document

Resolve IT issues
Resolve staff issues
Resolve process issues
Implement process control

SLA

Monitor quality of service

levels

Readiness
checked for
migration
Go Live

Stabilization
and
Improvement

Conduct periodic reviews

and audits
Close implementation
project
Set improvement targets
Identify, plan and
implement improvement
opportunities

Control
checkpoints
activated and
monitored
Metrics
monitored
daily