Cutover Project Management

Cutover projects entail bringing systems and system changes into production environment.  Cutover project management is a special challenge for cutovers of critical enterprise software applications such as ERP systems like SAP, JD Edwards, and Oracle EBS) that companies rely on to do business.

These projects typically include one or more of the following:

1. Upgrading software from one version to another,
2. Integrating significant new capabilities or new business units, such as those of newly acquired companies, into existing corporate systems,
3. Moving capabilities into systems separate from the corporate systems, or
4. Integrating several instances of corporate systems into a single instance.

These projects all have one thing in common: the need for their companies to depend on the systems involved to operate effectively and efficiently.  If these systems are not operational when needed, real costs are incurred, and real risks are probable. For example, one customer recently shared that every additional hour their SAP cutover project remained uncompleted, cost the company one million euros – and put production at risk for hundreds of customer sites.

What makes Cutover Projects Challenging?

Cutover and upgrade projects are challenging because they are complex and typically have to be executed quickly and correctly in a short timeframe.  Cutover projects often involve several constituencies (data migration, data validation, inventory analysis, etc.)are often in more than one geo-location and involve a complex web of interdependent tasks. Ensuring that tasks get executed in the right order, by the right people, in the right workstream and location is extremely difficult without the right set of tools. Both planning and execution phases of cutover projects entail substantial risk due to complexity.

Cutover project plans are difficult to reduce to Microsoft Project or Excel.  The reason for this is that for projects with more than a few dozen tasks, it is very difficult to document dependencies, timing, instructions, verification, documentation, etc. associated with a task.  Any change to the plan requires a lengthy process to ensure, as much as practical, that changes will not adversely impact the project.

Some cutover tasks will involve hardware, some will involve software, some will involve physical tasks such, as inventory assessments.  Most tasks need to be done in a specific order and sometimes according to specific timing. When things happen that affect time and execution of the project (and they usually do) then companies and their project managers and teams need to be able to adjust.

De-Risking Enterprise Systems Cutover: Ensuring Success

Understanding the plan, following the plan, and understanding project progress and status in real-time are all critical to ensuring success.  The latter is particularly critical during project execution because, in the case of projects that take 4 to 48 hours long (typical of cutovers), understanding progress and status after hours of analysis and reporting means that it is often too late to avoid or solve a problem expeditiously before there are unpleasant real-world consequences and costs.

There are several kinds of costs that result from cutover problems:

• Functional: unavailable systems results in company being unable to serve external or internal customers with critical products or services
• Delayed Opportunity: unavailable systems result in company unable to take advantage of revenue opportunities during the time the project runs over schedule
• Technical failure: execution fails and systems roll back to the previous state

Companies usually try to manage risk by organizing their cutover project with Microsoft Project and/or Microsoft Excel.  They list all their tasks and assign resources and assign dates/time and, ultimately, emerge with a plan. This approach has significant flaws:

1. Plans do not adequately capture relationships between tasks
2. Plans are hard for all team members to understand the same way
3. Plans are not bound to the actual execution
4. Reconciling progress and status with the plan is time consuming and inaccurate

The result is that risks identified early on in cutover projects often manifest and negatively impact enterprise system projects and the people who are responsible for them.

The way to address these issues is by using FlowWright PM.  FlowWright PM captures all project relationships clearly in the planning stage, and allows for simulating execution and discovering planning flaws.  FlowWright PM also binds all project team members to the plan and during execution it assigns tasks and gives visibility to managers and team members so they know what is coming and what their priorities are.  In addition, FlowWright PM gives managers real-time progress and status information:

• Is the project trending ahead of schedule or behind schedule?
• What is current critical path?
• What are current outstanding tasks?
• And more…

Using FlowWright PM not only saves substantial time during planning and execution, but it burns down risk and gives managers the ability to understand issues that arise immediately so they can mitigate them.  In general, FlowWright PM vastly increases project likelihood of success and allows project managers to decrease the impact of unforeseen issues to ensure their companies maximize their opportunities and realize minimal risk.