HomeMy WebLinkAboutVelocity Technology Solutions Inc; 2013-09-30;Customer Lifecycle Management Project Summary Vel$^ity
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Velocity Technology Solutions, Inc. C'Velocity") has offered City of Carlsbad ("Customer") vnth this project summary for a
Customer Lifecycle Management ("CLM") project.
Customer has asked Velocitj' to conduct a no cost Upgrade of their Lawson System Foundation (LSF) ("Lawson" or
"Lawson Software") . Velocity will provide a project manager, project team, and steward the change event into production
support. Velocity will also assist Customer in developing a detailed project plan and scope statement that balances required
updates with enhanced application fiincdonality, consistent with our change management approach and requirements.
Scope and Schediite
Velocity will upgrade Customer's Lawson and complementary applications and the associated technology according to the terms
and conditions of the effective Agreement. That Agreement will continue to govern all of the respective rights and obligations
of the Parties with respect to all hosting and / or managed applications services.
In summary, Velocity will:
Component
Upgrade From: Upgrade To:
Lawson S3 Environment ^9.0.1.5 9.0.1.11
Lawson S3 Application ^9.0.1.3 ^9.0.1.3 (same).
Lawson Business Intelligence ^9.0.1.4 9.0.1.4 (same).
Velocity is prepared to commit resources for the Customer's project aligned with the following dates:
Project Initiation / Kick-off: ^9/30/13 Go Live: 12/16/13.
Further definition of the scope and schedule will be oudined and mutually agreed to within the detailed Project Plan and/or
Service Description ("SD") as appropriate. Velocity has attached as an appendix to this document the list of standard project
milestones based on the proposed Project Start date. After the task level plan is agreed to, any changes to the project schedule
will be attached to this Project Summar)'. The project go live will be before 12/31/2013.
Velocity Service Commitments
Project Services:
• Project management;
• Systems and application provisioning
• Effective InstaUatlon of Application Upgrade Programs; and,
• Operations Support.
Customer Responsibility
Customer will supply all Lawson Software and other applications licensing and maintain vendor support for that software;
Customer will designate an "Executive Sponsor," assign a "Project Lead," and provide staffing to meet its project
responsibilities;
Customer has responsibility for data validation and business process validation;
Customer will commit resources to this agreed to schedule. Should the Customer need to alter the project schedule after
agreement at no fault of Velocity, a reset schedule will be agreed to by the parties within two (2) weeks;
Customer will provide for effective Application Configure and Extension;
Customer is responsible for Retrofit of Customizations; and
Customer will provide project acceptance when the Customer is using die upgraded Applications as the system of record.
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Customer Lifecycle Management Project Summary VeK$city
Servicei^ Charges
Any charges and fees associated with this Upgrade will be contracted separately as necessaty if requested in writing by the
Customer.
Customer may add fimctionality to their Applications environment at any time after the project completion. Velocity will evaluate
whether any additional Professional Services or Operations Services may be required. Additional fees may be incurred if the
customer requests:
• New Applications or Modules;
• New Supported Third Party Applications;
• Program Modifications;
• Interfaces;
• Additional Functional or Technical Consulting Services; and,
• Additional End User Training.
We look forward to a successful engagement and a long-term relationship. Should you have any questions conceming this
document, please contact Velocity at any time.
This is an agreement to commence upgrade activities consistent with the schedule outlined herein. Customer
agreement below indicates review of this document and a commitment to the summary project schedule.
City of Carlsbad
(Printed Name)
CT)
(Title)
(Date)
Velocity Technology Solutions
(Signature
(Printed'Nj&ne)
(Tide)
pate)
Unless otherwise withdrawn by Velocity, this project summaty including its associated schedule is valid until
September 27,2013.
