Notes

Outline

Cutover Planning and Management TM Chapter 21 Jimmy Shaw        Jason Martin Seth Anderson    Kristina Dahl

What is Cutover? Transition from an old system to a new one Disrupts organization Object is to minimize disruption through planning New system should make employees more productive with proper training on new system.

Planning the Cutover Divide and conquer tasks with teams Decide whether to re-use some existing facilities Train users how to operate new equipment

Station and Trunk Reviews Develop information for programming switch or network establish standards determine storage space Floor plans should show telecom outlet locations station types port assignments other identifying info

Cutover Task Lists System Procurement Determine system requirements Develop requests for proposals Select the system Negotiate contract

Cutover Task Lists Cutover Planning Determine trunk transition methods & quantities Plan station requirements Develop training plan & cutover schedule Develop testing methods & security measures Develop station numbering plan

Cutover Task Lists Station Work Conduct station reviews Develop class of service plan Develop wiring plan Develop voice mail plans Assign station numbers Place station wiring and equipment Install software

Cutover Task Lists Equipment Room Select Location Prepare equipment room Prepare electrical wiring Prepare HVAC

Cutover Task Lists Equipment Installation Place equipment and trunk orders Install equipment Test equipment Conduct acceptance testing

Cutover Task Lists Initialize Software Prepare station & trunk translations Program least-cost routing Prepare toll fraud barriers Set up voice mail boxes Initialize call accounting software

Cutover Task Lists Operational Functions Develop contingency & intercept plans Reprint telephone directory & stationary Set up help desk Develop trouble reporting procedures Train users

Cutover Task Lists Postcutover Activities Follow up on training effectiveness Check on least cost routing Follow up on trunk quantities Check billing Accept system (or reject it!)

PBX Station Reviews Most PBXs offer 5 types of terminals: Single-line analog set Single-line digital set with feature buttons Multiple-line set with feature buttons Multiple-line set with digital display ISDN set

Fall Back Plan A fall back plan is necessary What is probability of delay? What other projects depend on plan completion? What factors could cause delay? What alternatives are available to hold the schedule despite delays?

Testing The New System Physical inspection of equipment Testing of alarms Dial-through tests to all stations Test restriction levels, COS Test trunks, T1, tie lines Test call routing & call accounting system Test anti-toll fraud barriers

Postcutover Followup First few days following cutover are crucial to system Verify all documentation Establish a system for maintaining records Analyze trouble reports