Cutover Planning and Management
TM Chapter 21
[name smudged] · 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 plaem.
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
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