AGENDA
HORIZON Management Team Meeting
Wednesday 3 March 1999
9:30am to 11:00am Conference Room 1 Terminal House
Attendees John Meagher
Richard Gaze
Andy Radka
Janet Topham
Mark Kelly
Bruce McNiven
Andrew Simpkins
Bob Burkin (notes)
Chair Dave Miller
Purpose To ensure the HORIZON Programme is fully scoped, planned and
managed to deliver in all areas. To monitor the delivery of
HORIZON within the agreed Programme timescales and ensure
that issues are resolved and risks are managed.
Please find attached the outstanding actions from the HMT meeting held on
24 February. A list (ref. nos. only) of the actions deemed ‘cleared’ by the
HMT is below for completeness. These are not included on the outstanding
action list.
This HMT meeting follows a progress cut-off / planning update and will
focus on Team performance and planning exceptions.
An‘HMT pack’ consisting of narratives from each HORIZON Team and
supporting projects, an exception report and 4 week look ahead (plan) will be
- issued electronically to HMT members prior to the meeting.
“Item ; Purpose - Lead Time
1 Welcome “Introductions and confirm DWM 9:30 ~ 9:35
purpose of meeting.
2 Actions To report progress / status All = 9:35 --:10:20
of all outstanding actions.
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oT
AGENDA
HORIZON Management Team Meeting
Cont.
3 Performance
4 AOB
5 Communications
6 _ Review
Action status and new actions only to be recorded at the meeting.
Please note that the presentation on Operational Business Change planned for
the HMT meeting on 3 March has been postponed. Now expected to be taken
at the HMT on 17 March.
Apologies none received
Bob Burkin
Planning Team
Actions deemed cleared by HMT at meeting on 24 February 1999:
01/19-42
01/13-34
12/16-24
01/26-48
01/26-46
10/00-4
To note Teams performance All 10:20 - 11:05
against the IPP Level 1 Plan
- identifying exceptions /
variances.
To discuss any additional = All 11:05 - 11:20
relevant business.
Identify what needs to be DWM 11:20 .- 11:25.
communicated. .
Review meeting and DWM 11:25 - 11:30
identify improvements in
the meetings process.
10/00-6
01/06-30
02/03-2
11/19-2
10/00-8
01/19-37
Managing the Live Trial
HMT
24th February 1999
All areas are involved in Live
Trial
* POCL - network, TP, OPG, CEC etc
* Horizon - Release Mgt, Implementation,
Service Mgt, Testing, Communications,
PMO ;
* Pathway
* BA/CAPS
There is no one person panacea for success
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All areas have responsibility for:
* Planning their activities
¢ Acquiring and allocating resources
* Gathering evidence/information
¢ Evaluating evidence
* Resolving issues
* Managing risks
* Communicating status -
* Managing their role in the Live Trial
But we need an integration and communication role
Integration and Communication
* Agreed with DWM that Release Mgt steps
up to this role
* Programme Manager appointment will
allow AS and team to focus on this area
* Important to link this activity with the RAB
& Acceptance processes
* Also important to utilise Release Mgt
contacts with BA, POCL and Pathway
* But needs to be complemented by greater
POCL Operations Network engagement
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Release Management ‘Live Trial
Manager’ Role
* Define the top-level plan (in consultation)
* Gain endorsement of the plan
* Control change to the top-level plan ”
* Facilitate Programme issue resolution
* Manage RAB reporting/evaluation process
* Lead Horizon/POCL/Network forum to
manage system & conformance issues
-* Assist DWM and team in communications
with POCL, BA and Pathway
POCL Live Trial Forum
* Operations Network
° TP
-TP
* Service Management
* Implementation
* Release Management
Plus formal links into Pathway, BA/CAPS, and Acceptance
and report up to JAB and RAB (as well as line mgt)
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Current Live Trial Issues
* How will Horizon set criteria and manage
perceptions in POCL and BA ?
* Can all areas maintain focus on Live Trial
and on preparing for NRO ?
* Do we ‘add offices’ without acceptance ?
* How do we manage the ‘daily’ summaries
and other flows re progress and incidents ?
* How do we assure system changes ?
Risks
+ Delay in contractual acceptance
* Negative user/network/customer buy-in
‘« Inadequate user competency and training -
* Office migration problems
*. Too many reconciliation errors (offices/TP)
* Emergence of new/changed requirements :
* Service mgt - volume/complexity of calls
* Pathway service resilience
Next Actions
* Communicate the top-level plan by 5 March
¢ Follow up Live Trial Workshop actions -
progress report this week
Establish cross-POCL/Horizon forum
Establish overall criteria (inc. RAB)
° Agree overall management arrangements _
and reporting flows and content
* Gain assurance on resources/responsibilities
from all areas
Live Trial Timeline - revised 23/2/99
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ummm ESP get = ™
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Live Tat {
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Acceptance trials and reviews reporting to the Acceptance Forum iV
° RAB te 4
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Horizon Management Team Meeting Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action- I *
Review
on
10/00-1. I CrossProgramme Horizon Management Team agreed that John Meagher 17/2 ; 1) Dave Miller and Naresh Mohindra
responsibilities Horizon Team and Automation Process Group met with Dave Smith to discuss concerns
need to work together and that representation around responsibilities and outputs in his
is required on the APG, area.
2) Terms of reference on the definition
and development of Programme
boundaries have been agreed and issued to.
HMT members.
This in now being taken forward by Tim
O'Leary. John Meagher to provide
feedback to the HMT.
02/10-4 Cross Programme Pathway Release NR2- concern thatthe POCL JohnMeagher 24/2 I John Meagher to arrange meeting with 3 Mar
responsibilities decision making process to support the Dave Miller, Dave Smith and Ruth
Release Authorisation Board will be Holleran to decide how decision making /
inadequate to reach agreement. [Risk 0031 consensus will be achieved for the Release
refers} I Authorisation Board,
02/10-2 Implementation- Concern at Pathway progress on the Bruce 24/2 1) MiECCO operating satisfactory.
Office Migration development of strategy and tools for in-office McNiven No adverse impacts on MOT.
migration.
2) Pathway unable to build training
rig therefore HFSO training at risk. A dry
run planned for 15 March but remains
critical for start of Live Trial. .
Bruce McNiven to continue to review and = 17 Mar
escalate as necessary.
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[month / day] and action reference number.
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Horizon Management Team Meeting Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on
10/00-5. Implementation - Agreed that there was'a need to know what the Dave Miller/ 24/2° 1) A baseline is being established by
Office Migration _ procedures are in an office before automation Andy Radka Service Management to measure the
and the automated environment (before and procedure requirements (‘before & after’
after), This work to be done in consultation automation). This is now being dealt with
with Ruth Holleran, John Meagher, as Business as Usual.
Bruce McNiven and David Essex. Andy would
commission any work required following on 2) A Conformance paper is to be 3 Mar
from this from David Essex. issued to the CEC on 1 March. Feedback to
HMT by Andy Radka
3) Concerns have been raised about
deficiencies in the User Guides both in
quality and content. Possible impact on
MOT sign-off.
John Meagher to be asked to see what can
be done to improve the content and report 3 Mar.
to the next HMT.
Bruce MeNiven to Iook at quality
improvements and report to the next 3 Mar
HMT
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[month / day] and action reference number.
Horizon Management Team Meeting,
Summary & Status of Actions
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Date: 24 February 1999
Subject Area
Number Action Lead Status Action -
Review
on
12/16-17. Implementation- — Reference Data 4) As each outlet comes on Geoff Darby 24/2 Geoff Darby has put forward a proposal to
Reference Data line a check needs to be made that the Bruce carry out an additional review of local
Reference Data is in synch with the database; = McNiven reference data at 100 outlets in each of the
migration & m. testing needs to address, seven regions. This will provide a more
. accurate view of local products such as bus
tickets where the greatest outstanding
discrepancies are believed to remain. This
proposal has been put to the seven regions
for a response by Monday 22” February
(being chased).
Bruce McNiven to provide an update to 3 Mar
the next HMT. .
11/05-2. Implementation- —_‘ Pathway have asked for the firebreak option in Andrew 24/2 Meeting held with Pathway on 4 February
Roll-out roll-out to be discussed further : Simpkins to discuss the proposal considered a more
. target should be roll-out to 1175 office in cautious approach to National Roll-out and
first six weeks the logistics to support it. Douglas Craik
rate of roll-out and how a firebreak may and Pathway to build a model based on the
assist in managing risk is the area for discussions, with'a further meeting to
discussion. discuss the results to be held on 24
© See also action 44 - Multi-benefit cut-off February.
point. J Andrew Simpkins to update HMT 3 Mar
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[month / day] and action reference number.
Horizon Management Team Meeting
Summary & Status of Actions
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Date: 24 February 1999
Number
Subject Area
Action Lead Status
Action -
Review
on
10/00-7.
Implementation -
Transitional
Arrangements
(C:\ TEMP\2402ALL.DOC
Bruce
McNiven
Implementation and Service Management
Transition and Handover arrangements need
to address the following points :
24/2
1) Quantification of Operational impact of
going live and rolling out (i.e. what is the
impact of each set of outlets on the relevant
Help desks and other business support
arrangements) Implementation. & Business
Service Management Workshop of 11
November identified need for Volumetric
Sensitivity analysis to identify critical load
points & scenarios.
2) Horizon impact on POCL Key Performance
Indicators.
3) Fully scope and plan in detail the transition
between Implementation and Service
Management.
4) Define ‘Go-Live’ in an outlet.
5) Specify Support Environments during
Implementation & Handover of an outlet
(Implementation & Business Service
Management Workshop of 11 November
identified need),
Note- Number identifies date of HMT meeting when first raised
{month / day] and action reference number.
Naresh Mohindra met with Network
Operations on 23 February re the
ownership of requirements. Actions arising
are being progressed.
Janet Topham to take ownership of the
actions and report progress to the HMT.
10/3
B
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Horizon Management Team Meeting Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on
01/26-47 Programme Business Service Management business case Andy Radka/ 24/2 ~—_ Business Service Management passed by 24 Mar
Management approval submissions to COMPEC & MaPEC Dave Miller CoMPEC and to go to MaPEC mid March.
in early February are critical to Business Andy Radka to provide feedback to HMT/
Service Management programme.
02/10-1 Programme Ongoing delay to agreement of BES John Meagher 17/2 John Meagher met Mena Rego and Keith
Management - Acceptance Specification: BES / PAS Baines on 16 February. Mena Rego agreed
Acceptance Boundary issue : POCL risk disproportionate . to take this forward for agreement based on
to their share of liability with BA. [Risk 0068 Pathway’s view of where the boundary lies,
refers] . providing the Contract is brought into line
to reflect this. Mena will prepare the
formal proposal with input from John
Meagher. Dave Miller to write to George
McCorkell. .
The acceptance specification has not yet
been signed-off but is being brokered by
John Meagher. .
John Meagher to report back to the HMT
on overall progress / status. 3 March
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{month / day] and action reference number.
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Horizon Management Team Meeting Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on
01/06-33 Programme HMT agreed that the continued absence of a Dave Miller 24/2 1) HMT agreed that a clear statement
Management - clear Treasury /Government decision was of intent was required from the PO &
Government impacting the programme. This impact would POCL executive by end of January in order
Review start to become apparent from the end of to underpin the continued expenditure and
January. This was seen to be particularly the sense of urgency within the business in
case when dealing with Post Office & POCL support of the programme.
activities outside the programme e.g. SSL; ° ‘
2) Dave Miller to meet with all HMT
members during February on need to move
“to new organisation in March regardless of
Government decision.
3) Dave Miller and Bruce McNiven
have discussed the communication plan
with Rob Durrant. Actions being
progressed.
