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1958 12: “I CAPS PROGRAM CONTROL OFFICE ; .NO.793° PLB
CAPS and Card Programme Board Action Notes
Restricted - Management gnd Commercial
12 June 1998, Room B2506 (F), Longbenton
Issue 4 (Horizon only)
Attending: Alexis Cleveland (Chair), Dave Miller, John Codling, Vince Gaskell, Peter
Crahan, Lis Astall, John Delamore, Ken Davenport, Frances O'Connell, Tim Cutts and Jan
Roden. 2
Apologies: George McCorkell
1 Horizon Directors Report
1,1 After brief introductions the meeting discussed various elements of the report and
then the Horizon Action Points from previous meetings.
2 Progress against the Master Plan and Integrated Programme Plan
2.1 Alexis Cleveland noted that in the key milestones listed under ‘Progress Against the
Master Plan and Integrated Programme Plan' Pathway were to have completed their
development work for Release 2 by 25/5/98 but that this date was now passed. .
2.2 Dave Miller explained that the work had not yet been completed as some issues
still needed resolving, which he believed the Board were already aware of. He
touched upon possible problems arising from the late completion of the Data
Interface Definition and Validation Rules (DIPVR). Vince Gaskell agreed to seck
(G . clarification.
AP 4.3
Vince Gaskell to speak with Mike Coombes on the issues around Pathway Release 2
and the Data Interface Definition and Validation Rules DIDVR).
3. ICL Pathway Release 2 (Item 4) _,
. EPOSS Design
3.1 The Board recognised that the EPOSS development is an essential feature of
Release 2 and wanted to know what steps were being taken by Horizon to keep
Sight of the development of this system.
25 Sune 1998 = CAPS Progranime Board: Action Notes (Kortzon only), Page 1
Status: Final version .
i
PAGE.2
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"yp lyse 12217 CAPS PRUGRAM CONTROL, OFF LCE NO. 793 P.3
Restricted - Management and Commercial
.
3.2 Dave Miller said that he had made a request to Mike Coombes for greater visibility
of the product. Horizon has asked for sight of the design documentation. ICL
Pathway are reluctant to allow this because they maintain that their development
structures and systems are commercially sensitive and need to be kept secure.
Dave Miller has made it clear that he is prepared to accept any security measures
ICL Pathway deem fit to protect their intellectual property, but Horizon must be
better apprised of EPOSS development.
. Detailed Testing Requirements
3.4 — There are still a number of unresolved differences between BA and Pathway over
the Detailed Testing Requirements. Dave Miller explained that there was a need
for a senior level meeting to determine exactly what the testing requirements are .
going to be. Peter Crahan said that the issygs should be tabled at the Formal
Cc Management Review Meeting on 18/6/98, The Chair sought and received
assurance that if this was not the case, escalation routes were in place amd that
there was the facility to resolve this issue. .
3.5 Dave Miller said that there was a paper available on the unresolved differences and
that he would get a copy to Vince Gaskell and Peter Crahan.
AP 4.1.0) : 7
Dave Miller to provide a note of the outstanding issues and differences in the
Detailed Testing Requirements for Vince Gaskell and Peter Crahan.
. Installation Beat Rate
3.6 The installation schedules are currently being examined and an assessment made of -
sub-contractor capability. .
‘ Acceptance
3.7 Dave Miller reported that after a review of sponsor and supplier expectations, there
was still much work to do to obtain clarity of understanding ‘which was acceptable
to all parties. Acceptance had been an on-going process for some time (in terms of
producing acceptance specifications) there was no ‘top down! strategic framework
on which to base it. The Board made it clear that the issue of what constituted
acceptance needed resolving quickly and it should not be left to the end of the
“process. A further update on this issue will be provided in the next Horizon
Director's Report to the Board. .
