WinTen2 – WinTen2+ Migration Syllabus

Job Aid
WT2-WT2+ Migration Syllabus
Version 1.1 Revised 1/28/2016
WT2-WT2+ Migration Syllabus
Preparation
Please prepare for your migration by completing the following tasks:



Sign an Upgrade Option with your account manager
Enroll in Tenmast University
o Email a completed Client Enrollment Form to migration@tenmast.com
Clean up your production data using our Pre-migration Reports
o Please review Tenmast University Course 601 for further details
Flock Calls
Flock calls are the weekly conference calls between the Tenmast migration team and the “flock”. A
“flock” is a group of housing authorities working toward migration at the same time. Working in flocks
allows housing authorities to learn together and more efficiently migrate to WinTen2+.
Each Flock Call will begin by addressing outstanding concerns for Tenmast and the HA’s. After this
dialogue, we will cover the special topic for the week and wrap up with Q&A. The tentative agenda for
special topics is listed below:
Week
1
2
3
4
5
6
7
8
9
Special Topic
IT Review & TU Enrollment
Citrix Receiver & Unattended Access
Migration Permissions (Super Users)
Form Letters & Scribe Reports
Validation Overview
S8 GL Accounts & S8 Check Format
Project Setup (Transnet)
FSS
App List Preferences
Homework
IT Review & TU Enrollment
Unattended Access
Super Users
Form Letters & Scribe Reports
GL Accounts & Check Format
Transnet
FSS
App List Preferences
1
©2014 Tenmast Software. All rights reserved.
WT2-WT2+ Migration Syllabus
Job Aid
WT2-WT2+ Migration Syllabus
Version 1.1 Revised 1/28/2016
Data Cleansing
Corrupted, incorrect or incomplete data is quite common in WinTen2. After many years of data entry,
there is no such thing as perfect data. For this reason, a primary objective of your WinTen2+ migration
will be Data Cleansing to ensure your data will migrate successfully to WinTen2+. Though you are
responsible for your data cleanup, Tenmast provides several useful tools and guidance to assist:



Pre-migration Reports – These show potentially problematic data in WT2 prior to migration
o Please review Tenmast University Course 601 for further details
Data Validation –During this process you will be asked to compare your WT2 data to your
migrated data to identify potential discrepancies
o Please see the Validation Tab of our website for more information
Post-Migration Reports – These reports show common data issues in your test WT2+
environment
o Please review the Validation Report Breakdown
Go-Live Preparation
Once the data has been validated and approved the HA, it is time to prepare for Go-Live! During this
time we will schedule dates for the final migration and focus on Go-Live Preparation. HA’s will be asked
to complete and return the Pre-Migration Checklist tab of the Go-Live Checklist.
2
©2014 Tenmast Software. All rights reserved.
WT2-WT2+ Migration Syllabus
Job Aid
WT2-WT2+ Migration Syllabus
Version 1.1 Revised 1/28/2016
Go-Live Process
Below is an overview of the Go-Live process including the most common timeframes. Please note that
your data run may exceed 3 days depending on the amount and complexity of the data being converted.
Phase
Name
I
Final
Migration
Days
Thursday (-3)
to
Configuration
Tenmast Tasks
Pre-Migration Checklist
Data Pull
Begin Tracking Downtime Data
Data Migration
System Configuration Assistance
System Configuration Checklist
Assign WinTen2+ Permissions
Copy DB to Validation Training
Data Validation
Data Correction
Process Validation
Data Validation Assistance
Data Correction Assistance
Process Validation Assistance
Sunday (0)
Monday (1)
II
HA Tasks
to
Wednesday (3)
III
Data
Correction
& Process
Validation
Wednesday (3)
to
Monday (6)
Monday (6)
IV
Training
to
V
First Init /
Check-Run
Last week of
Go-Live Month
Independence
After first Init /
Check Run
VI
Init/Check-run in Validation Training DB
Training
Training
Additional Q&A
Run Init/Check-Run Reports
Correct Incorrect Data
Initialize and issue checks
Provide Support for bugs
*Optional* Dedicated Assistance
Send issues to Tenmast Support
Provide support for issues per support
contract
3
©2014 Tenmast Software. All rights reserved.
WT2-WT2+ Migration Syllabus
Job Aid
WT2-WT2+ Migration Syllabus
Version 1.1 Revised 1/28/2016
Upgrade Options
Please note that you may upgrade your migration at any time before Go-Live. You may upgrade to a
new option or simply add individual items listed below.
Option
1
Option
1.5
Option
2
Option
3
Migration Preparation
Data Migration Iterations
2
Data Runs
2
Data Runs
4
Data Runs
6
Data Runs
System Configuration
Validation Coaching
2
Hours
Dedicated Go-Live Coaching
Notes
Cost
Included in support contract
$
-
First two data runs included in support contract
$ 3,000
Base configuration to match your data
$
960
4
Hours
8
Hours
16
Hours
Pre-Migration Coaching on data validation
$
120
4
Hours
8
Hours
16
Hours
Post-Migration Coaching on cleanup and process
$
120
Test Init/Check-Run
Included in support contract
$
-
Dedicated Init/Check-Run Assistance
Dedicated support for your first init/check-run
$ 2,400
12 Days
(Onsite)
WinTen2+ Introductory Training
$ 1,200
2
Hours
Data Entry for Data Cleanup on Go-Live
Physical = High-end physical server (Less Downtime)
2 Days
(Remote)
Training
4 Days
(Onsite)
Data Entry
Server for Data Runs
Cost
Virtual
$
-
Virtual
Virtual
Physical
$ 3,500
$ 11,000
$ 35,000
$
$ 3,500
4
©2014 Tenmast Software. All rights reserved.
120
WT2-WT2+ Migration Syllabus
Job Aid
WT2-WT2+ Migration Syllabus
Version 1.1 Revised 1/28/2016
Definitions