Dave Miller to provide overall status 3 Mar
statement to HMT.
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[month / day] and action reference number.
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Horizon Management Team Meeting
Summary & Status of Actions
Date: 24 February 1999
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Number
Subject Area
Action
Lead
Status
Action -
Review
on I
02/03-1
01/26-43
Programme
Management -
Responsibilities
Programme
Management -
Working Practices
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It was agreed that the role of the Business
Assurance Team lacks clarity from a Horizon
perspective and difficulties are arising as a
result. In particular the authority of some
individuals and the processes which will
operate between teams is unclear.
HMT to consider what improvements are
needed in the practices with BA.
Dave Miller
24/2
HMT Members 24/2
1) Meeting between Dave Miller,
Janet Topham, John Meagher and Bruce
McNiven held.
2) Janet Topham has issue
Dave Miller. Comments awaitéd.
3) Tim O'Leary to,xéport at end of
February on boundayy issues.
Dave Miller to provide overall status Se
statement toHMT. °
Improvement opportunities identified ©
‘were:
1) John Meagher to arrange a
presentation on the HORIZON HMT to BA
CAPS (PET).
2) Andy Radka to consider holding a
joint workshop / awayday for Service
Management Teams,
3) Andy Radka to look at
opportunities for exchanging staff between
HORIZON and CAPS Service Management
Teams,
Progress on initiatives to be reported to
HMT.
Note- Number identifies date of HMT meeting when first raised
{month / day] and action reference number.
3 Mar
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. Horizon Management Team Meeting, Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead . Status Action -
—~ Review
on
12/23-27, Programme HMT members to identify Pathway areas for © HMT Members 17/2 Janet Topham reviewed proposals received
Management - improvement. and issued to Dave Miller.
Working Practices Dave Miller to provide feedback to HMT. 3 Mar
01/19-39 Programme Plans NR2+ E2E design not now expected to John Bruce 26/1- Joanne White and John Bruce have 3 Mar
complete until end February/week 1 March. . reviewed the Pathway Handshake
ow wy Milestones and Joanne White is responding
ve weet. to Pathway.
Qed Cun wie Andrew Simpkins to report progress in D .
wht this area to the HMT.
01/19-40 Programme Plans Need to develop a communications plan for John 19/1 John Bruce & Mark Kelly to meet to 3 Mar. ee
. NR2+ Bruce/ Mark review.
Kelly
01/19-41 ProgrammePlans NR2+ Test Strategy to be developed; this will RichardGaze 26/1 Agreed that Testing would lead this. 30 Ma
require input from Product Assurance and Testing to provide High Level Test Plan for
Release management. end March.
Richard Gaze to report progress.
02/03-3 Programme Following Star Chamber there will need tobe —_ Dave Miller 17/2 Budget allocation expected on 25 February.
Resourcing a reappraisal of Programme budgets. Dave Miller to provide feedbacktoHMT 3 Mar
utr Se
—_—
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Horizon Management Team Meeting, Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on
11/19-6 Programme « Additional PC Support required Jan Topham .24/2 ' Terminal House. Move to Greville St.
Resourcing : Confirmed. Target is June/July. Details to
© Competence of IT Support Staff to be be confirmed with John Denham.
reviewed .
Jan Topham to pursue if there is an option
¢ ITSLAs to be reviewed to remain in Terminal House (until any
problems with servers etc. have been
¢ Facilities support arrangements giving resolved).
cause for concern - arrangements & staffing
to be reviewed. Important not to overlook the
Implementation Staff (approx. 20) currently
working outside Terminal House.
Janet Topham to provide updates to 10 Mar
HMT.
02/24-3 Programme Concern was expressed regarding the possible Bruce I 24/2 Dave Miller to raise to the next 24 Mar
Resourcing loss of key Programme staff. McNiven HORIZON Board the issue of staff
shortages and the ‘poaching’ of HORIZON
staff by other Business Units.
02/10-3 Release Assurance Lack of visibility of the Pathway design : John Meagher 24/2 —_ Pathway have not commented on Horizoy
Release Assurane
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Pathway unwillingness to provide access to
design documentation [Risk 0005 refers]
Dave Miller
Requirements to be established.
concerns. Dave Miller to press Mil,
Coombs for a response.
clarify this action and decifle if still valid.
If yes, action to be identifitd and agreed.
Note- Number identifies date of HMT meeting when first raised
[month / day] and action reference number.
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Horizon Management Team Meeting ‘Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on
01/26-44 Release
Management
'02/24-2 —_—- Release
Management
02/24-1 Business Service
Management
02/17-1 General
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Cut-off point (or ‘drop-dead’ point) needed for Andrew 24/2
Multi-Benefit start date. Needs to be Simpkins
addressed at the Firebreak workshop.
Andrew Simpkins to assume the role of Live Andrew 24/2
Trial Manager (Stage Manager). Simpkins
A recent proposal by Pathway may resultinno Bruce 24/2
Help Desks being available during initial roll- © McNiven
out. This will mean that there will be no Help
escalation path,
To consider a ‘dressing down’ day once a : John Meagher 17/2
month when ‘smart but casual’ wear would be
acceptable.
Note- Number identifies date of HMT meeting when first raised
[month / day] and action reference number.
No action possible until issues with BA on
the multi-benefit start date can be resolved.
Andrew Simpkins has spoken to Vince
Gaskell and CAPS are expected to propose
a way ahead which will retain the multi-
benefit MOT start date of 12 April.
Andrew Simpkins to progress and
confirm the latest date this year (1999) that 3 Mar
CAPS could start multi-benefit Live Trial.
1) A paper on ‘managing the Live
Trial’ was presented to the HMT on 24
February, Andrew Simpkins to present ‘10 Mar
the paper to John Main. fi
2) HMT members to identify who 10 Mar
would represent them at the POCL Live
Trial Forum to be set up (from Service
Management, Implementation and Release
Management).: Andrew Simpkins to be
informed.
This potential issue is being taken up with
Pathway,
Bruce McNiven to report outcome. 3 Mar
Janct Topham to arrange. ayh
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ris : Horizon Management Team Meeting, Summary & Status of Actions Date: 24 February 1999
Number I Subject Area Action Lead Status Action -
Review
on VA
02/17-2 General To avoid embarrassment over possible security John Meagher. 17/2 Janet Topham to consider what can be 3 Mj
breaches consideration to be given to produced and by whom.
producing a ‘pack’ with basic guidelines to be
followed,
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i]
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Lilley, June
From:
To:
Ce:
Subject:
Date:
All,
Attached is the Agenda for Wednesday's HMT meeting plus updated actions. The HMT ‘pack’ will be
issued on Monday.
Also attached (in PowerPoint format) is the presentation material (on Live Trial) issued at the HMT
meeting on 24 February.by Andrew Simpkins.
Mark
Is there anything from the notes that you believe should be given a wider circulation (‘communicated’)?
Bob
<<File Attachment: 2402ALL.DOC> > < <File Attachment: HMT2402.PPT> >
Burkin, Bob ,
Radka, Andy SM PROJECT; Kelly, Mark; McNiven, Bruce; Meagher, John; Miller,
Dave (Horizon); Simpkins Andrew (internet); Richard Gaze; Topham ,
Janet(general)
Brazear,Dick; Meszaros, Eszter; Robinson, Lucy; Barnard, Marisa; Smith, Avila;
Lilley, June
For HMT 3 March 1999
26 February 1999 16:08
Page 1
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Horizon Programme
Fortnightly Progress Reports
for HMT on: 3 March 1999
Cut-Off : 26 February 1999
Distribution:
Programme Director- _D. W. Miller
Implementation - B. McNiven
Testing - R.Gaze
Product Assurance - J. Meagher
Service Management- A. Radka
Programme Office - JTopham
Communications - M. Kelly
Release Management- —_A. Simpkins
Copies: D. Brazear, B. Burkin, P. Kennedy, R Stocker, J. Bruce,
S. Bond, N. Mohindra
Section 0-Pagei Hmt0303.Doc
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Horizon Programme
Table of Contents
Programme Projects
1 Release Management
2. Implementation
3. Testing
4, Service Management
5. Product Assurance
6. Reference Data
7. Communications
8. Programme Management Office
Dependent Projects
9. Transaction Processing
10. TIP (plus APACHI & CBDB)
11. OSG/HAPS
12. SAPADS
13. Pathway
(input to most recent Checkpoint meeting included for completeness )
Programme Summaries
14.
Integrated Programme Plan Status Report
(plus Programme Planning Exception Report
and Programme Four week look ahead)
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Horizon Programme Section 1
HMT Report
3 March 1999
Progress Report for : Release Management
Report for Period Ending: 26 February 1999
Achievements
Following the unilateral decision by CAPS to suspend multi-benefit testing on
8th February a meeting with CAPS, Horizon and Pathway was planned to take
place at the beginning of this week. However, for contractual reasons, this
meeting did not take place and it is still not yet clear how any replanning
activity will be taken forward.
Ministerial decisions are also still awaited.
MOT and E2E are underway and good progress is being made. There are a
few critical issues at the moment, three of which it is believed can be resolved
easily.
The -6 week RAB meeting was held on 26‘ February 1999. This confirmed
that there are no major issues currently other than the need to clear the
outstanding CCNs (see below) by the final RAB (7 April), to resolve
outstanding contractual issues such as the BES/PAS boundary, and the
development of the Service Management area.
The RAB identified the need to specifically focus on CCNs and those that
need to be resolved before the final RAB meeting.
As part of the RAB process an internal review within Release Management
was undertaken to identify critical path activities associated with the plan
towards the release of NR2.
Work is in hand to develop the process and criteria for the NRO RAB.
Dave Miller has agreed that a Live Trial Manager within Release Management
will be appointed as a matter of urgency to co-ordinate and control the Live
Trial across the programme.
Migration pre-proving exercise has been successful and has proved to be
invaluable. It is largely completed but work will continue until 5 March to
extend the tests.
Migration plans for 1c to NR2 continue on schedule with no major issues.
There is a question over the provision of foreign encashments on the Saturday
afternoon of the data centre migration and this is being addressed. The risk
assessment for undertaking the dual data centre migration on 12/13" June is
being evaluated by POCL.
The new version of the Migration PID has been issued and approved by.
CAPS and Pathway. Awaiting approval from POCL and Horizon (except
Graham Shervington).
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Horizon Programme
HMT Report
3 March 1999
Section 1
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Terms of reference for the co-ordination of reference data changes project
have been approved by Pathway and Product Assurance with some minor
caveats. The exercise is now underway being led by Bruce Talmage reporting
to Richard Gaze.
The E2E design review of NR2+ previously scheduled for early February is
now forecast to be completed by 12' March 1999 though we await details of
impact assessment timescales from associated Projects which is being
monitored by Product Assurance and Release Management.
The NR2+ release plan is in development. Now that an APS Product Manager
has been appointed to take over from John Bruce, this should progress more
quickly.
The agreement of the design and contractual relationships for the APS SPM
and Quantum products is running behind schedule and may impact the
NR2+ timescales. Pathway have stated that these must be resolved by 31st
March to avoid impact on the NR2+ plans
Targets for Next Period
To control all release aspects of the programme as we approach the final hurdles
prior to implementation of NR2.
To gain clarification of CAPS plans for multi-benefit testing and release.
To develop the Live Trial plans.
