Professional Documents
Culture Documents
A Synopsis
Version : 1
Date : 10 Oct 2011
Author : TEMENOS Data Migration Team (dm@temenos.com)
Content in this document is subject to change and intended for TEMENOS use only
Please request to dm@temenos.com for the latest version for further circulation
Contents
Data Migration Challenges
Introduction
Service Offerings
Value Additions
o Initiation Phase
o Mapping Phase
o Preparation Phase
o Testing Phase
o Cutover Phase
Team Structure
Back Up Slides
2
Data Migration Challenges
Perception and Reality : Money, time and people
Technical Challenges :
Source Synchronization
Source Stabilization
Non-Mechanized Data
Data Purification
Error Correction
Target Configuration
Orphan Data
Value Transformation Client System T24 System
Data / Structure Analysis
Free-form data
Structure Clashes
Interfaces
Target Loading
Performance
3
Introduction
Client System
T24
T24/Globus
4
Value Additions
5
TDM Service Offerings
6
Data Migration To T24 - Activities in Detail
Initiation (15%) > Mapping (30%) > Preparation(20%) > Testing(30%) > Cutover(5%)
Requirement Business Unit Mapping Configure & Integrate Dummy Migration with Decommission of client
& Analysis with T24 Modules DM Load Tool for data Sample/Clinical Data system and Cutover
file load as per the for unit testing Plan Execution
Mapped DMS
Validating the T24 Rnn Data Mapping Configure & Integrate Creation of Data File TEMENOS
estimated man days for Sheet(DMS) T24 Extract tool for Trial Migrations with for T24 Load Offshore Activity
data migration data extract as per the Client system data
Mapped DES
T24 Rnn Data Extract Client System Data Training & Handover of Load of Data File in Client Activity
Data Migration
Specification (DES) Profiling & Data T24 DM Load & Extract T24 and T24 Data with TEMENOS
Strategy, Approach &
Validation Tool if required Extraction for data Offshore Support
Process Design
comparison
Client Activity
T24 Rnn Data Dress Rehearsals with
Data Extract guidelines
Migration Documents Data Transformation / Client system data in
and Cutover Approach Migration COB
Cleansing the T24 production
environment
Client Activity
with TEMENOS
Extract Transform Data Mapping Client system Data Loading Process and Onshore Support
guidelines and Load workshop Extraction program and Performance tuning Reconciliation
Approach (Business & staging
Technical) TEMENOS
Onshore Activity
with Client
Data Migration Plan Data Mapping from Client Preparation of test Support
system and/or Staging in Approach and
cases
DMS for data extract and Mapping and Cutover Handling Defects LEGEND FOR
T24 Load
Run Book validation ROLES
Data Mapping from Creation of Data file for Client system extract
Workshop Client System and/or load and data extract and transform and T24 Post Migration
Staging in DES for as per the Mapped Load tool defects Activities
Data Comparison DMS and Mapped DES handling
7
Initiation Phase (15%)
Requirement & Analysis Validating the estimated man days for migration
8
Mapping Phase (30%)
Business Unit Mapping with T24 T24 Rnn DMS (Data Mapping Sheet)
Modules
Client activity with TEMENOS Onshore Support TEMENOS Offshore Activity
9
Preparation Phase (20%)
Configure & Integrate DM Load Tool for Configure & Integrate DM Load Tool for data file
data file load as per the Mapped DMS load as per the Mapped DES
TEMENOS Offshore Activity TEMENOS Offshore Activity
Client Activity
Client Activity
Client Activity
Client activity