25 Sune 1998 . CARS Programme Board Action Notes (Horizon only), Page 2
Status: Final version o
¢
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ADI Aci le CAPS PROGRAM CONTROL. OFFICE NO.793P.4
Restricted - Management qnd Commercial
3.8
41
4.2
43
44
45
46
“AP. 3.3(H) Bruce McNiven to advise the Board of progress on the establishment of -
Direct Interface Testing (1T2)
Dave Miller informed the Board that he had been assured by Pathway that DIT2
will recommence as planned on 16/6/98. A TIP Manager has been put in place
and given the authority to stop the testing if he is dissatisfied with the manner in S
which it is being conducted. The Board wil] be kept up to date on developments. -
Horizon Action Points
customer at Longframlington PO and advise Paul Hanson of progress and final DB
cS
&
4.P 3.2(H) Bruce McNiven to pursue the work on the incident involving a disabled pu
foi,
outcome, An update will be provided in the next Horizon Director's Report. Mah,
™y
Joint CAPS/Horizon working forums. Dave Miller advised that the CAPS/Horizon 84 Ey
forums will have been established and have met before his next Board atteridance,
when he will provide an update.
AP 3.44) Pe ‘ahan (in conjunction with Bruce McNiven) to arrange for an .
informal Post wee Review (PIR) of the organisational changes post fn
April 1998 together with preparation of an action plan. Dave Miller confirmed that“° ” ® «
this PIR would be a valuable exercise which would allow greater definition of the nd @
respective roles and responsibilities of George McCorkell and himself to emerge. ve *
AP 3.6(8) Bruce McNiven to provide a clear statement of the contribution eqch
requirement makes to the Pathway solution. Pave Miller said that he would .
provide the Board with a formal statement (via John Meagher) of what . Jos @
requirements make the ‘light’ solution ‘heavy’. re
AP 3.7(H) Bruce McNiven to advise Ken Davenport when TIP would be able to
bass data to PACS. Ken Davenport had spoken to the TIP Manager about
reconciliation and the PACS misconceptions about TIP had now been resolved,
Action Point cleared.
—_——
Dave Miller was asked if Release 2 and Release 2+ were Year 2000 compliant and
agreed to take away an Action Point to keep Vince Gaskell informed on this issue.
dH Yonge Sev my ine
wh Cares ( Sale Za) by
a
aA
hme hao 5 tho ty yb ae
es rns (1) Bead nv *
23 June 1995 CAPS Prograinme Board Action Notes (Horizon only, Pages Oe Ay
Status: Final version
25 JUN '98 13:20"
tn,
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Restricted - Management and Commercial :
‘
AP 4.2)
Daye Miller inform Vince Gaskell if Release 2 or Release 2+ is Year 2000 compliant. ©
5.2 It was agreed that the items fot discussion at the next meeting will be;
5.2.1 Technical Interface Audit Issues (Paper); and ic)
5.2.2 Pathway Live Service Issues Caper). ——p
25 Sune 1998 CARS Programmi Board Aeon Notes (Horkzon onhy, Page 4
Status: Final version Ot iis
25 JUN '98 13:20
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Benefits Agency and
Post Office Counters Ltd.
3rd Floor, Terminal House
52 Grosvenor Gardens
London
SW1W 0AB
Horizon Programme
Tel: 0171 2005472
Fax: I GRO
To: Tim Cutts Copy: Dave Miller
CAPS Programme Office Jan Topham
Sue Daniel
Val Whitbread
From: Bob Burkin ‘ Date: 8 July 1998
Subject: Input into CAPS Board Report
As requested, the attached report is provided as input into the CAPS Programme
Board Report for the meeting to be held on 10 July.
It is expected that Dave Miller, Horizon Programme Director, will be attending the
meeting. Will you therefore please arrange for the Agenda, including timings, to be
supplied in advance of the meeting
Thope this proves useful. As always, happy to discuss.
Bob Burkin
Planning & Reporting Team
Horizon Programme
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Sa aneeimeeeniemmmemenemteneeeeesecieeeeeeeceeneeneeceeemeeesemeaciemetenl
Input into CAPS Programme Board Report
for Meeting on 10 July 1998
1) — Programme Overview
The major focus of the Programme at the current time continues to be:
+ supporting the existing live systems
+ brokering and obtaining agreement to the way ahead for the Release 2
replan
+ monitoring the delivery of ICL Pathway’s Release 2 and future releases
2) Live Operations
The current Release continues to provide a Benefit Payment Service and Order
Book Control System for Child Benefit Payments in 204 outlets (119 in the
South West & South Wales Region and 85 in the North East Region). From
an operational point of view, there are no major threats to business continuity.
