T24 Upgrade Service

T24 Upgrade Service
Independence, Expertise, Results Driven
Quick Link believes in Power of Connection. Our ability to deliver results is driven by a thorough understanding of our
clients’ business drivers. We are fully aware our clients’ success is based on how well the underlying IT systems function and
how well the systems comply with business requirements, quality objectives, and project goals.
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Our consultants have between 5 and over 30 years
experience in delivering IT systems to the Financial
Services Industry. This includes many Upgrades
involving the Temenos Globus/T24 system.
Our Credentials
We have completed several T24 upgrades in the past
10 years including:
T24 core upgrades and/or module
implementations,
Complete reengineering of functionality to
make use of new release capabilities,
The implementation of multi-company
architecture, and
Change in the Technology Stack.
The above names and logos are
trademarks of the respective
organizations.
Expertise across releases, modules, different architectures and technology stacks
Our methodology is based on the following key tasks. The key decision for the bank is whether the bank wishes to implement some revised / new
functionality / processes alongside the upgrade. This will by definition make the project more complex and risky.
Evaluation / Assessment –This phase consists
of a relatively short investigation phase whereby a
small team of our knowledgeable resources will
analyse the banks systems and architecture. This will
enable us to get a good understanding of the banks
IT environment, system architecture, the modules
being used, the interfaces, and any local
developments that have taken place. This will enable
us to fully appreciate the scope of the following
phase of the project. The 3 critical activities
undertaken within this phase of the project are:
o Investigation of the T24 system as it is currently
implemented,
o Review of the administration, development
documentation and release management process
used by the bank,
o Agreement between the parties as to the testing
to be undertaken as part of the project, prior to
the commencement of UAT.
This investigation phase will result in a report being
presented to NIB Bank outlining all the findings of
the investigation.
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Upgrade Implementation - This phase consists of
the actual upgrade activity itself. This will involve our
resources undertaking the upgrade activity itself along
with the production of a runbook so that the upgrade
can be repeated several times during the project but
most importantly at the start of UAT and on the golive weekend. This runbook along with the
documented test results will form the major set of
deliverable from this phase of the project.
UAT Preparation - This phase consists of the
preparation for UAT. A critical activity within this
phase is the application of the Delta developments that
have been undertaken in the production environment
since the beginning of the project. The upgrade project
will take a baseline environment at the outset of the
project and this will be used for all system and upgrade
testing. It is critical that the bank be in a position to
apply any delta changes to the environment at 2 critical
junctures within the project: prior to UAT and prior to
go-live if there are critical production changes which
have occurred since UAT.
UAT Execution - This is the main activity for the
bank and will involve the banks staff in the execution of
the upgrade runbook and the completion of the UAT.
Our Methodology
Change Control – it is important that the Upgrade
project is fully aligned with changes occurring in the
main project. Our methodology ensures that Change is
managed both within the Upgrade process itself and
also in line with Change Control in the banks wider IT
Environment.
Assessment Principles
Our assessment process will investigate all aspects of the T24
landscape within the bank. These will include:
Environment Setup - This section will review the overall technology
stack along with the core system setup and architecture.
Local Developments – We will fully review and where necessary
document all local developments including – release procedures and
development standards, local reference fields, subroutines, versions,
enquiries, standard selection and templates. All COB / EOD processes
will be reviewed and other menus, scripts or other local developments will
be reviewed.
Core Regional Developments – This will encompass all patches
applied to the system as these can sometimes be omitted or work slightly
differently within the upgrade release. Other Core or Regional
developments will be assessed.
Parameterization – All parameters used by the bank will be reviewed
and any required changes documented and approval obtained.
Reporting – It is critical that all reporting activity is reviewed and as part
of the upgrade project – this will include local reporting, CRF and any
third party tools used by the bank.
User Interface – All user interfaces must be included in the review to
ensure that the upgrade does not have an effect on any user experience.
Automated Interfaces – All automated interfaces within the bank
must be protected from the changes required by the upgrade project
(unless the bank is also using the upgrade project to implement some
interface changes). This will include all incoming and outgoing interfaces
using a range of technology platforms including, OFS, TWS, GIT,
GCS/TCS, or others.
Performance – A critical aspect of any upgrade involves the
performance of the system before and after. As part of our methodology
we review the before and after performance of the system across a range
of criteria to ensure at the very least that there is no performance
degradation. Performance in this context includes online user experience,
COB/EOD performance and database aspects.
Documentation – The availability and quality of the documentation
available will be critical to the success of the upgrade project.
Third Party Suppliers – Most banks use a range of ancillary systems
from third party suppliers in addition to the core T24 platform. It is
essential that the upgrade project includes changes to these systems if
necessary.
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Working as part of the FI’s project team our consultants can bring
expertise both at the management and execution levels of your
upgrade project.
Our methodology produces key artifacts within the project to
facilitate a smooth Upgrade project and provide a clear and auditable
trail of all activities.
Upgrade Strategy
Investigation / Assessment Report
Execution Runbook
Test Cases & Scenarios
Test Results
If the bank has undertaken additional functional or architectural
changes as part of the upgrade project then these will be fully
documented in a set of separate artifacts:
Functional High Level Specifications
Detailed Business Specifications
Architectural Changes with Upgrade
CEME Innovation Centre, Marsh Way,
Rainham, Essex RM13 BEU, United Kingdom
www.quicklinkconsultancy.com
Document – QLB-UPG-2015-4
United Kingdom – London
Ireland - Dublin
Saudi Arabia - Riyadh
India - Chennai, Pune
Quick Link Consultancy – Banking Practice