Approved as to Form:
Assi^JKmt City Attorne)'
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Customer Lifecycle Management Project Summary Vel(»)dty
Appendix A: Standard Project Milestones
CLM Project Phases
Phase
R a a S B
Durati -S ' -4 -3 -2 -1 6 7 10 n 12 13 14
Pre PfojettAetivitv
SoM'-on Xaitlu Ci*t\t4
Pr« PiQjwl OA
Project Active
BuM EnJ.-<xvr.t.MptJt
C»UV»'iJ»l<)0(P»tl 1)
BuU Env.-Qniwnl (Prod)
1^ PfO «.:l SH«^</Qndi
Hardware/OS/Network/Security/0
2:
Application
install.configuratlon,
and Data migration for
Core & Extensions, Dev
Application
install.conflguratlon,
and Oata migration for
RelfoM CujIon zMooj
But Mit Piocen V*l.Jjl<
Co.T«nloo (Go U-M)
Go live
Post l>« Support 1 Go ItM yicnU-/
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I. Overview
Goal
The goal of this project is to upgrade the City of Carlsbad ("Customer") environment to an
updated and proven release of Lawson Software on the Velocity Service Delivery Lifrastructure.
The Customer's environment will be moved from Velocity's Temple Terrace datacenter to
Velocity's Minneapolis datacenter.
Project Scope
Velocity will provide:
• Project Management. Activities will include project management mentoring and assistance
in setting the direction on the upgrade process. If requested by Customer, Velocity will
provide, on a time and materials basis, any agreed upon changes to the scope.
Operations Support. These support activities will also be provided as part of Customer
Lifecycle Management ("CLM") Event. This will include the Service Resources for the
environments required for the upgrade, labor to complete the technical upgrade including the
upgrade of any modifications that Customer currently uses in production or those that are in
development and have completed the production control process. After the new 9.0.1 release
environments have been installed. Customer will complete their data validation and business
process validation of the new release based on the scheduled in the project plan.
Out of Project Scope
Lawson application upgrade. Lawson S3 will remain at version 9.0.1.3
Database schema changes. The Lawson S3 database schema will remain at version 9.0.1.3.
Project Schedule
As listed in Customer Lifecycle Management agreement.
II. Velocity Responsibilities
In performing the Services, Velocity will abide by a project management methodology that
includes:
• Acquiring and assigning resources upon Customer agreement to scope and schedule;
• Developing and maintaining a detailed and documented project plan;
• Engage with Customer in risk management planning processes;
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Conform to disciplined change control, scope control, and schedule control processes;
Deliver comprehensive project communications;
Provide a test and production environment. The Customer will have the ability to conduct
testing in both the new Test environment and the new Production environment before go live
Cutover. The test environment will be used for pass one testing and the future production
environment will be used for pass two testing.
Provide technical information required to securely connect between new datacenter and City
of Carlsbad network;
Perform smoke test whenever data is transferred from Temple Terrace to Minneapolis;
Install and compile all software required for application and environment;
Manage and maintain a consolidated issues list; and.
Complete project acceptance and closure;
Project Deliverables
• Project Plan - Velocity will prepare and present a project plan for the Services. The project
plan will reflect the Velocity upgrade process described below, customized to reflect the
details of the Services to be provided to Customer under this project;
Status Reports - Velocity will provide weekly status reports to keep Customer apprised of
the progress of the upgrade. These status reports will be available through email, or other
written means;
Communication - Weekly meetings will be scheduled with the project team to resolve issues
and to track progress. Velocity will provide written responses to inquiries and project issues
raised by Customer promptly after receiving them, within two (2) business days in most
cases;
Risk Management Plan - Velocity will maintain a "risk register" to facilitate risk monitoring
and risk control through the employment of mitigating actions;
Functionality - Velocity will provide a summary of the new Lawson Software features and
functionality, as we understand they pertain to your Business Processes;
- Validation - Velocity will provide a recommended validation and testing plan;
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Additional Documentation - Velocity will provide any other documentation that is needed to
successfully complete the upgrade including a Conversion Plan, Pre and Post Upgrade Job
Listing, etc.