During May, there were approximately 60,000 encashments (including foreign
encashments) with a total value in excess of £2 m.
However there are concems that current levels of lost transactions (at 4 per I
10,000 encashments), although presently manageable, may not be acceptable Kapr fn
to POCL when large volumes of encashments are returned by newly
automating post offices. Reducing the level of lost transactions therefore hw B nbkn
remains a prime focus for POCL Service Management. The Priority Level 1 .
assigned to these problems is focusing the Contractor towards activity ial G
addressing POCL concerns and providing remedial action fanety Lie.
The Horizon Service Management Team continues to produce a monthly
Service Report which includes service performance reports and operational
issues / threats. The latest report was issued on 30 June.
3) Progress against the Master Plan and Integrated Programme Plan
The Programme Master Plan (MP version 4) and Integrated Plan (IPP version
1) will be updated following the agreement to the Release 2 replan. Based on
the dates quoted (current versions) the following strategic and high level
milestones should have been, or were, achieved during June:
milestone MP/IPP date achieved /
re-forecast
commence National Roll-out 30 March achieved 8 June
preparation activities (kick- (following POCL
starts a sequence of Commercial
implementation activities) discussions)
Cb1007.doc page 2 of 5
4)
Start of Model Office 8 June 1998 achieved - support
Rehearsal (for Release 2) (target date) environment was in
place on 8 June to
support JSA Model
Office work.
Horizon MO now
scheduled 3 August
1998
(start of MOR set-up)
(MOR Execution to
commence 10 Aug)
Attached at Annex A is a list of the strategic and high level Programme
milestones contained in the Master Plan (version 4) and Integrated Programme
Plan (version 1) showing their current status.
wa
Current Status
Planning
Pathway formally issued Version 4.0 of their high level plan at the Checkpoint
Meeting held on 30 June. It shows a software delivery date (following model
office testing) of 18 December 1998. This reflects progress on the replan
exercise but not the final position.
Testing
System Testing and Business Integration Testing continue to progress. DIT 2
started on schedule on 16 June and is progressing well. It is on schedule to
complete 8 July.
There are some concerns and issues that need to be resolved if End to End and
Model Office testing are to start on 3 and 10 August respectively (see Issues /
Risks section below). —
Release Management
At the FMR meeting on the 18 June it was confirmed that the Benefits Agency
could not support the previously agreed durations for Model Office and End to
End testing in the Testing Strategy given the risks they now perceived in the
assumptions that were being used in estimating these activities. CAPS
proposed a revised approach (option 1) which would result in the completion
of Model Office testing at the end of March 1999 compared to the previous
target date of mid December 1998. The Horizon Programme was not content
with the delay this would cause to the Live Trial and Roll-out and proposed, in ,
outline, an alternative approach (option 2). This splits Model Office testing
into two stages:
+ aphase from August to December 1998 which would test Release 2 against
CAPS 3.0 with Child Benefit only, enabling a single benefit trial from
February 1999.
+ aphase from approximately January / February to May / June which would
test Release 2 against multi benefits, followed by roll-out.
Whilst recognising that this option had significant contractual / commercial
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6 implications it was agreed that Horizon and BA / CAPS staff should explore
the two options further. Discussions are ongoing and an update will be
provided at the Board meeting (on 10 July).
Acceptance
The review of the Acceptance Process is. complete and a report has been
produced and issued to the Programme Director and management team. The
recommendations within the report are being considered and will be
implemented in the light of the outcome of the replan and the Treasury
. Review. A copy of the report has been issued to Paul Wootton, the Acceptance
Manager within BA. th ‘ TN Q .
Implementation
The strategy has been agreed, but there remain some detailed issues to be
finalised following agreement to the replan.