Creation of Data File for Load and Data Extract Sign off – DM Tool and Client System Extract &
as per the Mapped DMS & DES Transform
Client activity Client activity
10
Testing Phase (30%)
Dummy Migration with Sample / Trial Migrations with Client System Data
Clinical Data for Unit Testing
TEMENOS Offshore Activity Client Activity with TEMENOS Onshore Support
11
Cutover Phase (5%)
Decommission of Client System & Creation of Data File for T24 Load
Cutover plan Execution
Client Activity Client Activity
Migration CoB
Client Activity
Reconciliation
Client Activity
Handling Defects
Client activity
12
Extract Transform Load (ETL) Process
Client system Migration control Bank Setup
matrix Requirement
PREPARATION
Data layout
Product
T24 Data Data mapping Listing and
layout Sheet Volume
T24 Pre-
production Enrichment
T24 Prerequisite and Data
cleansing
LOAD
T24 Load Tool T24 Extract Tool
T24 Production
YES
Exceptional NO End
Error Log report
Analysis
13
Data Migration Life Cycle
Requirement Analysis and Kick Off Meeting Go Live
Dress Rehearsals
Cutover
Initiation Go/No
Reconciliations
Go
14
Team Structure
Donncha Jay
Global Consulting Regional Director,
Director, TEMENOS India
TEMENOS
Adeline Chitra
Principal Principal
Migration Migration
Specialist Consultant
Karthikeyan
Project Manager
Associate Migration Consultants
Associate Migration Specialists
Migration Analysts
Shankar Subramanian
15
BACKUP SLIDES
16
Initiation Phase
Client System to T24 Globus/T24 to T24
Requirement Analysis:
Requirement Requirement for Data Migration has to be defined by the client. This could be at the Requirement
Analysis E&S level or during the preparation of SOW for implementation or upgrade. Analysis
Requirement Requirement
Analysis & Effort Analysis & Effort
Estimation Estimation
Workshop Workshop
Strategy, Strategy,
Approach Approach
Process, Plan Process, Plan
Sign Off Sign Off
17
Initiation Phase
Client System to T24 Globus/T24 to T24
Requirement Requirement
Analysis Analysis
Requirement Requirement
Analysis & Effort Analysis & Effort
Estimation Estimation
Workshops:
Workshop Workshops to be conducted to explain approach, process and agree on the Workshop
business, technical & cutover strategy to suit the client requirement
Strategy, Strategy,
Approach Sign Off: Approach
Process, Plan The Sign off of the approach, processes to be followed, the strategy and the overall Process, Plan
Sign Off high level plan of activities has to be provided by the client to go ahead with the Sign Off
next phase
18
Mapping Phase
Client System to T24 Globus/T24 to T24
Business Unit Mapping toT24 Modules:
Business Unit Mapping of the T24 modules with respect to Client covering the Load Tables List Business Unit
Mapping with T24 Mapping with T24
Modules from the MCM (Migration Control Matrix)
Modules
19
Mapping Phase
Client System to T24 Globus/T24 to T24
T24 Rnn Data T24 DM load tool component configuration. T24 Rnn Data
Extract Specification Extract Specification
(DES) Similarly a DET (T24 Data Extract Test) documentation is to explain the process of (DES)
T24 Data extract from T24 and the required output format based on mapped DES
T24 Rnn Data T24 Rnn Data
Migration
(Data Extract Specification)
Migration
Documents Documents
20
Mapping Phase
Client System to T24 Globus/T24 to T24
Sample Mapped DMS & DES:
Business Unit
Depicted below are the screen shots of the Data Mapping Sheet and Data Extract Business Unit
Mapping with T24 Mapping with T24
Modules Specification respectively with all columns listed and sample data filled in.