Technical / Upgrade Methodology
Velocity conducts many upgrade events like this each year. We employ a proven process and
add to the defined process with continuous improvement initiatives aimed at improving the
quality and timeliness of our service.
Velocity will create a new environment with applications identified in Appendix "A". During an
upgrade pass, the data from Customer's current Prod90 environment will be moved to new
environment. Customer will then have three weeks per pass to validate all data and test major
business processes. When approved, the new production environment will be upgraded and a
production cutover will be coordinated. Product Line and environment will be
changed. Production will become PROD901, Test will become DEV901.
The Velocity testing plan details out the major business processes by application suite.
Customer is responsible for determining any additional major business processes that should be
tested. The testing plan also lists technology items that should be tested including those specific
to your environment and listed in Appendix A. Any addition technology items that Customer
utilizes should be tested and proved to execute successfully.
General Deliverables
Our current system configuration and deliverables include:
Environment release Lawson System Foundation (LSF) V9.0.1 ;
Provide documentation of changes from LSF V9.0.1.5 to V9.0.1.11;
Install new test environment and software at Minneapolis datacenter and extract data from
Velocity's Temple Terrace datacenter;
Install new production environment and software at Minneapolis datacenter and extract data
from Velocity's Temple Terrace datacenter;
All users copied to the new environment;
New IP addresses and server names communicated to the Customer's IT staff within 1 week
of project start date;
Work with Customer's IT staff to ensure network connectivity, application and environment
are all working properly;
Provide to Customer new user id's for core users. The format is: uclOgxxnn. The "u" is for
user, the "clOg" is the customer number, "xx" are the initials of the user and "nn" is a
sequence number. This should have little impact on your LDAP Bind;
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Provide to Customer new system userids used to run interfaces, etc.. The format is:
cclOgxxnn. The "clOg" is the customer number, "xx" are the initials of the user and "nn" is
a sequence number. These users will be set to not expire;
Provide Customer names of printers;
Copy Lawson application from Temple Terrace to new environment and compile;
Copy Lawson application database and data files from Temple Terrace to new environment;
Modifications - The modifications and interfaces currently being used by Customer will be
reviewed, updated as necessary to work with the new application instance and unit tested in
the 9.0 applications. These modifications are outlined in Appendix B;
Portal/Lawson User Administration (LAUA) Reference Guide;
General testing plan tailored to your installation of the Applications;
JOBDEFs newly added to the DEV90 environment copied to the PROD90 environment; and,
Provide training for new utilities: VUE, Mission Control and Security Center;
III. Customer Responsibilities
The following is a list of Customer's responsibilities. The expected dates for accomplishing
Service milestones and the successful completion of the Services depend upon Customer meeting
these responsibilities in a timely fashion.
Project Responsibilities
Customer will:
Indicate agreement to project schedule such that Velocity can acquire and assign intemal
resources;
Provide approval to Velocity to download software needed to perform the upgrade including:
Lawson Application and Environment Keys, Cobol compiler (if needed) from Lawson
support;
Review the Lawson Feature Document for environment release V901 LSF that will be
provided to Customer;
Complete the application testing plan to encompass any processes not included in the
Velocity provided plan;
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update TNSNAMES.ora due to the database name and IP address changes.