Live Trial 1 Gitteztinns. fetewm
Progress has been made on identifying activities and durations but the actual ee Catia wo
‘ dates will depend on agreement to the replan. +4
Surveys of all Live Trial outlets have been completed. A final decision on BD Supp cenyn~
which offices are to take part is expected shortly. mdannoe,
National Rollout . aboyihing
Discussions have been held with BA at the Formal Management Review on taney ons
start date and ramp up of rollout volumes.
Risks/Issues
The following areas of concern have been identified as possible obstacles to
the delivery of Release 2. These issues are being actively managed within the
Programme.
Issue Action
Development
Pathways proposal for reconciliation
in abnormal circumstances (BES
fallback) has been rejected by POCL
and BA and the way forward is
unclear,
In order to try and resolve this issue
the Horizon Programme Director is to
meet POCL’s Automation
Transformation Manager and
Pathway.
II. draft test plan awaited from CAPS:
End to End/Model Office Testing
There are a number of areas of
concern:
I. no HLTP or scripts available from
CAPS
re PACS
~ agreement to the detailed approach
to testing migration from Release
Icto2 .
- Finalising Reference Data
requirements
Ongoing joint discussions taking
place to resolve approach to testing.
Horizon Testing Team actively
involved with CAPS (at their
location) to develop joint testing
approach and plans.
Ongoing discussions to resolve
migration and Reference Data issues
and meet current timescales.
GUL onsduadube «
Cb1007.doc
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oo
Ss putureReteases
Pathway Release 2 plus contents have been agreed.
The contents of Release 2 plus (at a high level) are expected to comprise:
+ Soft EVP ~
+ CAPS on-line enquiries .
+ AP Smart
+ Key Management
+ Nile Release 2 exclusions: *
A development plan is to be produced by the end of July However, the
current working assumption is that Release 2 plus will not be introduced
before July 1999.
6) General
The Treasury Review of the Programme continues and is now expected to
complete mid July.
This report has been produced in accordance with the guidelines agreed between Peter Crahan
and the Horizon Programme Director on 15 April. The area not covered is ‘Routine
Commercial / Contractual Activity’ where no request had been made by the CAPS PMO for
specific detail, and no input received from the Horizon Joint Contracts Team
Cb1007.doc page 5 of 5
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)
CAPS and Card Programme Board Agenda
Issue 5
10 July 1998 at 10.00 to 14.00 in Terminal House London
Altending:
George McCorkell, Vince Gaskell, Peter Crahan, Dave Miller, John Delamore, Ken
Davenport, Frances O'Connell and Tim Cutts
Apologies: Alexis Cleveland, Lis Astall, John Codling
1 Minutes of the CAPS and Card
Programme Board - Issue 4 Frances O'Connell 10.00 - 10.10
2 CAPS and Card Programme —
Managers! Report - Paper 21 Vince Gaskell/Peter Crahan 10.10 - 10.40
3 Horizon Director's Report - Paper 23 Dave Miller 10.40 - 11.10
4 Technical and Contractual Interface issues
+ Pathway presentation Martin Riddell 11.10 - 11.55
* CAPS presentation Paul Hanson /Pat Kelsey 11.55 - 12.55
Lunch 12.55 - 13.15
5 Corporate Personal Acting Bodies Val Curran 13.15 - 13.30
6 Pensions PDCS National Go-Live “* Val Curran 13,30 - 13.45.
7 Any Other Business/Forward Look Peter Crahan 13.45 - 14.00
Below the line papers,
For information only:
Proposals For Signing Agents - Paper 16
BA Audit report - NINO Allocation (Child Benefit and CAPS Project) - Paper 17 .-
The Fraud Risk Management Service (FRMS) Development - Paper 18
Financial Statement for May 1998 - Paper 19
The use of multiple bank accounts for ACT payments - paper 20
Finance report - Final outturn for 1997/98 - paper 22
2 July 1998 Status: Final
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2
*
Horizon Programme
To: Tim Cutts Copy: Dave Miller
CAPS Programme Office
From: Bob Burkin . Date: 8 July 1998
Subject: Actions from CAPS Board Meeting
As discussed and agreed with Ian Roden, the following is an update against
the Horizon actions (picked up by Dave Miller) at the CAPS Board Meeting
held on 12 June.