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Horizon Programme
Section 2
HMT Report
3 March 1999
Progress Report for Horizon Implementation
Report for Period Ending : 26 February 1999
Achievements
Migration Strategy reviewed, comments returned
Walkthrough of ECCO to Horizon implementation plan undertaken with OSG /
Helpdesk
Agreed ‘fast track’ reference data change process incorporated into Guide
ECCO migration procedures refined through Pre Proving exercise
Draft low level rollout plan for 204 1c outlets produced
Agreed the Horizon input to the new counter pedestal which will be produced by
outlet equipment
Completion of investigation into number and. type of suspensions that are effecting
rollout
Initial testing of scheduling tool successfully completed, currently taking on FSM
improvement suggestions
New Reporting & Scheduling manager appointed.
Field Support Management (FSM) Process Document with FSM’s for review
24 week of additional training courses being run - research services are assessing the
performance of individuals post & pre training, results are due 29" March
All User Guides delivered to MOT on time
All courses now baselined except HFSO.
Targets for Next Period
Completion of the 204 physical upgrade
Documented and agreed revised role of SSM’s
Way forward found in ISIS offices with ISIS undertaking the shelving / power /
LAN box completion for Horizon.
Agreement to the levels of sign off for HIM / IPM teams following commercial
discussions
Transfer of reporting responsibilities to SNI planned for w /c 22 March
Baseline POCL HFSO / HFSTL Induction Course
Pursue filed support training development
Finalise MiMAN / MiECCO procedures
Pre Migration Preparation Pack baselined for Live Trial Outlets
Pro - forma for ‘handover’ of outlets from Implementation to Service Management
finalised
Live Trial rollout plan baselined
Walkthrough of ECCO to Horizon implementation plan to all key business areas
completed
Draft Plan for ‘Rehearsals’ produced
Arrange spend for all supporting materials for Live Trial filed support (hire cars,
cases, calculators etc.)
Training Mode demo 11'* March
HFSO course development
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Horizon Programme Section 3
HMT Report
3 March 1999
Progress Report for HORIZON TESTING
Report for period ending 26 February 1999
Achievements
E2E Final Pass/ Model Office
Both E2E Final Pass and Model Office Trials continue towards the mid-point in the schedule without any the
slippage that characterised MOR and earlier passes. Status remains GREEN.
Bulletins are issued following daily progress meetings for both E2E and MOT and distributed to all key
parties. Weekly progress meetings are.being held to review both progress and incidents.
The tables below indicate progress with re-tests covering E2E Final Pass and MOT to Friday 26.
£2E Final Pass (Day 18 of 33) — Reported Friday February 26.
Re-tests
High Medium Low Total
Re-tests planned in cycle 2 17 20 39
Re-tests planned todate 6 6 12
Re-tests actual todate 6 6 12
Unable to re-test 0
Re-tests failed 0
Retest scheduled but fixed in live trial not E2E 1 1
Incidents closed 6 6 12
Outstanding Re-tests 2 11 14 27
New Incidents
High Medium Low Un- Total
classified
Raised from start of E2E Final 1 32 80 10 123
INew Incidents Closed 10 27 8 45
[Outstanding new incidents 1 22 53 2 78
puMMARY OF OUTSTANDING INCIDENTS
High Medium Low Unclassifie Total
(Closed to be confirmed 9
IUnder Investigation 10
[Unclassified 2
IMust Fix Before Live Trial (H) 1
Should Fix Before Live Trial (M) 5
ust Fix Before Completion of Live AG Fe 10
Fix Following Completion of Live Trial 33 33
Fixed for Live Trial 6 8
(Total Outstanding 53 2 78
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Model Office (Day 9) — Reported Friday February 26.
Re-tests
High Mcdium Low Total
e Re-tests planned in cycle 5 49 43 97
© Re-tests failed (and now raised as new 2 2 4
incidents)
¢ Incidents not covered in plan 1 6 3 10
Incidents closed 2 ll 22 35
¢ Incidents pending investigation 1 1 1 3
© Outstanding Re-tests 1 29 15 45
Total 5 49 43 97
New Incidents
High Mcdium Low Total
Raised during MOT 0 7 51 122
New Incidents Closed 15 7 22
Outstanding new incidents o* 56 44 100
Summary of the above
Closed :
© Operation/Set-up problem 2 2
e Fixed for Live Trial 7 1 8
© No fault 4 4 8
¢ Procedural 2 2
© Duplicate of existing call 2 2
Under Investigation with :
« Pathway 55 44 99
© Horizon 1 1
0 cb! 51 122
Incidents raised by TIP have been apportioned between E2E Final Pass and MOT to be re-tested in the
following proportions making a total of 202 re-tests overall:
‘IP E2E Incidents for re-test from previous E2E cycles 43
[TIP MOT Incidents for re-test from previous MOT cycles 23
(Total 66
It should be noted, especially for the E2E Final Pass, that re-test progress will accelerate in the final weeks of
the trials due to the long duration of these tests. ~
The.number of new incidents is not unexpected but needs to be managed carefully especially in planning any
targeted testing before Live Trials. Of concern is the growing number of MOT incidents (30% of 140 — 1/3/99)
that are attributable to problems with the user guides & procedures.
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Live Reference Data Proving and Year 2000
Validati
¢ Pathway have encountered problems during the testing of the RDMC and RDDS configuration. As the rig
that is being used to test the mechanism is that which was being used to manage the reference data, all
validation, CTO and verification is effectively on hold until the work is completed. Pathway are in the
process of deciding whether the final configuration will be ready by next week or whether they will need
to reinstate the interim delivery mechanism, that was in place before this work, so that CTO and validation
work can continue. So far no news on this decision. This rig is effectively two weeks overdue and dos not
look like delivery, of any sort, before Wednesday.
* Assuming that Pathway do not fail entirely to deliver some kind of platform and counters for OSG to
finish the validation work, all products will havé been validated by OSG and are just awaiting business
sign-off.
* OSG/HAPS report that good progress is being made although I have not yet been given confirmed delivery
dates. I will be visiting Farnborough on Monday or Tuesday to assess the current situation face-to-face.
«Pathway are planning a regression test of the new cash account report layout in March.
Change Control
¢ This is effectively on hold until the rig is returned.
¢ Asaresult of discussions with TIP, Pathway, OSG, POCL RDS numerous other people, I have given OSG
the go ahead to raise the changes for the product cash account mappings for the 1999/2000 change ahead
of schedule (i.e with earlier effective dates). This gives us a better chance of validating the changes ahead
of live trial and doesn't appear to have any detrimental affect.
Issues for Management Attention
¢ A problem has been discovered where some changes made on the POCL RDS have not found their way to
Pathway. Investigations are underway within POCL RDP to find out where/how this has occurred. Current
theories are that this is duc to an operational hiccup which does not present an existing danger. If this
proves not to be the case, and there is a generic problem with the RDS change control/delivery system, this
could be a serious programme issue.
¢ The CR, 32a, for the cash account report format (amongst others) changes has not been approved. The font
sizecha — nge seems to be a major stumbling block. This has already been raised as an issue at
checkpoint by Rod Stocker but you should be aware of its continued presence as an issue.
Year 2000 testing
Nothing further to report with Year 2000 testing.
Technical and Security Testing
= PinICL clearance continues albeit at a slow rate due to test cells being upgraded to Live Trial increment.
More positive progress should be seen in coming week.
= Integrity, Systems Management and Security Test Reports revised for regression testing and approved for
issue.
NR2 Business Impact PinICL’s CURRENTLY OPEN BY DOMAIN - situation as at 18:00 19/02/99 is:
. . . ay . Page 3
Following an exercise with Pathway last week, the security issues can be further categorised: 8 i
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Following an exercise with Pathway last week, the security issues can be further categorised:
Performance - Summary:
¢ All the Performance Test kit and the EMC discs unit have been repositioned for Tranche3 tests.
¢ The EMC disc clusters have been re-configured to operate with SCSI connection. The EMC unit
now has four disc clusters, which can be operated independently. The message store for Tranche3
testing is now being built.
© The Counter Autoconfiguration test is now complete, Tests to load the virtual office and replicate
outlets within the Correspondence Server are continuing.
© The Test set-up is being built for the 4.10 CNOMPOS test together with building two separate
message stores involving unique NINOs.
e ITSA have yet to issue the report on the CAPS Batch interface test.
Issues
¢ Anew approach to the management of Performance Test activity is being proposed. This needs
early resolution so that it can be adopted for Tranche3.
¢ The Correspondence Back Up Test 8.3 is delayed as we are dependent on CFM to carry out this test
on EMC cluster at Bootle.
System Management - Summary.
AutoConfiguration performance tests run on latest message store completed.
Counter patch tested
MOT latest counters tested successfully
Test report issue 1.2 updated and approved
Draft version 0.3 of consolidated Y2K test report updated (2 Security Y2K tests still outstanding)
Further PINICL clearance
Issues :
© Regression tests on SB 9F8 — Some software distribution tests and autoconfiguration tests have
been run already using the Performance and integrity rigs. We cannot run the full regression suite
until the Security rig is upgraded.
¢ RODB notavailable
Integrity - Summary:
¢ Rebuild of Integ B test cell to 9Finc8 is now complete. Build of new Network is now complete.
Network and System Confidence Test now in progress.
¢ Rebuild of Integ A test cell to 9Finc8 is now in progress and nearing completion.
soe +
Issues cs Page 4
© We are ctill awaitine delivery af CP 1841 and have nat heen notified ofa delivery date This means
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Tssues
© = Weare still awaiting delivery of CP 1541 and have not been notified of a delivery date. This means
that the recovery ofa PC in an outlet has not yet been fully proved.
Security - Summary:
© Security rig maintained at MOT build (7.2.2). Decision taken to remain at this status until
availability of 10F due 1/3/99.
¢ PinlCL clearance has continued
Issues
© Rig not moving to Live Trial baseline until 1/3/99 places a risk to end dates.
© Number of open PinICLs continues to remain relatively high. Currently 67 in total.
Issues - Identify new issues for escalation or information
Issue Description Issue Action
Definition of MOT/E2E exit criteria is required for I RG/JMeagher to define - TBC w/c 1/3/99.
RAB
Risks - Identify new Risks for escalation or information
Risk Description Risk Action
Action is required to retain key test team staff, many I Review options with PMO.
of whom will return to base in March.
Targets for Next Period
. Post MOT & E2E targeted test planning ~
¢ I Distribution of Exit Criteria document
I ,- Outline planning for NR2+
. Budget/Test Scope
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Progress Report for Business Service Management
Report for Period Ending: 26 February 1999
HR/Comms
Achievements:
¢ Business case work completed
¢ Meeting with SSL to discuss HR issues and now have point of contact. Further
meeting organised for 3 March during visit to Doxford
¢ Resourcing for live trial underway
¢ Modular training package for live trial being put together
¢ Industrial relations - briefing to CMA on 17 February, reiterating offer to CWU.
Targets for Next Period:
¢ Communication of live trial
Communication of location decision
Training package designed
Resourcing completed
Understanding on HR issues reached with SSL with agreed approach.
Business Support Centre
Achievements:
Network Business Support Centre
Presentation successfully given to BA and ICL Pathway about the Network Business
Support Centre
Presentation successfully given to the CMA
Direction and population of service design workstream clarifying. Project team
resourced.
Good start of working up impact analysis of incidents arising from “steady state” with
the team as input to the benefit management plan
Improved liaison between POPH, SSL and myself on the business case
Post Office Counters Ltd business concurrence signed off
Service Design
Responsibilities for development of Business process support interfaces have been
identified, and are allocated to specific members of the design team.
Assistance from Pat Rice is being provided to map the entirety of Business Support that
the NBSC will be required to provide.
First walkthrough attended - Business Continuity
Reference data workshop highlighted degree of interaction with ICL Pathway that will be
required, irrespective of contract renegotiations. Contact established with Reference Data
team, HSH servi velopment and POITS RD development
‘Essentials’ for ial identified
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Contact established with BA CAPS and Pathway PCHL
Live Trial:
Two more PO's in place and tasks allocated so we can start to map processes and gather
information.