Conduct all necessary validation ofthe data that is upgraded and any necessary testing of the
current processes or any new features implemented by Customer;
Conduct all necessary testing of new environment features:
- Update any user procedures for current processes, Process Flows, including
modifications;
- Update any document that defines business processes that will reflect a change with the
Upgrade;
- Verify datasources defined to LBI;
- Verify local queries and potentially updated;
- Update Oracle desktop client for specific users, if needed;
- Report upgrade issues pre or post 'Go Live' to the Velocity CSC as a problem report
associated with the CLM event;
- Respond in writing to Velocity inquiries and project issues in a timely manner. Within 2
business days, documents presented to Customer by Velocity for review should be
approved by Customer for sign-off or written responses should be provided identifying
issues to be resolved prior to sign-off;
- Complete all assigned tasks in a timely manner, as called for in the Project Plan;
- Re-evaluate all business critical jobs, jobdefs and recdefs;
- Verify security classes for all users and verify that all users have Groups set up
appropriately;
- Verify printers and user ids;
- Sign off on the final test upgrade data after validation is complete;
- Sign off on the upgrade and modifications within two weeks of production of the 9.0.1
release
Customer Staffing Responsibilities
Customer will:
Assign a "Project Manager" who will serve as the primary Customer interface with the
Velocity Project Manager on all matters related to this UEA. If this person is not a Security
Officer, this designation must be in writing;
Assign a Project Sponsor;
Assign an HR Payroll Specialist
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Change Management
In the event that Customer or Velocity requests services that are not defined in the scope of this
UEA, the Velocity Project Manager will develop a written Task Order Authorization ("TOA") to
identify the requested services and the impact of this change. The TOA will become effective
only when signed by both parties.
V. Attributes of Successful Projects
Over the course of managing dozens of lifecycle events yearly, we know that successful projects
share these attributes:
Shared expectations for scope, schedule, and responsibilities
Joint planning to ensure the business needs are met
Timely communication that is actionable and focused on project risk and success
Active executive sponsorship that empowers the team members
Adequate testing that gives both the customer and the service provider confidence in the
reliability of the release;
Our organizations share these responsibilities for project success. We are in this together; you
will always have an experienced guide at your side as we make our way toward the end goal.
VI. Project Closing
Project Signoff
Upon completion of Customer's validation of Customer's instance of the Applications,
Customer's Executive Sponsor will confirm Customer's acceptance of the Services by signing a
Project Acceptance Letter ("Project Signoff). Project Sign-off represents completion of the
Project Period and the Services, except for any Post 'Go Live' Support that may be requested by
Customer and performed by our Customer Support Center. At this time, written or emailed
approval to delete the old production and development environments will be obtained from
Customer.
Project Completion
The upgrade project is considered completed for both parties when:
Customer is using the 9.0.1 LSF Environment Release as the system of record;
Velocity has completed intemal Production Control Acceptance;
• Network security meets Customer's requirements;
Customer has completed signoff on the upgrade and modifications;
Our expectation is that working together we will reach project completion within two (2) weeks
following 'Go Live'.
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Each party has caused its authorized representative to execute this Upgrade Expectation
Agreement as of the date set forth below:
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VII. Appendix A - Upgraded Lawson Components
Modules included in the Environment Upgrade:
LSF V9.0.1.5 to V9.0.1.11
AIXv5.1tov6.2
Oracle database vlOg to vl 1.2
Websphere v6.1 to v7
Additional Applications
Lawson S3 application will remain at v9.0.1.3
VIII. Appendix B - Lawson Process Customizations
Process Customizations are defined as additions, deletions, or changes to the application code
base required to accommodate a Customer business process that is not elegantly supported by the
application as delivered. Process Customizations can generally be categorized as:
• Reports;
• Interfaces;
• Application Programs; and,
• User Exits
Customizations will be provided by the upgrade team.
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Velocity Technology Solutions, Inc.
INCUMBENCY CERTIFICATE
The undersigned hereby certifies that he is the duly elected and acting secretary of
Velocity Technology Solutions, Inc. (the "Company") and he hereby further certifies, that (1) the
person listed below is a duly elected and acting officer of the Company authorized to execute any
and all documents on behalf of the Company in the normal course of business of the Company,
(2) such person currently holds the office of the Company set forth opposite his name below,
and (3) the signature of such person set forth opposite his name below is their true and lawful
signatures:
Name of Officer Office Held
Bryan Conley Chief Financial Officer
Date: September 26, 2013 VELOCITY TECHNOLOGY SOLUTIONS, INC.
r, I
By: Chris S. Heller, Secretary and General Counsel