Modules
Configure & Integrate T24 DM load Tool for Data File load as per Mapped DMS:
Configure & Integrate
Configure & Integrate The T24 DM load tool will be configured & integrated in the client base environment DM Load Tool for data
DM Load Tool for data file load as per the
file load as per the Mapped DMS
Mapped DMS
Configure & Integrate T24 Extract Tool for comparison extract as per the Mapped Configure & Integrate
Configure & Integrate T24 Extract tool for data
T24 Extract tool for data DES: extract as per the
extract as per the Mapped DES
Mapped DES The T24 Extract Tool will be configured & integrated in the client base environment
22
Preparation Phase
Client System to T24 Globus/T24 to T24
23
Testing Phase
Client System to T24 Globus/T24 to T24
Trial Migrations with o Re-run till error free execution of approach & process Trial Migrations with
Client system data Client system data
Milestone
o Confirmation of defined approach, process & strategy
Training & Handover of Training & Handover of
T24 DM Load & Extract o Correctness of data file format T24 DM Load & Extract
Tool if required Tool if required
o Successful test run leads to Trial Migration
Dress Rehearsals with Dress Rehearsals with
Client system data in Client system data in
the T24 production
Trial Migrations:
the T24 production
environment Process environment
ET guidelines and L o Testing with limited scope with production data ET guidelines and L
consultancy Process consultancy Process
and Performance tuning o Review and rectification of errors and Performance tuning
Client system extract o Extraction and load process crystallised, documented and signed off Client system extract
and transform and T24 and transform and T24
Load tool defects o Data Extract Specification signed off Load tool defects
handling handling
o T24 data deliverable to SIT(System Integration testing)
T24 Go-Live T24 Go-Live
Readiness
o Successful test run leads to Dress Rehearsal Readiness
Sign Off Sign Off
24
Testing Phase
Client System to T24 Globus/T24 to T24
Training & Hand over of T24 DM load & Extract Tool if required:
Dummy Migration with Dummy Migration with
Sample/Clinical Data for o This activity is carried on if the client would like to get trained in the T24 DM load & Sample/Clinical Data for
unit testing unit testing
T24 DM Extract tools to handle further migrations.
o This is a customized training program prepared based on the requirement and
Trial Migrations with target audience need with the separate effort estimate for offshore & onshore work
Trial Migrations with
Client system data Client system data
Dress Rehearsals:
Process
Training & Handover of Training & Handover of
T24 DM Load & Extract o Production infrastructure T24 DM Load & Extract
Tool if required Tool if required
o Full scope of data load into T24
Dress Rehearsals with o Reports built and available for reconciliation of data by the Client Dress Rehearsals with
Client system data in Client system data in
the T24 production o Financial reconciliation with the General Ledger of the client system the T24 production
environment o Runs to be repeated until fully reconciled environment
ET guidelines and L o Timed and improved at each run to fit within final cutover window ET guidelines and L
consultancy Process consultancy Process
Milestone
and Performance tuning and Performance tuning
o T24 Data deliverable to UAT (User Acceptance Testing)
ET guidelines and L o Successful test run leads to prepared Go Live status ET guidelines and L
consultancy Approach consultancy Approach
and Mapping and ET guidelines and L consultancy Process and Performance Tuning and Mapping and
Cutover Run Book Cutover Run Book
validation validation
Based on the Test Migration results, Scripts and Process has to be fine tuned
Client system extract Client system extract
ET guidelines and L consultancy Approach and Mapping Cutover Run Book Validation
and transform and T24 and transform and T24
Load tool defects Based on the Test Migration results, Run Book has to updated /amended accordingly Load tool defects
handling handling
Handling Mapping and T24 Defects while T24 Load ,T24 Extract & Sign Off:
T24 Go-Live o T24 load and extract defects will be handled by respective migration teams T24 Go-Live
Readiness Readiness
Sign Off based on the defined roles Sign Off
25
Cutover Phase
Client System to T24 Globus/T24 to T24
Decommission of Client System and Cutover Plan Execution
Decommission of The cutover / migration date has to be decided and communicated. Based on the Decommission of
client system and client system and
Cutover Plan run book / plan the cutover and data migration activities has to be executed Cutover Plan
Execution Execution
Creation of Data File Creation of Data File: Creation of Data File
for T24 Load for T24 Load
Extraction of data file based on the properties of the Mapped DMS and provide for
load
Load of Data File in Load of Data File in
T24 and T24 Data Load of Data File : T24 and T24 Data
Extraction for data Extraction for data
comparison The data file will be loaded to T24 using DM load tool comparison
Big Bang
Client System - Retail Multi Target system –
Legacy Banking window T24 Latest
cutover Release
Initiation, Strategy,
Mapping, Consultancy for
DMS & DES Consultancy for Dress Rehearsal,
Preparation Test load in Trial Dress Final & Go
Migrations Live
Consultancy for T24
load and Extract
27
Contact : dm@temenos.com
28