Work started with Andrew Dowson to firm up Horizon ‘scenarios’
Training booked for all new staff. Material identified for telephone techniques course.
Meeting held with TP - now clearer about our interfaces, although not how we will
handle RED reports
Visited Bristol to view Helpline operation - no vast differences to NE - just information
requirements :
Agreed opening hours - need to find volunteers to work until 8pm on Wednesdays.
Draft standards put together for live trial staff
Meeting booked with 9 staff who have been identified, to tell them what our plans are
and as a ‘team building’ exercise.
People:
¢ Continuing to work on organisational structure for BSM and
accommodation/ migration issues
Resourcing for BSM posts - all assessments completed
Overall resourcing plan prepared and issued
Internal communications activity plan put together
Further contact made with SSL on support centre HR issues
More job descriptions prepared
Plan completely updated and ready to baseline
Presentation given to CMA
Targets for Next Period:
NBSC:
¢ SSL MaPEC case finalised with necessary Post Office Counters Ltd’s input
¢ roles and responsibilities within IT workstream clarified
* process for liaison across SSL, Post Office Counters Ltd and suppliers agreed with SSL
project controller
¢ project plan baselined
Service Design:
Initial call matrix produced for NBSC
Scoping exercise completed, POCL resources released for detailed design of end-to-end
OBC procedures for use in the NBSC
Reconciliation walkthrough completed
Principles for Pathway and BA interfaces agreed
Discussions on electronic interfaces to Pathway and BA commenced
Live Trial: . ee .
Sort out scripted responses for as many potential queries/ problems as possible.
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People:
¢ Communications plan issued following team planning day
Modular training package put together for live trial
More jobs described and evaluated
HR issues discussed and approach agreed with SSL
Resource and migration plan agreed
Development Strand 2
Achievements
BSM Development plan completed
Incident/ Problem framework docs issued for final review.
Implementation plans for live trial BSC in place
HAPS System recovery test in place
Specification for Configuration database with POITS
BCM walkthrough held
BCM framework doc nearing completion
POCL risk assessments almost complete
Plans to deliver ICL /Pathway recovery plans in place
John O’Brien (RNM Midlands ) to join BSM Dev team
Assessments for BSM posts commenced
Targets for Next Period
ATP framework developed
Problem/Incident Management Documents signed off
BCM framework document agreed
Business Case
Achievements
Budget bid prepared and submitted to Horizon finance team. AR had a meeting with
DWM to agree cuts to bid. Proposed cuts amount to £2.2m made up mainly of reductions
to the SSL charge, T&S, Staff and recruitment costs. A full breakdown of this figure, with
explanations, has been circulated to AR’s direct reports. This figure is subject to change as
the Star Chamber review has yet to be finalised and further cuts could be imposed.
Group Investment Appraisal have indicated that POCL will have to submit a business
case to MaPEC. Advice has been given to the Project Manager (KD) regarding this.
Project Performance report prepared for David Smith’s team. This was the first time we
had sent this report and the information was taken from the CoMPEC case and the
project profile. This will bé a nionthly requirement and hopefully fature months reports
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will be more comprehensive. I have circulated the report to Lead Team members for their
input.
Project Office and OBC
Achievements
Risk and Issues Manager appointed - Nicola Wood (starting 02/03/99)
¢ Programme Office Manager appointed - Paula Astles (starting 22/03/99)
¢ Assurance Manager appointed - Diane Woodhouse - Diane is joining from the
Midland region for two days per week for an initial three months providing assurance
on programme deliverables.
¢ Maggie Roberts is now located with the rest of the Business Service Management team
in the Portacabin.
Targets for Next Period
¢ Operational Business Change (OBC) report to be formalised for w/c 8'* March 1999
¢ OBC presentation to HMT due on the 17 March 1999
* Dialogue between Business Service Management and OSG to commence.
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Progress Report for : Product Assurance
Report for Period Ending: 26 February 1999
Achievements
Solution Architecture
¢ A proposal document outlining the role, responsibilities and outputs of the
Joint End-to-End Design Board has been drafted and will be circulated for
review on 1 March.
¢ Baseline Architecture Documentation still being re-worked following
agreements made at the JED Working Party. This has taken a lower priority
as the NR2+ work takes precedent.
¢ Joint working continues on NR2+: end-to-end design being documented
for AP SMART and Direct Client I/F; AP Migration; Soft EVP and LFS.
Internal reviews have been performed on AP & EVP. Reviews with the
Sponsors have taken place for AP. A series of joint design walk-throughs
have been arranged with Pathway.
¢ LES CARS required for design phase were delivered to Pathway on 12
February, however, further comments were received from POCL five o
which potentially constitute new requirements which will now be
introduced via. CR.
¢ Meeting held with TIP and Pathway to agree way ahead on TIP’s
requirements of Pathway for a series of minor performance enhancements
in NR2+. The scope of these was agreed and Pathway concluded that apart
from one change they were all minor changes. Way ahead agreed on all
other requirements hidden in appendices of AIS. TIP to raise a CR for
Pathway to formally impact. There is no perceived impact on the end-to-
end design.
¢ Work has continues on the NR2+ Storyboard
*« Feedback from Pathway on Reference Data’s requirements of Pathway for
NR2+ now received. AIS being revised and will be reviewed when
complete.
¢ Y¥2K work progressing well. R2 is compliant. Test Closure Report re-
worked following comments received. Work plan for 1999 is progressing.
R1C Contingency Options Paper has been reviewed and was taken to
Horizon Board - CR to be raised for option 5 regarding release 1C.
Acceptance
* 21 acceptance specs are now at status ‘green’. The 3 remaining specs are:
BES status ‘red’ where POCL have now written to BA proposing a way-
forward ; BPS Performance status ‘red’ was raised late and being reviewed,
however, this could be subjected to the same problem as BES; POCL
Infrastructure ‘amber’ but moving to ‘green’. - -—~
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¢ Acceptance Trials closure reports received for OBCS, AP, Reference data
and Customer Education - all in review.
« We have now agreed the outline approach to acceptance reviews with
POCL and the process document has been issued for agreement.
Assurance
Security
¢ Pathway have report that physical security has been upgraded at a number
of sites (Wigan etc.) as requested. Inspections will be undertaken by the
security team, probably during Live Trial.
Functional Design
¢ BES -Summarised receipts for BES agreed with POCL and now submitted
to BA for approval although Pathway indicate that the POCL agreement is
too late for incorporation into NR2+ - negotiations are ongoing to obtain
agreement on inclusion. Assessing current design of BES/OBCS reports &
receipts aimed at achieving sign off of Reports & Receipts Document -
await Pathway to advise the NR2 implementation. Reconciliation ‘A 2 A’
related documents completed but still awaiting final POCL sign off.
¢ OBCS - provisional way forward identified for reformatting the stop-list -
await POCL to raise CR for 2+
¢ CAPs Interface DIDVR for R3.5 approved by Pathway
* User Guides - 4 user guides updated as a result of PPD comments and
MOR3 PinICLs
« Automated Payments - process review panel-now to be formed, aim to
complete APS review mid April.
¢ Reference Data - discussions with Pathway and Service Management to
determine scope for accounting reconciliation incidents via RD. Appears
likely that some accounting incident process management work will be
needed. Agreement between BA & POCL on PO closures and transmission
of reference data for Bank Holiday Closures
¢ EPOSS Assurance reviews recommenced, covering discrepancy handling,
journalising and access control. Meeting 11 Feb discussed our paper
outlining solutions to stock unit establishment as outlet migrates to
Horizon. Final BPD process review on 17 February. Aim to produce joint
EPOSS Incident Reconciliation paper by 8 March
¢ PPDs - Reviewed PPDs against EPOSS design, User Guide and BPDs.
¢ Audit - Schedule of acceptance reviews agreed with Sponsors.
¢ Business Process Diagrams - Other-than EPOSS, version 5.0 of the BPD
document were finished on time on 19 February and passed to reviewers of
the PPDs. EPOSS BPDs have been delayed awaiting revised versions of the
Functional Description and Business Rules from Pathway. (The impactof —- —-~
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this is reduced because the EPOSS PPDs have also been delayed). We are
now using Pathway's internal versions of the Functional Description
(version 3.8) and Business Rules (version 0.9) to enable the EPOSS diagrams
to be completed. The EPOSS BPDs will be issued on 26 February. We will
issue the full version 5 document when we have final versions of the
Functional Description and Business Rules from ICL Pathway.
¢ Infrastructure: - Revised specification for Moveable Solution and final
prototype reviewed. Amended documentation still to be provided, but no
issue. Initial discussions on “laptop” solution have begun. A series of
Technical Assurance Forums have now completed. 20 Issues (potential
system deficiencies), 32 Queries (extant actions / apparent contradictions)
and 7 Queries from the last TAF that missed the early submissions. Only
five items have been closed down so far.
¢ KPR- Ongoing reviews with sponsors.
¢ Reconciliation: Agreed with BA that all process documents will be
baselined and those signed off at the working level will be subject of CRs
to place them on the contract controlled register. All EPOSS processes have
been analysed and reviewed by the process development panel. The E2E
process document will be issued on Monday 1 March for final validation
prior to its issue for sign off. Any significant impacts on the User Guide
will be recommended for change to Head Office Publications.
Targets for Next Period
Solution Architecture
¢ Finalise documentation set, JED processes, TOR and produce JED Proposal
Document for initial review.
* Continue to develop documentation set as a low priority
¢ Arrange a meeting with CAPS to update him on progress of JED W/P and
ensure on-going commitment.
¢ Continue to progress NR2+ design initiatives. Complete PETS and PPETS -
in particular, complete LFS PETS.
° Complete NR2+ Storyboard
¢ Complete NR2+ Internal SAT Design reviews and Reviews with the
Sponsors
¢ Arrange and commence NR2+ Joint End-to-end Design walk-throughs
with Pathway
¢ Commence pulling together RETS and ‘Design Framework’ pack. Prepare
for presentation s to Horizon.
¢ Gain sign-off to Y2K Test Closure Report
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Acceptance
¢ Progress three Acceptance Specifications (BES, POCL Infrastructure and
BPS Performance) to a state where they can be approved.
¢ Progress the sign-off OBCS, Customer Education & APS closure reports
and resolve Customer Education Closure Report.
¢ Agree the process for management of Acceptance Incidents, in Live Trial.
« Complete the conduct of Acceptance Reviews in conjunction with Pathway.
Assurance
© Continue to identify design issues and develop associated work-arounds.
¢ Work on reviewing and agreeing the KPR with Sponsors.
* Continue to support resolution of issues emerging from Testing.
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Progress Report for: REFERENCE DATA Report for Period Ending : 28 February 1999
Achievements
¢ Plan for Reference Data in BAU continuing.
¢ Full review of risks and issues completed and logs revised.
Full project review methodology and reporting implemented.
Progress according to plan on 6.3.
Progress according to plan on testing.
RDS/Pathway/TIP synchronisation issues near to resolution.
Business continuity co-ordinator appointed.
Approach to closure agreed with BA.
OLA work with Pathway and TIP progressing well
Product / Outlet mapping data distributed for sign-off by Head Office account teams.
Outlet data signed off as accurate by RGMs for live Trial offices.
Low-level, detailed, operational quality plan implemented.
Targets for Next Period:
¢ Continue discussions about Service Management support of RDS.
¢ Progress discussions with Data Management and conformance project teams to ensure best fit and
utilisation of Reference Data.
Continue BAU plan.
OLA with Pathway in final draft.
OLA with TIP in first draft.