AP4.1
Dave Miller to provide a note of the outstanding issues and differences in the Detailed
Testing Requirements for Vince Gaskell and Peter Crahan. 2
status: Cleared.
Paper issued by Horizon Release Management and follow up meetings held.
AP3.2
Bruce McNiven to pursue the work on the incident involving a disabled customer at
Longframlington PO and advise Paul Hanson of progress and final outcome.
status: Cleared.
An assurance received from ICL Pathway that this was an isolated incident
and that it would not happen again. Horizon Service Management agreed
with CAPS (Jackie Paterson) that a Post Incident Review was not necessary
and that the issue is now regarded as closed. ,
AP3.3
Bruce McNiven to advise the Board of progress on the establishment of joint CAPS /
Horizon working forums. .
status: A meeting between Dave Miller and Peter Crahan, Frances
O'Connell and Mitchell Leimon was held on 1 July to review CAPS / Horizon
Management Arrangements. It was agreed that the Horizon Implementation
(initially to also include Live Support), Testing and Product Assurance
managers would establish joint (with their CAPS counterparts) Boards /
Forums for their areas. These meetings should be held monthly and provide
the forum for joint reporting, acknowledgement of the current status,
escalation of issues and agreement of action. Sub Sels
A
T
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An Implementation Board has been convened for 29 July. The Product
Assurance forum will not be formally initiated until the work on the Ta G
acceptance scoping study has concluded and emerging actions have been
agreed. In the meantime, frequent meeting are held with CAPS colleagues
(Sheila Stephens and Mark Lyons ) to ensure that they are kept informed on
progress and that issues are being effectively managed.
This action should now be considered cleared.
AP3.6
Bruce McNiven to provide a clear statement of the contribution each requirement
makes to the Pathway solution (what requirements make the ‘light’ solution ‘heavy').
status: Cleared.
Paper produced by John Meagher and issued to Peter Crahan.
AP4.2
Dave Miller to inform Vince Gaskell if Release 2 or Release 2+ is Year 2000
compliant.
status: Briefing note being prepared for Horizon Programme Director.
Expected to be available for the Board meeting on the 10 July.
In addition to the above, the minutes referred to items for discussion at the
next meeting (para 5.2):
5.2.1 I understand that Martin Riddell (ICL Pathway) was to address the
CAPs Board on 26 June which was cancelled and that he will now attend on
the 10 July.
5.2.2 _A paper from the POCL Service Management Team was issued to the
CAPS PMO on the 18 June for input to the CAPS Board meeting on 26 June.
Happy to discuss.
Bob Burkin
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
Note: the current status reflects an interim position pending final agreement to the replan
Pathway Release 2
Pathway HLM1 Development 24 April 1998 25 May 1998
Development & + Pathway’s development (and sub-contractor development) (achievement to
Testing and ‘in-house’ Product Integration Testing of all required be confirmed)
: aspects of Pathway New Release 2. a
+ These cover Counter Application, Agent, Host and (Not shown on
Infrastructure development plan)
HLM2 System Testing 10 July 1998 6/7 July 1998 -
+ Pathway in house testing to ensure that the solution majority of
conforms functionally to the requirements of the BA/POCL systems
Programme and that Human Computer Interface (HCI) 16 Sept 98 - ‘audit
requirements are met. functionality’
30 October 1998 -
final pass
SMA1 Nile 2 Authorised for Live Trial 2 October 1998 21 Dec 1998
+ Pathway New Release 2 (formerly Rie -OBCS / BPS / (assumes a 5
EPOSS / APS functionality) gains authorisation for use in October Release
live trial date).
+ Follows successful completion of Model Office Testing.
