Implementation Process

Pre-Kickoff Phase

• Request DataBlend group creation

• Review contract for scope, assumptions, and any timeline expectations

• Confirm DataBlend group (Users/Plugins)

• Schedule kickoff meeting with client; prepare kickoff materials

Kickoff Phase

• Lead kickoff meeting with client

  • Confirm key resources (ex - business process owner, data SME, source/target system SME) and decisionmakers; identify any gaps

  • Confirm scope, priority of workflow, and dependencies on data availability

  • Schedule regular cadence for reporting project status (meeting vs email)

• Configure client users in DataBlend (Admin vs Member)

  • It is recommended to set up the client as Member users through implementations to avoid unintended modifications being made to the configuration during implementation.

• Set up credentials in DataBlend (Source System)

• Set up credentials in DataBlend (Target System)

• Confirm & gain access to Sandbox/UAT Environment(s), if applicable

• Create project management materials, as needed (ex: project plan, status report, action item log)
  Schedule initial design session with appropriate resources; request sample data and/or relevant documentation if available for review beforehand

• WF1: Name of Workflow (Source Name >> Target Name) (Repeat for each workflow in scope)

  • Workflow Design Phase

    • Hold discovery session(s) to discuss workflow requirements - discuss business case, goals, and desired data target outcome

    • Prepare documentation of field mapping from source to target, noting transformations and/or filters to be applied

    • Identify any additional reference data that may be required to map between source and target data

    • Discuss and document data scenarios that require special handling/exception mapping
      Determine desired frequency of workflow execution

    • Review final requirements for client approval

  • Workflow Build Phase

    • Configure collectors - source system

    • Configure collectors - target system (for comparison to existing data within queries, if needed)

    • Configure any additional reference tables to be stored within DataBlend or via an external source for mapping

    • Configure queries per mapping requirements

    • Configure data targets per mapping requirements

    • Construct workflow using configured collectors, queries, and data targets; confirm order of steps based on any applicable dependencies

    • Configure parameters within individual components (ex - collectors) and within overall workflow, if needed

  • Workflow UAT Phase

    • Conduct internal testing on collectors to ensure all relevant data is being collected

    • Conduct internal testing/sanity check on queries; discuss any additional data scenarios identified during testing to discuss handling with client

    • Confirm sample data to use for testing with client, and test strategy (ex: small volume then large volume; specific dates; specific notations/descriptions to use in test results to easily identify)

    • Process test data through DataBlend & have client review results in target system

    • Discuss and resolve any discrepancies with client; client approves final test results

  • Go-Live Phase

    • Review collector, query, and data target configuration for Production readiness (ex: point collectors and data targets to Production instance(s), remove test/draft labeling on results)

    • Perform DataBlend training with client

    • Configure trigger or schedule for workflow, if needed; else, client will execute ad-hoc

    • Configure workflow notification for DataBlend support and for client or others

  • Project Close-Out

    • Transition client to Customer Support and/or Account Managers

    • Complete any project close-out documentation; save configuration documentation