Synchronisation measures agreed.
Agree automated type B feed.
Continue release 2+ planning and scoping.
Business continuity measures planned.
Continuing detailed work on release 2+
EtoE/MOT testing underway.
Work will continue on enhancements to the processes to encompass class b and error management
procedures.
Sign-off of “live trial” item/outlet data.
© Ongoing data quality activities.
© Ongoing resolution of PinICLs. The target is to achieve zero open PinICLs.
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Progress Report for : Communications
Report for Period Ending : 26 February 1999
Achievements
Summarise Communications Strategy, including ICL Pathway role
Develop and present Management Awareness Event (phase two) content in line with
existing plan
Prep. media briefs for Communications panel 26.2.99
Customer Education Implementation Group meeting - DSS Newcastle 23.2.99
Follow up on Payment Card TV ad.
Liaison with ICL Pathway - Anna Campopiano 23.2.99
Arrange ICL Pathway Customer Education presentation to Heads of
Communication Network- Apr
Develop Horizon/BSM Intranet site - meeting 17.2.99
Clear Horizon Update article19.2.99
Clear Vision & Mission link article for Courier
Clear 24 article for Midlands Focus
Clear article for NW/NW regional publication All Together Now
Clear Government Gateway exhibition panels
Draft article for RML South Central
NE Regional Roadshow - Carlisle 18.2.99 - 19.2.99
Progress Horizon presence at Sub Post Office Exhibition, Doncaster 24" - 25th April
Progress Horizon presence at NFSP Conference, Scarborough 17% -19 May
Progress Horizon presence at CWU Conference, Bournemouth 24 - 26 May
Review use of Horizon messages with ICL Pathway 26.2.99
HMT meeting (Feltham) 26.1.99
Targets for Next Period
Analyse and report back on feedback from Horizon Team Leaders briefing
notes/sessions
Develop NR2+ communication plan 2.3.99
Reissue Horizon Communications strategy and tactical plan
Liaise Operational Service Management re: steady state closure notices 17.2.99
Clear articles for regional Talkback pages
Clear article for regional publications
Finalise Horizon implementation guide
Communications strategy and organisation meeting 9.3.99
Horizon communications and ICL Pathway 10.3.99
Liaison meeting with ICL Pathway (Press and PR issues 5.3.99)
Exhibitions/conference planning
Draft and clear update article for Newsbrief Monthly (March)
Confirm outline article for Your Business (April)
Arrange interview with Dave re: Horizon article for Courier (April)
Horizon open forum (March)
Lotus Notes training 1.3.99
Management team meeting -TH3.3.99 ~~
Management team meeting - Feltham 10.3.99
A/L11-12.3.99
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Progress Report for : Programme Management Office
Report for Period Ending : 26 February 1999
Progress against Plan
Change / Document Management
Agreements to Agree - A meeting took place with Pathway on 24 February to
review progress on the submission of Agreements to Agree. Pathway have
made limited progress in submitting A to As during the past two weeks, and
are not in a position to meet their internal target to complete submission of
outstanding A to As by the end of February.
Volumes of work in the change and document management area are
increasing in the lead up to the NR2 Release Authorisation Board.
Arrangements have been set up to increase the level of monitoring, review
and, where necessary, escalation of outstanding CCNs which need to be
resolved before the Release Authorisation Board for NR2 can reach a decision.
Facilities - Move from Terminal House to Greville Street
Discussions have continued with the Migration Team on the provision to be
made at Greville Street for the Horizon Programme. Decisions have still to be
made on which other POCL groups will be based at Greville Street and these
will need to be framed in the context of wider Post Office re-organisation
activity. Development work on the Horizon move will be tentative until the
final occupiers are decided.
The current plan assumes that all Horizon staff currently in Terminal House
(including the Business Service Management Team) plus the Implementation
staff based at KEB (125 staff in all) will move to Greville Street. The staff
outhoused at SELDO and Feltham will not be moved. Any changes to current
staff numbers need to be advised urgently.
Discussions are taking place with the IS / IT Strategy Group on computer
support at Greville Street and on arrangements for the transfer of data.
Finance
Initial review of budget bids completed, and HMT members advised of
budget reductions.
Planning
The Integrated Programme Plan has again been updated based on input
received from Horizon Teams and support projects as part of the fortnightly
turnaround process. An update from BA CAPS was also received.
A response has been issued to Pathway addressing their comments on the IPP
received at the 24 February Checkpoint Meeting . Some of Pathway’s
comments / dates quoted have been used to update the IPP. tones
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Following discussion with Business Service Management the BSM activities
on the IPP have been revised and additional Level 1 activities added.
A meeting has been held with the Release Management Nile 2+ Manager.
Work will continue on developing the NR2+ plan to a revised structure.
Targets for Next Period
Change / Document Management
Agreements to Agree - Further discussion with Pathway on the process for
the submission and delivery of Agreements to Agree, and the identification of
Agreements to Agree that must be in place in time for the Release
Authorisation Board for NR2.
Monitoring and progress chasing for outstanding CCNs for NR2 as input to
the 11 March Release Authorisation Board. -
Review of document and change management arrangements to support staff
changes at the end of the financial year.
Facilities - Move from Terminal House to Greville Street
The Migration Team are due to provide initial layout plans for comment by
the Horizon Programme.
Continuation of discussions with the IS / IT Strategy Team on the provision
of suitable PC network services at Greville Street and transfer of information
from the Terminal House network. Lo?
Finance
Further review and analysis of the Programme budget with Dave Miller to
identify other savings / approaches to bridge the budget shortfall.
Planning
Further meetings to be held with the NR2+ Manager to aid development of
the NR2+ plan.
Risk/ Issue Management
Meeting of the Risk & Issue Management Focus Group scheduled for 4 March
1999,
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Section 9
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3 March 1999
Progress Report for : Transaction Processing
Report for Period Ending: 26 February 1999
report unavailable at time of issue
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Horizon Programme Section 10
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Progress Report for: TIP
Report for Period Ending: 26 February 1999
The build phase for Batch 1 has started and is scheduled to complete at the
end of April. In view of changed timescales within the business for delivery, it
has been agreed that the Batch 1 functionality currently within Batch 2 (due to
the original timescales for delivery) will be moved into the Batch 1 delivery
under Change Control.
The Post Office Board decision to approve the Data Hub and Operational TIP
business case but not to incur any further ‘incremental spend’ until the
Horizon issue is resolved, has led to the development proceeding on a rolling
one month notice period to limit liability.
Capital spend for the Data Hub machine and Operational TIP System Testing
has been deferred. If the Horizon issue is not resolved in the near future then
alternative methods for both system testing and provision of a Hub Service
will have to be put in place. This should now be considered as an increasing
project risk.
The strategic planning for the System Test phase has been delayed due to the
key resource being seconded to Interim TIP to cover for staff shortages and
inexperience. This should now be considered a project risk.
The Interim TIP work has concentrated in the final pass testing for End to End
and Model Office and is on target. Daily reports are being produced to
support co-ordinated activity. 7
Planned Activity Achievement against I Okay I Planned next period
Interim TIP milestones ?
Current activity is outside I Carried out various test I Y Complete end to
of that planned inorder I phases end/model office final
that the May 1999 pass testing.
Horizon target can be Progressed the Y
met. preparation of the MOT &
E2E scripts
and expected results
Y
Commenced end to end
and model office final
pass testing.
Operational TIP
Clarify position on None. Project proceeding I N Progress the delay in
incremental spend on on the assumption of a purchase of production
project. rolling month's notice hardware. Original order
until Horizon issue date 18/12/98
resolved. :
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Raise non chargeable Complete Y
change control to move
any Batch 1 functionality
(originally in Batch 2 due
to timescales)into Batch
1).
Obtain sign off for Batch 1 I Completed. Y
high level design.
Continue Batch 1 detailed I Ongoing Y Complete detailed design
design and development. and continue
development and testing
strategy.
Section 10- Page 23"
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Horizon Programme
HMT Report
3 March 1999
Section 11
Progress Report for : OSG/HAPS
Report for Period Ending : 26 February 1999
Achievements
Progress:
¢ NR2E3
¢ Pathway have indicated that a Cycle 2 of Direct Interface Testing will not be
required. Confirmation in writing that this is correct has been requested.
° OSG Supporting End to End
¢ Testing started on schedule and has shown a marked improvement from
previous E2E cycles.
¢ Initially a few problems were experienced with delivery of Horizon files but
these appear to be mainly due to Pathway set-up errors.
¢ To date HAPS APS reconciliation has been successful, however it should be
borne in mind that only very limited transaction volumes are being tested.
* Horizon APS Reconciliation Reports have been received from Pathway for
the first time since testing began. A number of errors and omissions have
been identified by OSG which Pathway BSU are tracking under the PinICL
system. It is expected that these errors will be resolved for Live Trial. As yet,
it has also not been possible to test all of the reports received from Pathway.
¢ OSG Supporting MOT
Testing started on schedule with only minor problems experienced in the
first week.
« However, since Day 6 delivery of Horizon files has been problematical.
Horizon files are currently having to be processed one day later than
planned due to the problems being experienced.
¢ PinICL’s have been raised against the problems and Pathway have been
attempting to resolve them all week.
¢ A request has been received from Pathway for the outstanding files for
yesterday to be processed today in an attempt to get MOT back on track for
the weekend. Pathway have also provided assurances that the problem will
be resolved today.
¢ The first Horizon APS Reconciliation Reports have been received from
Pathway today covering the last four days of testing. As yet the reports have
not been fully reviewed.
Targets for Next Period
¢ Receive confirmation from Pathway that NR2E, DIT cycle 2 is not required.
¢ E2E Final Pass and MOT - continued support to the Horizon Test Team
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I
Horizon Programme Section 12
HMT Report
3 March 1999
.
Progress Report for : SAPADS
Report for Period Ending : 26 February 1999
Report unavailable at time of issue
7 ; Section 12-Pagel - I
scnsepiaes
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Horizon Programme
Section 13
HMT Report
3 March 1999
Progress Report for : ICL Pathway
Report for Period Ending : 24 February 1999
1.
11
12
21
2.2
PLANNING
Plan
A review has been conducted of the Horizon IPP version 7 and a formal note will
be issued. The review also contains comments on some non-Pathway activities.
A new version of the Horizon IPP was received on 19/2/99 and comments will be
included in the version 7 comments w/c 22/02/99.
Handshake milestones
No input has been received from Horizon concerning the Implementation handshake
milestones issued on 21/1/99. In order to move things forward Pathway have issued the
list again, with the latest set of date information. The expectation is that Horizon will
issue an updated list by 26/2/99. The list of NR2+ design milestones will be issued into
the Horizon turnaround process also on 26/2/99.
TECHNICAL & SECURITY TESTING
General
As we are now at the stage of running MOT and preparing for Live Trial the frequency
of the joint reviews of outstanding PinICLs with Horizon has been increased to weekly.
An Acceptance Testing Documentation completeness review has been conducted.
Performance -
The MIS interface (test 6.4) report has been issued for comments, as has the report for test 4.9, OBCS
2.3
24
2.5
Stops.
Security
Regression testing the MOT software has completed all high and medium impact
PinICLs that would impact MOT have now been closed.
Technical Integrity & Networking
The test report detailing results of MOT regression testing has been approved at issue
1.1 and distributed. Further regression now continues in preparation for Live Trial.
Systems Management ~
The last outstanding failed test in this area has now been rerun on the MOT software set
and passed. MOT regression testing has now completed and the test report updated,
approved, and issued at version 1.1.
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61
6.2
MULTI BENEFIT TESTING WITH CAPS
This phase of testing was abandoned by CAPS on 8/2/99 with the last runs being
undertaken on 5/2/99. Pathway have retained the test environment awaiting further
developments.