POCL procedures developed and documented to support the
Release
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Progress Towards Delivery of Strategic and High Level Milestones _ Annex A
Work Area Strategic / Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
SMA2 Nile 2 Authorised for National Roll-Out 29 March 1999 April 1999 >
Pathway Release 2 (OBCS / BPS / EPOSS / APS functionality, 3
together with the communications plan) authorised as ‘fit for O
purpose’ for full use in the national roll out. >
CAPS Development HLM3 Start of CAPS 3.0 Development Commenced May
& Testing + Start of development of CAPS Release 3.0 including in house 1997
technical and life cycle testing
HLM4 CAPS 3.0 Integration & Testing complete. Achieved 6 April
+ Allin-house development and testing completed. 1998
+ CAPS Release 3 ready for joint testing with Pathway
SMB1 CAPS Release 3 (Partial) authorised for use Achieved 13
+ Functionality to enable bulk loads for Income Support (IS), April 1998
Pensions and Job Seekers Allowance (JSA).
LMS CAPS Release 3 (Full Card Payment) operational 2 November 1998 I February 1999
+ Release fully ‘switched-on’ with introduction of Pathway
New Release 2,
+ Dependent on completion of post office upgrade from
Pathway Release 1c to New Release 2.
+ Functionality to enable card payments for IS, JSA and
Pensions and multi benefit payment via a single card.
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
POCL Development HLM6 HAPS, TIP & Reference Data Ready for Joint Testing Systems have
& Testing + HAPS, Interim TIP and Reference Data (RD) systems been available for
developed, system testing completed and ready to take part use in joint
in joint testing with Pathway. testing since
+ All guides, procedures and technical support in place. March 1997
+ Link into the Nile 2 Release
SMC1 HAPS/ TIP / Reference Data authorised for Live Trial The assumption
+ POCL Feeder Systems (Reference Data, TIP and HAPS) is that this will be
authorised for use in Live Trial. after the
successful
completion of
joint testing and
model office
testing
Joint Testing SMD1 Start of Joint Testing (Direct Interface Testing) Commenced 19
+ Release Nile 2 available for joint testing and assurance by January 1998
POCL Horizon and CAPS Programme.
+ Toensure that each of the system interfaces conform to the
Application & Technical Interface Specification and supports
the business, technical and security requirements of both
parties on either end of the interface.
+ Involves CAPS Release 3.0, HAPS, Interim TIP, Reference
Data and the Order Book Control System (OBCS).
Horizon Programme page3 of 12 Ms1.doc
Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic / Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
. V1.0) V4.0 dated 15
June 98)
HLM7 Direct Interface Testing Complete 19 May 1998 8 July 1998
HLM8 Business Integration Testing Complete 21 August 1998 23 Oct 1998
+ To integrate the Pathway software systems together, and This excludes
with the target hardware, verify the system architecture on Y2K BIT which is
an end to end basis. due to complete
+ Migration tools developed and ready for testing. on 16 Nov 1998
SMD2 Joint Technical Testing Complete Target Date 21 30 October 1998
+ Pathway Release 2 - Direct Interface Testing / Business August 1998
Integration Testing / Technical & Security Testing / End to
End main pass complete.
+ Testing ensures that the full end to end business processes,
within the BA/POCL scope, are satisfied by each of the x
systems involved (existing or new).
Model Office SMD3 Start of Model Office Rehearsal Target Date 8 3 August 1998
Testing + Pathway Release 2 - Model Office Tests commence with June 1998
Model Office Rehearsal.”
+ Toensure any significant errors in the preparation,
procedures, testing material and training are identified and
rectified prior to actual Model Office Testing.
HLM9 End of Model Office Rehearsal 14 August 1998 23 October 1998
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Horizon Programme
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- a —
Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic / Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
HLM10 Start of Model Office Tests 24 August 1998 26 October 1998
+ Includes Model Office Test and End to End Final Pass :
SMD4 Model Office (inc. End to End) Testing, 25 September 4 December 1998
+ Pathway Release 2 - Model Office Tests complete. 1998
+ End to End final pass complete.
+ To test that the system and manual business processes
interact (in a production like environment using actual
users).
