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Transition and Operationalize Incoming Projects

Create a document and release process that prepares the operational and support team to take over project support on launch day.

Operational and support teams are often relegated to an afterthought of a development cycle, being left out of product testing and training until the project is 鈥渄one.鈥 When a project is finally ready to for launch, operations and support aren鈥檛 given the right information to effectively support the release. Use this blueprint to make the transition from development to 鈥渄one鈥 part of your project plan by defining requirements and ensuring that knowledge transfer is prioritized from the beginning.

No matter how innovative or useful a development project may be, its perceived value will be damaged by poor functionality or disruptive bugs that aren鈥檛 resolved quickly after release. A lack of support through the hypercare period of transition will damage end-user engagement, negatively impact the support and development teams, and cost your organization. Create a process and template that makes it easier for team members to create relevant documentation at each stage, best preparing the service team to support the product launch.

1. You can鈥檛 know what you don鈥檛 know.

Regardless of the method of product development and delivery, communicating requirements and working together to create a holistic approach will improve results for end users and the technical teams. Start your discovery with an awareness of the information and level of support needed to create and improve communication between different technical groups, combining product, operations, and support teams into one cohesive unit.

2. Take notes and take names.

When a project transitions out of the development phase, essential documentation is often missing, incomplete, or inaccessible to the operations and support teams. Identify accountability for documentation as part of the development project, establish which information must be communicated to which teams, and use an easy-to-update template to improve documentation throughout the project.

3. Know what success looks like.

You can鈥檛 know how successful your new support processes are unless you can consistently measure their impact on your organization and end users. Define goals for the product or service regarding uptime, customer satisfaction, training hours, or other relevant metrics to measure the direct impact of a new project launch.

Use our comprehensive blueprint to bridge the gap between development and support teams for successful go-live transitions

91制片厂 an end-to-end approach that optimizes the transition of projects to the support team, breaks silos between departments, and improves end-user satisfaction with product launches. Use our step-by-step methodology, templates, and tools to:

  • Identify information needed to create a product profile for the operational and support teams to better know the product and support it at launch.
  • Define appropriate touchpoints at various stages of product development and identify the people best suited to contribute.
  • Create a template and make it easy for teams to fill in standard information with checkboxes and dropdown menus where appropriate.
  • Create action plans for operational initiatives, a training program, and an early life and business-as-usual support plan.

Transition and Operationalize Incoming Projects 91制片厂 & Tools

1. Transition & Operationalize Incoming Projects Deck 鈥 A step-by-step methodology for transferring project support to the service team efficiently and effectively.

In this research, we will help you to:

  • Define your current state, challenges, and metrics to track transition success.
  • Identify the information needed to support after-launch operations, complete operational steps, and aid end users.
  • Create a clear communication plan to gain necessary support from key players.

2. Project Transition Template 鈥 A comprehensive documentation template to enhance knowledge transfer and requirements communication.

Use this documentation template to:

  • Define the product strategy across internal and external purposes, stakeholder expectations, and regulatory constraints.
  • Establish and communicate service or product specifications, including information on code repositories, technical artifacts, and external support.
  • Centralize essential documentation and make it easily accessible to all required departments.

3. Project Transition Presentation Template 鈥 A customizable PowerPoint template for communicating details of your transition plan across the organization.

Use this presentation template to:

  • Communicate the need for and benefits of a holistic transition lifecycle.
  • Establish and agree upon key goals for your support transition plan.
  • Define key outputs and responsible parties for each stage of the product lifecycle.

4. Operations Checklist 鈥 An Excel-based self-evaluation tool to ensure all service support initiatives are transitioned.

Use this comprehensive checklist to:

  • Track the completion of key steps throughout the transition lifecycle.
  • Clearly assign and communicate responsibilities for each step.
  • Create a centralized tracking document for service transition.

Create a document and release process that prepares the operational and support team to take over project support on launch day.

About Info-Tech

91制片厂 is the world鈥檚 fastest-growing information technology research and advisory company, proudly serving over 30,000 IT professionals.

We produce unbiased and highly relevant research to help CIOs and IT leaders make strategic, timely, and well-informed decisions. We partner closely with IT teams to provide everything they need, from actionable tools to analyst guidance, ensuring they deliver measurable results for their organizations.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

You get:

  • Transition and Operationalize Incoming Projects 鈥 Phases 1-3
  • Project Transition Template
  • Project Transition Presentation Template
  • Operations Checklist

Need Extra Help?
Speak With An Analyst

Get the help you need in this 3-phase advisory process. You'll receive 5 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Define current state and build a process
  • Call 1: Scope requirements, objectives and specific challenges, and project overview.
  • Call 2: Identify teams and approach for each group.

Guided Implementation 2: Identify approach to warranty and support
  • Call 1: Create a hypercare process and support training.
  • Call 2: Identify end-user documentation and build operations checklist.

Guided Implementation 3: Plan metrics and communications
  • Call 1: Create success metrics and communications plan.

Authors

Sandi Conrad

Mahmoud Ramin

Contributors

7 anonymous contributors

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