END TO END
End 2 End testing preparation commenced 8/2 and counter activity started 13/2 and has
progressed successfully each day since. -
There have been teething issues with the daily reporting of incidents, but this is starting
to come under control. To date there have not been any High priority incidents and the
majority of incidents raised have been of a Low priority.
Some areas of functionality that have known issues and an agreement to a Live Trial
resolution have caused problems. These have been raised on the POCL co-ordination
report, although they were known issues, and have caused a downward movement in the
overall performance summary reported.
Pathway needs assurance that the POCL co-ordination report remains in the POCL
domain and requests clarification as to whether Pathway should respond to each
statement made in case misunderstandings arise.
MODEL OFFICE TEST
MOT started on schedule with counters being delivered into Borough on 15/2. The first
Ric counter activity and the first PO migration to R2 was on 17/2.
To date testing has progressed well, with the Data Centre migrated to R2 over the
weekend of the 20/21-2. .
R2 counter activity on the R2 Data Centre commences 22/2.
TRAINING DEVELOPMENT
User Training
Training for POCL staff involved in E2E and MOT has taken place.
HEFSO Training
No progress. POCL’s informally requested changes to the course structure have still not
been finalised. A meeting is scheduled for 25/2/99 in an attempt to resolve the oustanding
issues,
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Section 13
7. EPOSS USABILITY STUDY (Twickenham)
The electrical work has been completed successfully. WTL inspected the work on
12/2/99. The counters were built and tested w/c 15/2/99 and installation took place on
19/2/99. The study commenced 22/2/99.
8. ACCEPTANCE PREPARATION & TESTING
8.1 Acceptance Specifications
BES - the specification is still awaiting a definitive statement from POCL on the outstanding issue.
POCL Infrastructure - the specification is currently undergoing a small number of
changes to resolve the outstanding issues, which have been agreed in principle. Reissue
is expected within the next 7 days.
Service Boundaries — comments have been received and discussed with the Horizon
Acceptance Test Manager. A formal response to comments will be issued w/e 26" Feb.
In parallel the Horizon Test Manager will discuss several areas of principle with
sponsors.
8.2 Acceptance Trials
OBCS / APS closure reports have not yet been agreed. A reissue of the OBCS closure
report was requested and completed. Comments on, and approval of, the APS closure
report are awaited.
An updated schedule for other trial closure reports was provided to the AMF (18/02).
8.3 Acceptance Reviews
The Customer Education Acceptance Review was completed (16/02), a small number of
criteria require further action (conditional acceptance); closure is expected during the
second half of March.
Fourteen of the Acceptance Review plans have been issued; an updated plan schedule
was provided to the AMF.
9. REFERENCE DATA
9.1 Live Reference Data
The POCL verification of Product Data for NRO continues. POCL are forecasting this
will be complete by the end of February.
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Section 13°-
HMT Report
3 March 1999
9.2 Type ‘B’ Interface for NRO
Draft CR (36) and POCL AIS has been submitted to ICL Pathway for comment. ICL
Pathway has reviewed the document contents and has put forward some additional
amendments to both the draft CR and AIS document. POCL has agreed to revise and
resubmit by the 26/2/99 for ICL Pathway formal review.
A test file of sample data (using the new type B AIS) was supplied by POCL to ICL
Pathway on 19/2/99 for analysis, but further files are expected over the following few
days.
9.3. Migration Pre-Proving
It has been jointly agreed to extend this testing in parallel with MOT. MIECCO is now
operational and it is planned to start testing the procedures.
9.4 AP Client Take on (Backlog - May to December)
10.
Due to rig rebuild and testing, no AP Client take on validation took place last week. A
meeting with POCL to define test criteria for 1999 Client Take-on took place on 9/2/99.
Agreement was reached that the backlog test scripts were acceptable and that min and
max limits would be included for future scripts. Fallback and recovery would not be
included, either for backlog, or for future scripts. This was agreed by POCL and ICL
Pathway. It was also confirmed that the above would be documented in the ICL
Pathway AP Client Take on service description by the 5/3/99.
NATIONAL ROLL OUT PREPARATION
10.1 Customer Education
CCN 399 has been resubmitted as CCN 399a following a wording revision.
Agreement to the Customer Education plans is still awaited and further progress cannot
be made.
10.2 Implementation
10.2.1 Metrics
Status as at 14" February 1999 :
* Section 13-Page4 Hmt0303.Doe
etree
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Horizon Programme Section 13
HMT Report
3 March 1999
Activity Previous Total Current Total
RGM letters issued 8604 9237
MIB events held 154 169
MIB attendees 7512 8190
Site Surveys undertaken 5678 6274
Site Re-surveys Required 2024 2272
Site Re-surveys undertaken 1494 1786
Site Modifications done 612 698
Site Preparations done 1071 1440
Sites RFI 1071 1440
User Awareness Events held__I 0 0
UAE attendees 0 0
ISDN lines installed 0 )
Training Events held 0 0
Trained Users 0 0
Sites Installed 0 0
Sites Accepted 0 0
10.2.2 Live Trial Preparations
Infrastructure
The preparations for the 103 live trial offices have now been completed. Of the outlets
requiring REB connections one has been identified as outstanding and is scheduled for
connection 18th February 1999.
Circa 50% of sites have been quality checked by WT and they now intend to quality
check the remainder. The target completion date for the WT quality check is the end of
March.
The inspectorate service has now been initiated on these sites and site activity will
commence at the beginning of April. Inspectors are being identified and the necessary
training programmes are being scheduled.
Installation
Appointment calls have been made for those offices in the Ist week of the installation
period in accordance with the schedule. 5 outlets have been passed to the appropriate
POCL regions for resolution to issues such as postmaster unavailability, no nominated
DRI.
Appointment calls for outlets scheduled for installation during week 2 have started as of
this week.
10.2.3 _1¢-2 Migration
The profile for the 204 is as agreed with the following factors incorporated:
¢ 6/7th May for contingency is agreed
¢ The beat rate will not exceed 20 outlets per day on any day
* The rollout should be weighted 60% SW/SW and 40%NE __
Section 13 -PageS Hm10303.Doc
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3 March 1999
Section 13
¢ All outlets with APT’s should be back weighted as far as practicable -
POCL are checking their database to ensure a true record of APT offices can
be cross referenced to our rollout database.
¢ As far as practicable the rollout plan should avoid having MVL outlets at
month end / beginning. And a list of outlets received from POCL is being
checked as a true record of MVL outlets.
A scheduling exercise has been carried out for the 204, awaiting confirmation from POCL
Section 13-Page6 Hmt0303.Doc 3
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Horizon Programme Section 14
HMT Report
3 March 1999
HORIZON Integrated Programme Plan (IPP)
1) Plan Status:
+ The IPP has been updated against input received from HORIZON teams
and support projects. The latest plan is version 7.3.
+ BACAPS plans have not yet been revised to reflect the latest replan dates
(still showing MOT completing 18 December 1998). The CAPS Programme
Executive Team (PET) are meeting w/c 1 March to discuss the replan /
way forward. The outcome and any agreed dates will be reflected in future
CAPS plans.
+ The full impact of the suspension to the Multi-Benefit testing has still to be
identified and reflected in the plans.
+ NR2+ planis still in development. The End to End design is forecast to
complete mid March (was end January) and Release Management are to
ask dependant projects to carry out an ‘impact assessment’ so that the
knock-on to overall release timescales, including development and joint
testing, can be assessed. Pathway still recognise the 29 January 1999 as the
date for complete NR2+ design and have not provided any other NR2+
dates.
+ Inview of the above, activities relating to Multi-Benefit and NR2+ have not
been included in the attached Exceptions and Look-ahead reports.
2) Key Dates: 7
+ The impact of the turnarounds on key baselined dates is:
POCL Child Benefit baselined current —_ forecast in last report
forecast where different from
current forecast
Complete MOT 12/3/99 12/3/99
Complete E2E Final Pass 12/3/99 14/3/99 12/3/99
RAB 7/4/99 7/4/99
Commence Office Migration 12/4/99 11/4/99 12/4/99
Data Centre Migration (weekend) 8-9/5/99 8-9/5 /99
Complete Office Migration 16/5/99 9/5/99
Start Live Trial .. 17/5/99 10/5/99
Dual Data Centre Implementation 22-23/5/99 22-23/5/99
Start National Roll-out 31/8/99 23/8/99
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Horizon Programme Section 14
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3 March 1999
3) Period Exception Reporting (IPP V7.2 vs V7.3):
+ List attached showing variances against the previous IPP update of 15
February.
+ The main variances are in the following areas. There are no impacts on
key dates.
Implementation up to 20 days slippage on POCL Commercial decisions
83 days variance against HFSO recruitment. This is the
result of a more realistic forecast being provided.
Product Assurance 49 days slippage to completion of Acceptance Trials.
This is because we are now using Pathway’s forecast for
completion (details from Pathway following last
Checkpoint meeting).
Business Service 20 days variance on MaPEC decision due to MaPEC
Management deferring the presentation for one month.
4) Four Week Look Ahead:
+ AGantt chart view of the Level 0 & 1 activities due to commence /
complete by 28 March 1999 (or are currently in progress and expected to
complete after that date) is attached.
+ The plan shows variances against the baselined plan (V7.0 status 18
January 1999).
2 tuetree
+ The plan shows activities on target (©), activities forecast to complete up to
10 days later than planned (©) and greater than 10 days (@).
Bob Burkin
HORIZON Planning Team
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Activity Activity Provious I Forecast I Period I Provious I Forecast I Period
10 Description Start (15/2)] Start} Varianco_I Finish(15/2)I _Fintsh_I Vartanco I Resp fe]
BACAPS
NR2 Single Benefit
Live Trial
POCL Live Trial (ChB Only)
0388 —_ Initiate Cards For 100 New Offices 1SFEB99" I O1MARS9" 10) =10/AW
HORIZON Implementation
NR2 Single Benefit
Model Office to Release Authorisation
Horizon Implementation
POCL Commercial Decisions
0093 I Agreement To Modification Funding - Post 26rEB99* I 26MAR99° -20) -20]MOT
Interim
0095 —_ [Agreement To Number Of Training ay 26FEB99" I 12MAR99° 10] -10/TR
ICourses/Places
0086 —_I Migration Cost Apportionment 26FEB99" I 26MARSO* -20 -20/SG
Migration
1C To NR2 Migration (Implementation View)
Phase
0456 —_ I Management Of Physical Upgrade 1ctoNR2 I29SEP98A I 29SEP98A O}26FEBs9 == [OSMAR99 “SIAN
outlets
Live Trial
Agreement With Pathway
0496 [Agreement On Process Of How To Manage Net I30NOV98A I 30NOV98A. 0I26FEB99 J OSMAR99 -5IMOT
IChange
Regional Implementation Deploymont Process (LT)
0500 —_I Operational Readiness Review Of Infra. Process
o
26FEBS9" J OSMAR99" 5IMOT
Training (Live Trial)
0519 (LT) Training Schedule And Report Process I25AUG97A I 25AUG97A O/26FEB99 =I 1SMAR9S 11)TR
HFSO Development
0537 —_I Develop And Agree HFSO Training Plan lo3AUGS8A I O3AUGSBA O}26FEBS9 =I 12MAR99 -t0}sc
National Rollout
Migration Approach
0646 —_ I HFSO Recruitment Complete For NRO JOIMARSS* I 25JUN99° 83 -83/MOT
HORIZON Product Assurance
NR2 Single Benefit
Model Office to Release Authorisation
Acceptance Trials / Reviews:
0214 [Acceptance Trials 120CTS8A I OSOCTIBA ‘T)14FEB99A —[O4APROD
0492 I Hold Inaugural JED Board 22FEB99* I OfMARSS* -SI26FEB99 == JOSMAR99
Propettun I ONOIT ers Bed thetas
Proparreisn — t8uAyot ‘i
Daitee Sida Horizon Programme.