Acceptance HLM11 Start of Acceptance Tests (Trialling) July 1998 17 August 1998
+ ICL Pathway have divided the acceptance criteria into 23
acceptance tests that equate approximately to a service e.g.
OBCS, EPOSS.
+ Each acceptance test is described in an acceptance
specification which includes details of the methods of
acceptance for each acceptance criteria.
HLM12 End of Acceptance Tests 21 August 1998 17 Nov 1998
Preparation / SME1 Start of Preparation for Live Trial Roll-out Commenced 23
Implementation for + Commencement of preparation activity for roll out to March 1998
Live Trial additional outlets for Live Trial - RGM communication to
affected outlets.
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— _ — a _
Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic / Milestone Description Target Date Current
-High Level (based on Master Status
Milestone Plan V4.0 and (based on
Integrated Plan Pathway Plan
No. y
V1.0) V4.0 dated 15
June 98)
Service HLM13 Service Management Processes in place for Live Trial .I 25 September 18 Dec 1998
Management + Service Management key processes / procedures (covering I 1998
Incident, Change, Problem & Configuration Management) in
place to support Live Trial.
Live Trial HLM14 First outlet live with Pathway New 6 October 1998 6 January 1999
Operation/ Release 2
Evaluation + Follows the successful introduction of, and migration to, the
Nile 2 Release.
+ Implementation & training complete and counter procedures
available.
HLMI15 Migration from Release 1c to Pathway New Release 2 30 October 1998 I 24 January 1999
complete at 200 outlets
+ Follows an (agreed) migration strategy and supporting
schedule covering all aspects of the data cut-over from
existing office systems (Congo Release 1C) to the new
Release (Nile 2).
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan I Pathway Plan
V1.0) V4.0 dated 15
June 98)
SME2 Start of Live Trial 11 January 1999 =I 25 January 1999
+ Commencement of Live Trial period.
+ Model Office Testing must be successfully completed prior to
commencement of the Live Trial.
+ Pathway must be able to demonstrate that they can support
the payment of multiple benefits and on-line functionality.
+ Live Trial shall take place initially in 200 (existing) outlets. A {
further 100 post offices, including current ECCO offices, will
be rolled out within the first two weeks of the Trial.
+ Wigan and Bootle Data Centres upgraded (clear down and
migration). .
+ The Trial will run for 11 weeks.
SME3 100 new outlets operational for live trial 22January 1999 I 5 February 1999
+ 100 additional outlets implemented and operational for Live
Trial.
SME4 Commencement of Live Trial. 25 January 1999 I February 1999
+ Commencement of 9 week Live Trial evaluation period.
SMES Completion of Live Trial 26 March 1999 9 April 1999
+ Live Trial Evaluation complete and authorised.
Preparation/ SMF1 Start of Preparation for National Roll-out 30 March 1998 Achieved 8 June
Implementation for + Commencement of preparation activity for national roll out 1998
National Roll-out to post offices and BA district offices - RGM communication
to affected outlets.
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
Integrated Plan Pathway Plan
No. y
V1.0) V4.0 dated 15
June 98)
National Roll-out SMEF2 Start of National Roll-out April 1999 April 1999
+ Start of national roll out to post offices and BA district offices
in all areas of mainland Britain
(Intermediate milestones for National Roll out to be developed)
SMF3 Roll out to Post Offices & BA District Offices Complete October 2000 October 2000
« Installation at all post offices and BA district offices complete
and available for customer use.
Benefit Migration SMG1 Benefit Roll out - JSA and IS Card Ready February 1999 February 1999
(to Card Ready) + Payment of Income Support and Job Seekers Allowance in
Great Britain available for customer use.
+ Current target for Customer Payment Repository (CPr) go-
live is February 1999 and links to the start of the Live Trial.
+ JSAand IS pilots will run for the duration of the Live Trial.
SMG2 Benefit Roll out - PSCS/Incap Card Ready May 1999 TBA
+ Payment of Pensions / Incap Benéfits in Great Britain
available for customer use.
+ Current target for Customer Payment Repository (CPr) go-
live is May 1999.