Migration Preparation – This includes delivery, review and analysis of all homework
documentation as defined in this Syllabus.
Data Migration Iterations – These are the physical conversions of your data from WinTen2 to
WinTen2+. The first two conversions are included as a benefit of your support contract.
Additional runs are $3,000 for the development, coaching, and IT resources required
System Configuration – This is the basic configuration of your system that is required to make it
functional with the data converted from WinTen2. Additional custom configuration will be
charged at $120/hour.
Validation Coaching – This is the time spent with your coach during your pre-final data runs.
The purpose of this time is to help expedite and guide your data validation and data correction
processes.
Dedicated Go-Live Coaching – This is the time your coach spends with you after Go-Live. This
typically includes process validation assistance, data validation assistance, data correction
assistance, and Q&A. You may opt to charge custom system configuration against this time as
well. We exclude the following coaching tasks from this time – System Configuration, Test
Init/Check-Run; Dedicated Init/Check-Run Assistance – as these are separate processes.
Test Init/Check-Run – After your System Configuration is complete, your coach will perform a
Test Init/Check-Run in a copy of your data. The purpose of this test is to validate that your
system configuration is complete and will not cause init/check-run issues. Your coach is not
responsible for correcting data issues in this test.
Dedicated Init/Check-Run Assistance – At the end of your first month in WinTen2+, you will
Initialize into the following month and issue checks/ACH files. While you will always receive
urgent support for initialization issues, we also offer dedicated assistance from a coach to help
walk your staff through the first init/check-run in WinTen2+.
Training – This is the dedicated WinTen2+ training. Our trainers can travel to your housing
authority or provide web trainings. We strongly encourage every housing authority to purchase
at least 4 days of training. We have found that most housing authorities that do not have at
least 4 days of training struggle to effectively use the software in the first few months.
Data Entry – During Phase III of your Go-Live (Data Correction), you will be required to validate
all data in your system and correct any errant data. We will identify some of the most common
errors for you and provide standard data cleanup instructions for most of these. For the errors
identified in the Tenmast Post-Migration Reports, we have staff on-hand that can enter this
corrective data for you at an hourly rate. This is encouraged as an add-on prior to Go-Live if
your expected data cleanup effort exceeds staff availability
Server for Data Runs – Tenmast will be providing the server for your data runs. You will have
one dedicated server for use through the migration process. Every housing authority will have a
virtual server for data runs and validation. You may optionally upgrade to a high-end physical
server for your data runs which can reduce run-time by up to 40%. This equates to less downtime during Go-Live.
5
©2014 Tenmast Software. All rights reserved.
WT2-WT2+ Migration Syllabus