Client Back Office Project Acceptance Document

Back office Transition

Summary:
This document reviews key points of ownership of critical issues associated with back office
implementation. Review and acceptance of these points ensures a clear understanding of ownership
of key issues.
Acceptance Criterion
Issue
#

Responsibility

Detail

Lead Time

Assigned Group

Contact List

Listing of key contacts for all teams.

Upon initiation of
project.

All

Data Flows

Clear documentation of all data flows.

Upon transition to
support.

Implementation Team

Business Process Review

Breakdown of documented business

processes.

During account
transition phase.

Implementation Team

Unique Business Processes

Upon development.

All

Additional Functionality

During transition
phase.

Implementation Team

Additional Phases

Review of any unique business processes

where application workarounds are
used.
Define any functionality not currently
in process but planned to be in process
post go live.
Determine any additional phases
planned post go live

ASAP

All

305540572.doc

Environment Management

Will any of the teams be managing

additional development / test
environments off line, if so how do we
stay in sync.

ASAP

Implementation Team

Network Diagram

Review and documentation of network

architecture.

ASAP

All

Interface Audit

Joint review of interface coding.

Upon completion of
coding.

Implementation Team

10

Interface Maintenance

Accountability for ongoing maintenance

of established interfaces.

ASAP

Implementation Team

11

Customization review.

Set Up Documentation

As soon a
customization is
developed.
During account
transition phase.

Implementation Team

12

technical review of all customizations.

This ensures ability to support
customizations in the live environment.
Transition of all set up documentation.

13

Support Documentation

Transition documentation of setups,

customizations, interfaces, and
converted data specific to project.

10-business days
prior to go live.

Implementation Team

Immediate

Client and

14

Connectivity development
and maintenance.

305540572.doc

Implementation Team

Process Flows
Setups
Test Scripts
Training Materials
Alerts

While may be involved in high level

discussions re: connectivity from Client
branch offices or locations to Client

15

Printers Configured

16

First Month-End Close

17

Un-reconciled
transactions

18

corporate offices, will not be

accountable for the set up and/or
maintenance of the branch to corporate
connection.
Establish connectivity and setup
printers.

Typically 3-4 weeks

prior.

Documented close processes and defined

support plan for first month-end and
quarter-end close.
Understanding of un-reconciled
transactions from conversion process if
any.

ASAP

Implementation Team

Post-conversion

Implementation Team

Issue Management

Review open issues log and assign

ownership of issues.

Just after go live

Implementation Team

19

Account hand-off to
Customer Advocacy
Manager & Support team.

Primary care of account passes to

Support and the Customer Advocacy
Manager after a transition period
starting one to two weeks before go
live and typically ending after 1st monthend close. Dependent on ability of
teams to close out other transition
related issues.

After 1st Month-End

Close.

All

20

Support Transition
Overview

Onsite presentation of support center

processes and CAM role.

Transition phase

21

Post go live escalation

process.

Determine how issues will be escalated

internally. I.e. Super User process,
internal help desk, etc.

ASAP

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All