SMG6 + All Benefits can be paid by Card TBA TBA
+ All benefits can be paid by card at post offices in mainland
Great Britain to customers whose personal details have been
loaded to the PDR
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
SSA NI Benefit SMH1 Start of SSA NI Benefit Roll out TBA TBA
Migration (to Card + Commencement of SSA NI Benefit Migration
Ready)
SMH2 SSA NI Benefit Roll out Complete TBA TBA
+ All benefits can be paid by card at post offices in Northern
Ireland to customers whose personal details have been
loaded to the PDR
POCL Client Take- HLM16 Client Take-on Strategy Agreed TBA TBA
on Agreement and development of the CTO strategy and the re- #
engineering of existing products / development of new
products for the new automated platform.
SMJ1 Client Take-on Release 1 TBA TBA
+ Client Take On Release 1 - transactions re-engineered and F
implemented for customer use having completed testing and
acceptance by ICL Pathway
SMJ2 Client Take-on Release 2 TBA TBA
+ Client Take On Release 2 - transactions re-engineered and
implemented for customer use having completed testing and
acceptance by ICL Pathway
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic / Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
Pathway Release 2 Plus
Pathway Design & HLM17 Start of Pathway Release 2+ Design/ Development Commenced 2
Development + Pathway establish agreement on specifications / February 1998
functionality and commence design of all aspects of the Nile
2+ Release.
+ Details of Pathway’s development (and sub-contractor
development) activity and ‘in-house’ Product Integration
Testing of all required aspects of the Nile 2+ Release to be
developed
+ Proposals for system testing to ensure that the Pathway
solution conforms functionally to the requirements of the
BA/POCL Programme to be developed
CAPS Releases SMB2 CAPS Release 4 available for joint end to end testing. TBA TBA
SMB3 CAPS Release 4 authorised for use (Ready for card payment) I TBA TBA
+ CAPS Release 4 - testing complete and authorised for use. i
+ Working assumption is that it will be introduced September
1999.
Functionality for performance improvements, Pathway
enhancements. Possible link to Pathway Release 2+.
;
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic/ Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
Joint Testing HLM18 Start of Joint Testing (Direct Interface Testing) September 1998 I Date to be
+ Pathway Release 2+ available for joint testing and assurance confirmed
by POCL Horizon and CAPS Programme.
+ Toensure that each of the system interfaces conform to the
Application & Technical Interface Specification and supports .
the business, technical and security requirements of both
parties on either end of the interface.
+ Forecast commencement
HLM19 Direct Interface Testing Complete February 1999 Date to be
confirmed
HLM20 Business Integration Testing Complete Forecast Date to be
+ To integrate the Pathway software systems together, and completion April I confirmed
with the target hardware, verify the system architectureon —_I 1999
an end to end basis.
HLM21 End to End Testing Complete Forecast Date to be
+ Testing ensures that the full end to end business processes, completion May I confirmed
within the BA/POCL scope, are satisfied by each of the 1999
systems involved (existing or new).
Model Office HLM22 Model Office Testing Forecast Date to be
Testing + To test that the system and manual business processes completion May I confirmed
interact (in a production like environment using actual ‘1999 .
users).
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Progress Towards Delivery of Strategic and High Level Milestones Annex A
Work Area Strategic / Milestone Description Target Date Current
High Level (based on Master Status
Milestone Plan V4.0 and (based on
No. Integrated Plan Pathway Plan
V1.0) V4.0 dated 15
June 98)
Acceptance SMA3 Pathway Release 2+ authorised for use June 1999 Date to be
+ Joint testing, Model Office Test and Acceptance testing confirmed
+ successfully completed
+ Relevant CARs and Agreements to Agree delivered
Implementation HLM23 Implementation/ migration TBA TBA
+ Nile Release 2+ successfully migrated and introduced at PO
outlets
Live Running - HLM24 Go-live TBA TBA
Nile Release 2+ running in PO outlets.
Project Completion SMK1i Project Completion TBA TBA
+ Allelements of the Programme in place, and ongoing
responsibilities transferred to supplier / sponsor
organisations
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