Traceability Matrix Template

Disclaimer
This version of the document and its current content is meant to serve as an example.
The current example`s content is fictive or adjusted to remove real confidential data and it should not be replicated
The list of examples is not exhaustive. Additional entries may be added or removed, case by case, as required to pro
d it should not be replicated to the automation of other business processes.
e by case, as required to provide relevant data for RPA.
Process Name Order-to-Cash
Document date 4/10/2019

ID Sub-process Name ID
(Activity )

A Product Code Retrieval A.01.01

A.01.02

A.02

A.03

A.04

B Open SAP B.01

B.02

B.03

C Generate SO C.01

C.02

C.03

D Respond to Order D

E Archive documentation E
 WBS Activities Priority

Download PO attachment from email High

Verify if the product code is present High

If NO, lookup product description in Master Data File High

Exception 1 Medium

Exception 2 Medium

Insert Transaction Type High

Insert Sales Organization Details values High

Insert Volumes Details values High

Generate SO Medium

Validate SO Medium

Exception 1 Low

Reply to order email with SO attached Medium

Introduce file archive data in the dedicated app Low

 SO
As-Is Process Maps & Details Video Recording

Status Baseline Actual Status Baseline Due Actual

Due Delivery Date Delivery
Date Date Date
Finalised 2/10/2019 30/09/2019 Finalised 15/09/2019 15/09/2019

Under validation with SME 2/10/2019

Under validation with SME 3/10/2019 Finalised 15/09/2019 15/09/2019

Under validation with SME 3/10/2019 Finalised 15/09/2019 15/09/2019

Under validation with SME 3/10/2019 Finalised 15/09/2019 15/09/2019

WIP 5/10/2019 Finalised 16/09/2019 16/09/2019

WIP 5/10/2019 Finalised 16/09/2019 16/09/2019

WIP 5/10/2019 Finalised 16/09/2019 16/09/2019

WIP 6/10/2019 Finalised 16/09/2019 16/09/2019

WIP 6/10/2019 Finalised 16/09/2019 16/09/2019

WIP 6/10/2019 Not started 16/09/2019 16/09/2019

WIP 6/10/2019 Finalised 16/09/2019 16/09/2019

Not started 9/10/2019 Not started 20/09/2019

 SOLUTION DESIGN
PDD Handover to Dev Test Scenarios

Status Baseline Actual Status Baseline Due Actual Status Baseline

Due Delivery Date Delivery Due
Date Date Date Date
WIP 13/10/2019 Not started 16/10/2019 Not 18/10/2019
started
Not 18/10/2019
started
Not 18/10/2019
started
Not 20/10/2019
started

Not 20/10/2019
started

Not 20/10/2019
started
Not 20/10/2019
started
Not 20/10/2019
started
Not 24/10/2019
started

Not 24/10/2019
started
Not 24/10/2019
started
Not 24/10/2019
started
st Scenarios Test Data
Definition

Actual Status Baseline Actual Request Name Request ID

Delivery Due Delivery
Date Date Date
Not started

Not started

Not started

Not started

Not started

Not started

Not started

Not started

Not started

Not started

Not started

Not started
 BUILD
Change Requests

Request Owner Date of Submission Change Description

 BUILD
nge Requests

Reason Impact Proposed Action

 TESTING
UAT plan Testing

Status Status Baseline Actual Status Baseline

Due Delivery Due
Date Date Date
Not 25/10/2019 Not started 1/11/2019
started
Not started 1/11/2019

Not started 1/11/2019

Not started 3/11/2019

Not started 3/11/2019

Not started 3/11/2019

Not started 3/11/2019

Not started 3/11/2019

Not started 6/11/2019

Not started 6/11/2019

Not started 6/11/2019

Not started 6/11/2019

 STABILIZE
esting User Manuals Training Lessons Learned

Actual Status Baseline Actual Status Baseline Due Actual Status

Delivery Due Delivery Date Delivery
Date Date Date Date
Not started 3/11/2019 Not 9/11/2019 Not
started started
Not started 3/11/2019

Not started 3/11/2019

Not started 6/11/2019

Not started 6/11/2019

Not started 6/11/2019

Not started 7/11/2019

Not started 7/11/2019

Not started 7/11/2019

Not started 7/11/2019

Not started 7/11/2019

Not started 7/11/2019

ZE
Lessons Learned Handover Documentation

Baseline Actual Status Baseline Actual

Due Delivery Due Delivery
Date Date Date Date
20/11/2019 Not 20/11/2019
started