I am transitioning BI Deployment (Tableau) project to IT ops and would like some assistance.
Is there a standard project transition checklist that anyone can share or point me in the direction to obtain. I tried searching in templates section but couldn't find much.
Or if there is any best practice to transition Tableau to IT Ops and has a template / checklist similarly that I could use.
Thank You in advance for help. Saving Changes...
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Thomas WalentaGlobal Project Economy ExpertHackenheim, Germany
Harsh,
I have no specific checklist but have done several transitions, some of them taking 18 months in outsourcing.
Maybe look among fellow Tableau users, is there a user group? What does the vendor offer?
PMI has some general views on transition (of projects) in their PgM standard, and I add some of my own experience
- check if the project delivered on business case, the promised benefits (for ops)
- ensure compliance with respective standards (e.g. GDPR)
- early on communicate with ops and users, understand their needs and limitations and show them what they will get (I do that around kickoff time, even sometimes inviting them), ask for their requirements
- setup or help ops to setup the infrastructure, like servers, storage (cloud?), licences, .. they need operational docu, what to do if failure code xxx shows up etc.
- help them understand other costs they might incur (new staff?)
- make sure there is a user support, maybe callcenter, a ticketing system, a knowledge base - either extending an existing or building a new one
- test and support data migration
- training for users, identify key users/champions
- consider a hypercare phase of 1-3 months after Go-live, or a staged Go-Live
- after this, hold a handover meeting, document all issues and let ops sign that they took responsibility from date xx.xx.xxxx
- conclude lessons learned, archive documentation
- celebrate
- all of this could be done gradually if you consider DevOps.
Hope this helps
Thomas Saving Changes...
Anonymous
Really there should be no transition because BI delivery ought to be a process of continual improvement. Physical architecture, source-to-target mapping, data models and data flows are some of the things I would expect to maintain continuously as part of ongoing dev ops. Saving Changes...
I think you need to do the following for any project handover:
1-Initiate a handover meeting invitation to all stakeholders
2-Prepare the Baseline vs Actual Project time Schedule
3-Prepare the Project financial status and Projection
4-Update risk register and risk plan
5-Update the latest Project status report having all project deliverables status. Saving Changes...