om ee ‘Overdue Tasks Since Last Update
Data Date-1 March 99 ( Version 7.3) :
bnew Stee. i
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Activity Activity
to Description
Provious
Start (15/2)
Forecast
Start
Period
Variance
Provious
Finish (15/2)
Forecast
Finish
Poriod H
Variance _I Resp
HORIZON Release Management
NR2 Single Benefit
Live Trial
POCL Live Trial (ChB Only)
0393 [Live Trial Detail Plan Agreed
+12
17FEB99"
OsMARg9*
HORIZON Service Management
NR2 Single Benefit
National Rollout
Business Service Managemont
BSM Processes
BSM 1 — IMaPEC Decision On BSM Programme
24FEB99"
24MARSS*
-20]/MR
HORIZON Testing
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB / CAPS 3.0)
0141 IEnd To End- Final Pass '1SFEB99 15FEB9SA
12MARS9
14MARS9
ICL Pathway
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB / CAPS 3.0)
0177 ‘I Pre-Proving JOSJANS9A I OGJANSSA
t)
OSFEBS9A
o7FEBSSA
-2IAM
Migration
Migration - R1C to NR2 (Rel Management View)
Phaso1
0306 —_I NR2 Procedures Established (From Printers)
“1
26FEBS9°
lo1MARss*
RS
NR2 Single Benefit
Model Office to Release Authorisation
Live Ref Data Proving
Data Validation
1476 I Product To Outlot Mapping - LT losNOVvasA I O4NOVIBA
24FEBS9
1MAROS
-11/BT
‘Sheet 2A of 28,
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Activity Activity
10 Description
Forecast
Start
Forecast
Finish
Resp
4999
Jan [res [mar [Apr I may I Jun [y
BACAPS
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB/ CAPS 3.0)
0147 I CAPS (Supporting End To End Testing Execution)
OAUG9BA,
12MARS9
AW
0148 = [CAPS E2E Closure Report
12MAR99°
AW
Model Office - Joint (ChB / CAPS 3.0)
0182 [CAPS (Supporting MMO Testing Execution)
14SEP9BA
12MAR99
JAW
0663 I ChB/ Nile 2 Seals Of Approval
losocTsaa
OsMARg9
AW
0183 [CAPS MO Closure Report
12MARS9*
JAW
Migration
Migration - RIC to NR2 (Rel Management View)
Overall Management Activity
0342 BA Confirm Appropriate Staff Trained
I28DECSBA
12MAR9S
Live Trial
POCL Live Trial (ChB Only)
0388 I Initiate Cards For 100 New Offices
lo1MARg9*
JAW
National Rollout.
CAPS
0655 [National Card Roll-Out (ChB Only) - Planning
27APROBA
OSJUL99
0654 Prepare / Support ChB Live For CP Go Live
S1AUGSBA
OMAYSS
HORIZON Implementation
NR2 Single Benefit
Model Office to Release Authorisation
Horizon Implementation
POCL Business Decisions
0085 —_I Receipt Of Approach-Ongoing Steady State Train,
15MARSO*
Propecia osNoveT I EE eayor = I PFS
Project Finch 18UAYO! I EEN Progress Bar
Oxsoxe = ormaneg I REE Creat AcheyI
OP eemavers Syste ne.
Horizon Programme
Seitme — (gtenae) STG - Level 0/1 - 4 Week Look Ahead
Dect TAO
Data Date - 1 March 99 (Version 7.3)
@ 10 days behind schedule
@ <AOdays behind schedule
@ Onschedule
Y¥ Complete
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Activity Activity Forecast I Forecast 4999
10 Description Start Finish I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
POCL Commercial Decisions
0095 —_ J Agreement To Number Of Training Courses/PlacesI 12MAR99* TR oe
0093 [Agreement To Modification Funding - Post Interim I26MARSS" MOT ee
0096 I Migration Cost Apportionment 26MAR99* Isc ee :
Migration '
1C To NR2 Migration (Implementation View)
Phase 1 ‘
0455 I 1c-NR2- Migration approach 2eauGsea fo7Mayss [SG
0456 Management Of Physical Upgrade 1c to NR2 29SEP98A [OSMARSS [AJ BL LIAENIT HY [) A
outlets
Live Trial
Agreement With Pathway ' :
: ;
0496 —IAgreement On Process Of How To Manage Net I30NOVe8A [OSMARSS [MOT (a) ‘ H
Change
Regional Implementation Deployment Process (LT)
0500 —_I Operational Readiness Review Of Infra. Process lOsMARSS* [MOT >©
Installation (Live Trial)
0507 _I Installation Documentation Required 3NOVE7A [26MARSS [AJ
Training (Livo Trial)
0519 —_I(LT) Training Schedule And Report Process. 25AUGS7A I15MARS9” [TR
0520 I Review/Sign-Off HORIZON User Guides. loaMARss* [TR Ie© .
HFSO Development
0837 I Develop And Agree HFSO Training Plan osauGssa I12MAR99 [SG
National Rollout
implementation Support
Implementation Support
0625 Iimplementation & Operational Communications I30MAR98A IOINOVOO IMOT
Koy Implementation Events (NRO)
0562 —_I National Roll Out Events 27aPR9BA I27JUL99 [MOT
‘Sheet 2A of 108, ° y
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Activity Activity Forecast I Forecast 1999
to Ooseription Start Finish I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
Migration Approach
0649 [DeviAgree Outlet Migration Strategy ForALPs [14DEC98A [28MAYS9 [SG
0648 [Agree HFSO Tumover Strategy 24MARO9* MOT XO)
HORIZON Product Assurance
NR2 Single Benefit ‘
Model Office to Release Authorisation
Model Office - Joint (ChB / CAPS 3.0)
0246 Issue Model Office Test Accopt Report to JAB 26MAROS" JA cay ©
Develop / Approve Acceptance Specs.
0221 I Sign-ON BPS Servico Boundary AcceptSpec [23NOVEBA ]22MARS9 [JA ‘
(0230 [HORIZON Approval of Tranche 2 Accept Specs _I25MAR93* aA
Acceptance Trials / Reviews.
0216 [Acceptance Reviews O4FEBSSA [o4JUNSD [JA
(0492 [Hold Inaugural JED Board oiMARsS* osMARSS [JW 7
HORIZON Reference Data ‘ :
NR2 Single Benefit i
Model Office to Release Authorisation i
Reference Data :
NR2 Reference Data Developed & Supported ;
‘
0025 —_[E2E Supported 23SEP98A ]12MARSS [PK a © .
(0035 [MOT Supported 28DECSBA I10MARSS [PK ; ©
0032 I Outlot Data Quality Complate 2MARSS" [PK co) i
0033 Accounting Data Quality Complete 12Maros* [PK Oo A
0034 Data Feed To BA Complete 12MAROS* PK eo
0044 [Product Data Quality Complete yaMaRso* [PK Kexe) :
‘ 1 @
0052 I Sofware Version 6.3 Go Live .. [26MARSo" [PK i > ©: ‘
0757 Infrastructure (Business Continuity) In Placo femaras* IPK : ~:
‘Sheet3Aol 108 ©
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Activity Activity Forecast I Forecast 1999
i) Description Start Finlsh__I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
HORIZON Release Management
NR2 Single Benefit
Model Office to Release Authorisation
Releaso Authorisation
j
0254 [POCL Support Systems Ready For LT (RAB Y2MAR99° [AS oo I
Report) t
0252 [Business Ready to accept change to live outlets I 1SMARSS* As eo ' I
0515 [Contingency Target Test SMARS9 [O2APRE9 [AS ra © !
Migration
Migration - R1C to NR2 (Rel Management Viow)
‘Overall Management Activity \
0297 Sign Off Pathway Approach Document CC ea) :
0305 I Sign-Off PID - Migration Stago losmarss [RS oe
Live Trial
POCL Live Trial (ChB Only)
0393 [Live Trial Detail Plan Agreed losMARoo" [NM >@
HORIZON Service Management ,
NR2 Single Benefit
National Rollout H
Business Service Management, . , 4
BSM Processes
BSM 30 [Migration Of Outlets - Stage 2NRO losNovseA [3iAUGSS [MR
BSM 28 [Migration Of Outlets From Imp ToOSM-Stage1 I1SDECS8A [14MAYS9 [MR
Lr
BSM 34 — [Before & After Procedures (User Guides etc) 1SDECSBA I17MAYSS [MR
BSM 2 — [BSM Development Tactical Stage (RAB) eDEC9eA [OIAPRSS [MR
BSM 3 /BSMDev-Strategic Stage(HORIZON Enabling I18DECSBA I30JUL99 [MR
Act's)
BSM 4 — [BSM Dov-Strategic Stage(HORIZON BU Planning)I18DEC98A I26MAYS9 [MR
BSM 5 IBSMDav-Stategic Stago(HORIZON BU Dev& I[180EC98A I2wuLss [MR
tmp)
BSM 24 IImploment SM Processes 25JanesA fosAuGss [MR Z SSPE!
BSM 32 [HORIZON Usability Trial 1SFEBS9A I1GAPRO9 [MR BE ©
os '
8SM 1 — [MaPEC Decision On BSM Programmo 24MARSS* {MR oe H
‘Sheet 4A of 108
POL00028372
POL00028372
Activity Activity Forecast I Forecast 1399
Io Description Start Finish__I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
‘Support Centro Live Trial '
BSM 35 [Prepare For Support Centre Live Trial 2eNoveeA I12APRO9 [MR EMER] GS)
‘Secondary Site Support Centro {
'BSM 38 [Sct Up Secondary Site Support Centro sooctasa I2sauGss [MR prac z
Primary Site Support Centre
BSM 40 _ IIdentify/Design/BuildMModify Primary Sito sooctsea fovoctss MR
Conformance
BSM 44 ICEC Agree Conformance Plans lO1MARSS" [MR © 1
i
BSM PROGRAMME MANAGEMENT ‘ fl
MaPEC DECISION / HR - COMMS PLAN, :
BSM Si [DEVELOP AND IMPLEMENT fosoctaea ]31DEc99 [MR [EID Ra)
COMMUNICATIONS PLAN .
BSM 61 [DEVELOP & IMPLEMENT BSM s30cTeea [31DECs9 [MR
JORGANISATIONAL STRUCTURE
BSM 57 IIMPLEMENTRESOURCE STRATEGY FOR —[190CTS8A [o3SEPS9 [MR EES SS
SECONDARY SITE A
BSM 52 [DEVELOP RESOURCING STRATEGY ‘teNoveea [3imaroo [MR
BSM 53 [DEVELOP TRAINING STRATEGY 13JAN99A I30JUN99 [MR
CURRENT OPERATIONS
IMPLEMENT SM PROCESS,
BSM 63 SERVICE REVIEW(INC PERFORMANCE 1eDEC9BA [OIAPROS [MR
IREPORTS & MIS)
BSM 60 IKNOWN PROBLEM REGISTER 25JANS9A I31HARS9 [MR
BSM 108 [LESSONS LEARNED FROM LIVE TRIAL sMARgo* [osAUGSo [MR
MIGRATION OF OUTLETS STAGE1 LIVE TRIAL
BSM 138 I IMPLEMENT 29JANSSA I14MAYSo [MR
MIGRATION OF OUTLETS - STAGE 2- NRO. :
BSM 140 [REVIEWSTAGE 1 MIGRATION PROCESS fosNovaea [31MARSS [MR
BSM 142 IIDENTIFYIMPROVEMENTOPPORTUNTIES Io3NOV98A [31MARS9 [MR
BSM 146 IDEFINEINTERFACEWITHNRO DATABASE —_I25JANSSA [31AUGS9 [MR Da SEP TE SES
. 1
HORISON USABILITY TRIAL
BSM 154 IMONITOR&MEASUREIMPACTONOUTLET O8FEB99A [osMARSS [MR =xg © :
BSM 156 [PRODUCE OSM USABILITY TRIALREPORT —I12MAR99° [26MARS9 [MR ©!
BEFORE & AFTER PROCEDURES OO . a a
BSM 168 [IMPLEMENT PLAN foasaNosA I17MAYS [MR
son
‘Sheet SAK 108. -
POL00028372
POL00028372
Activity Activity Forecast I Forecast 4999
1D Description Start Finish__I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
DEVELOPMEMT
BSM DEVELOPMENT - TACTICAL STAGE (RAB)
BSM 201 INCIDENT MANAGEMENT rapecesa [timarso IMR oe] ©)
BSM 206 [PROBLEM MANAGEMENT TeDECSBA [osMARSS [MR PERE] ©)
BSM 210 ICHANGE MANAGEMENT 18DEC98A IO1APRSS [MR SEN ©
BSM 212 [BUSINESS CONTINUITY epecsen oraPrss [MR Emo ©) :
BSM 200 SERVICE MANAGEMENT ASSURANCE GROUP I18FEBS9A I1SMAR99 MR. B= ©
BSM DEV - STRATEGIC STAGE (HORIZON ENABLING ACT)
BSM 216 IINDUCTB.U. CHAMPIONS 18DEC98A I30JUL99 [MR
BSM 220 IREVIEWFRAMEWORK DOCUMENTS 1@DEC9BA [23APR99 [MR
BSM 222 IPRODUCE HIGH LEVEL PROCESS 1@DEC9BA [osAPRS9 [MR
DESCRIPTIONS
BSM 224 IPRODUCEGENERICDETAILEDPROCESS [18DECS8A [osAPRSo [MR
DESCRIPTIONS
BSM 226 BASELINE SERVICE CONFIGURATION siDECSeA /tiMARSo [MR pECEEeRS] ©)
BUS DEV- STRATEGIC STAGE ( HORIZON BU PLANNING)
BSM 228 I PLANNING WORKSHOPS WITH BU. 18FEB99A [O3MARI9 [MR
ICHAMPIONS,
BSM 230 IPRODUCE BU DEVELOPMENT & O4MARGS* I31MARS9 [MR
IMPLEMENTATION PLANS
BSM 232 IBU's IDENTIFY & APPOINT RESOURCES lo4mARes* I26MAYSS = [MR
BSM 234 IBSMDEVELOPMENT-PROJECT SUPPORT [04MAR9S* I26MAYS9 [MR
BSM DEV - STRATEGIC STAGE (HORIZON BU DEV & IMP)
BSM 238 I BU's PRODUCE WORKING LEVEL eDEC9BA I21JUL99 [MR
PROCEDURES
BSM DEV-STRATEGIC STAGE (INTEGRATION)
BSM 246 INPUT TO DETAILED BUSINESS REQT O4JANSSA I29SEP99 [MR
DEFINITION
BSM 250 I PARTICIPATE IN PRODUCT EVALUATION JO4JANSSA I26MARSS MR
BSM 256 IBSMDEVELOPMENT-USER INPUT JOsJANS9A I31DEC99 [MR
BSM 248 IINPUTTOFULLTOOL-SET SPECIFICATION o1Feas9A I24seps9 [MR WE
SUPPORT CENTRE - LIVE TRIAL '
STAGE 1- LIVE TRIAL :
SM 340 IDEVELOP PROCESSES JO4JANSSA I23MARS9 [MR © ‘
BSM 330 ENHANCE EXISTING TECHNOLOGY, osJANo9A JosAPRS [MR 2 ©:
‘Sheet 6A of 108 t
POL00028372
POL00028372
Activity Activity Forecast I Forecast 4999
fr) Doseription Start Finish I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
‘SUPPORT CENTRE - SECONDARY SITE
STAGE 2- SECONDARY SITE / NRO
BSM 400 [ESTABLISH LOCATION s00CTSBA IOSMAYSS MR
BSM 410 [SERVICE SCOPE 29DECS8A I1iMaysa [MR
BSM 420 IIDENTIFYANDESTABLISH TECHNOLOGY —I31DEC98A I16AUG99 [MR
BSM 580 IMPLEMENTATION 1BJANSSA I25AUG99 [MR ; ns
BSM 435 [COMMUNICATIONS oimarss* [14APR99 [MR ESHA
BSM 570 IHUMAN RESOURCING SMARSS* I13AUG99 [MR
SUPPORT CENTRE - PRIMARY SITE
‘STAGE 2- PRIMARY SITE
BSM 600 ESTABLISH LOCATION s00cTS8A Jo70CTs9 [MR
CONFORMANCE,
CULTURE CHANGE PLAN.
BSM 853 INITIATEKEY ACTIVITIES TOENABLEBSM& I120CTS6A I31MARS9 [MIR =a ©
ICONFORF.
BSM 854 [PULL TOGETHER HIGH & LOWLEVEL H20CTS8A [SIMARD [MR
ICONFORMANCE
CULTURE CHANGE FOUNDATION STEPS.
BSM 870 IFEEDINTO PROG MNGMNT ozNovesa IsiMARS9 [MR
ICOMMUNICATIONS STRATEGY
BSM 858 I BUILDING AWARENESS ACROSS THE Jo6JANSSA [o6AUGSS [MR ES EPAPER EIS
BUSINESS OF BSM . 2
BSM_ 860 IMANAGING BSMICONFORMANCE INTO POCL I0sJANS9A I30SEP39
IORGANISATION
HORIZON Testing °
NR2 Single Benefit
Model Office to Release Authorisation :
End To End Tests (ChB / CAPS 3.0) ‘
0141 = IEnd To End- Final Pass 15FEBS9A /14MARSS [RG f-=-t=y-()
Model Office - Joint (ChB / CAPS 3.0)
0176 —_I Model Office Test (Cycie 4) HSFEBS9A I12MAR99 [RG : iz ©
Live Ref Data Proving :
Production and Review of Procedures :
Post - Implementation review
1166 [Documentation / Procedures (ROMC) jossanssa J2emanco [eT [Paes
Data Validation
Validate Baseline At Counter ’
1446 [Products NRO foanovaea [isMARSo [BT =a @ ee ere
‘Sheet 7A of 108 ‘
POL00028372
POL00028372
Activity
Activity
to Description
Forecast
Start
Forecast
Finish
Resp
1999
JAN [ Fes I MAR I APR I MAY I JUN [J
Interim TIP
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB / CAPS 3.0)
0144 —_I Interim TIP Supporting E2E Testing
1OAUG9BA
JozAPRo9
Model Office - Joint (ChB / CAPS 3.0)
0180 —_I Interim TIP Supporting MO Testing
1OAUGSBA
fozAPRIS
POCL Chesterfield
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB / CAPS 3.0)
0145 ICBDB Supporting MO Testing
1OAUGSBA
fozAPR99
cw
0146 IAPACHI Supporting MO Testing
TOAUGSBA
JozAPR99
cw
Model Office - Joint (ChB / CAPS 3.0)
0178 I CBDB Supporting MO Testing
OAUGSBA
JozAPR99
cw
0179 IAPACHI Supporting MO Testing
OAUGSBA,
jo2APR99
cw
POOSG
NR2 Single Benefit
Model Office to Release Authorisation
End To End Tests (ChB / CAPS 3.0)
0143 HAPS Supporting E2E Testing
OAUGSBA
JozAPRSS
losc
nEEESI ©)
Model Office - Joint (ChB / CAPS 3.0)
0181 HAPS Supporting MO Testing
11AUG9BA,
Jo2APR99
OSG
HAPS
‘Support
0064 Host Technical Support
lozNovesA
OSMARSS
OSG
‘Sheet 8A of 108
POL00028372
POL00028372
Activity Activity Forecast I Forecast 1999
1D Description Start Finish__I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
ICL Pathway
NR2 Single Benefit
Model Office to Release Authorisation
Joint Testing ‘
0124 Security Regression 2BSeP98A [O4APR99 [AM q
Model Office - Joint (ChB / CAPS 3.0) :
0161 [NR2PPD's vO.G- Test & Re-Work OIFEBSSA [OSMARSS AM Ez] ©
0175 Complete Training Contents Sign-Ofts W2MARQS* JAM oo
Migration
Migration - R1C to NR2 (Rol Management Viow) :
Phase 1 :
0306 I NR2 Procedures Established (From Printers) lo1MARS9* [RS oe '
0309 I Operational Procedures Established 12MARSS* [RS
Phase2
0311 [Undertake Upgrade Rehearsals (Phase 2) fo2NovseA Jo7MaYso RS
‘Overall Management Activity '
0387 Ensure 1999/2000 C/A Available At Counter 25MARoo" [RS eo ‘
Live Trial :
POCL Live Trial (ChB Only)
0392 [Commence User Awareness Events formaReo [ane © i i
(0414 I Operational Preparation For Live Trial TSMARSS* I24APROS [AM ©
i
National Rollout ;
CAPS :
0653 Pathway R2 Implementation Approach Doc 2erEB9s" JAM ee
Received
I NR2 Single Benefit I
Model Office to Release Authorisation : H
Livo Ref Data Proving : ‘
‘Operational Change Control > : :
APS Client Take-On ‘
1508 [Carry Out Cliont Take On Backlog During Tosting [18JAN9A I23MARS9 [BT H
‘Sheet 9A of 108 :
POL00028372
POL00028372
Activity Activity Forecast I Forecast 1999
1D Description Start Finish I Resp I JAN I FEB I MAR I APR I MAY I JUN [J
Data Validation. : f
Validate Data At RDS :
1476 [Product To Outlet Mapping - LT locnovesa iimaRss [eT = aI @)
Validate Basefine At Counter
1526 [Cash Account Validation (Another Run) TSMARSS* I26MARSo [BT
‘Sheet 104 of 108
POL00028372
POL00028372
TO: POCL Horizon Management Team
Copy PMO Team
FROM Dara Forde - DATE: 7 Jan. 1999
SUBJECT: HORIZON MANAGEMENT TEAM MEETING
i
Please find attached the actions from HMT of 6 Jan. The next meeting i is Wor 30 on
Wed. 13 January at ICL Pathway Boardroom.
The focus of this meeting is on overall programme progress exceptions and issues for
escalation to Pathway Checkpoint and POCL Programme Board.
AGENDA for 13 Jan.
‘1) Actions follow-up
2) Team Performance against Level 1 Plan - exceptions only
Brief update only on any new Issue since last HMT.
3). Programme Issues Register
Review progress on Programme Issues. .
4) Programme Issues & Risks for escalation to Programme Board
HMT to agree the top Programme Issues & Risks for escalation to the POCL
Programme Board for assistance or information.
5) Revised Plan for Single Benefit Testing, Live Trial and National Roll-Out
Review Critical Path Plan for submission to CAPs & CARDs Programme Board with
particular emphasis on preparations of Business Service Management,
Implementation and Acceptance.
6) Communications matters arising from meeting
7)AOB. —® Pdshes « fe nates wale, ,
Sed cg hut bh ro ead bet Cage tao troney
Gacdualac Ade bed
ara’ A pee gmt — To &iroy
— foc.
Docref. Memmtg028.doc; 12/01/99; 16:38