PROPOSED DEPLOYMENT PLAN Proposal to Comcast for Enterprise Product Catalog April, 2007 For more information regarding this proposal, please contact: Name Title Telephone name@amdocs.com TABLE OF CONTENTS 1. 1.1. 1.2. INTRODUCTION Project Scope Project Timeline 1 1 2 2. 2.1. EPC DEPLOYMENT APPROACH Phases 4 4 3. ASSUMPTIONS 7 4. 4.1. PHASE 1: DEPLOYMENT SCOPE & DESIGN Overview 4.1.1. Program Management 4.1.2. Scope Definition 4.1.3. Architecture Design 4.1.4. Requirements Definition 4.1.5. Hardware & Software 4.1.6. Data Model Design 4.1.7. Training 9 9 9 10 10 11 12 12 13 5. PHASE 2: CONSTRUCTION (CUSTOMIZATION, CONFIGURATION AND SYSTEM TEST) PHASE Overview 5.1.1. Construction/Configuration Development 14 14 14 PHASE 3: IMPLEMENTATION (INFRA, UAT, AND FINAL DEPLOYMENT) Overview 6.1.1. Infra 6.1.2. Acceptance Testing 6.1.3. Deployment Readiness Planning 6.1.4. Pre Deployment Activities 6.1.5. System Deployment and handover 16 16 16 17 17 18 18 5.1. 6. 6.1. APPENDIX A. PROPOSED EPC DEPLOYMENT WBS 19 © Amdocs 2007. All Rights Reserved. Reproduction or distribution other than for intended purposes is prohibited, without the prior written consent of Amdocs. These materials are confidential, and shall be returned to Amdocs upon request. Amdocs® and its other trademarks are the exclusive property of Amdocs, and may not be used without permission. All other trademarks mentioned in this material are the property of their respective owners. 1. INTRODUCTION To support Comcast in implementing an Enterprise Product Catalog solution, Amdocs proposes the following EPC Deployment Project to define, develop, and deploy the Amdocs Enterprise Product Catalog (EPC). This deployment plan details the areas to be covered during the project as well as the groups involved. It covers all critical aspects of deploying a turn-key EPC solution. The deployment effort concludes upon providing an EPC product, with constructed templates to support DDP, DDPS, Saville, and CSG, installed on the designated hardware. The integration effort of the EPC to the downstream applications is not included in the deployment effort and is fully described in the EPC Proposed Integration Strategy. Amdocs Enterprise Product Catalog is a new product specifically designed for the centralized management of products and propositions across an enterprise in a SOA environment. Amdocs EPC enables its users to design, build and manage a central repository for products and services. It employs a graphical user interface (GUI) application to design and implement a catalog model. 1.1. Project Scope Amdocs Enterprise Product Catalog acts as a central repository shared between billing, CRM and content revenue management applications. It also features import and export capabilities based on industry-standard XML formats, to enable interoperability with other systems and facilitate integration into service providers’ existing heterogeneous environment. This EPC Deployment Strategy covers the following: > > > > > > > > Program Management Analysis of Environment Definition of Requirements Design and Implementation of Data Model to Support the Comcast implementation of EPC Definition and design of template to support the data model Definition, configuration, and configuration of the hardware environment Installation and testing of the EPC Deployment of the EPC for production Proprietary and Confidential Page 1 INTRODUCTION PROPOSED DEPLOYMENT PLAN The following diagram shows the elements of the EPC that will be provided in the deployment. See the Proposed Integration Strategy Document for details of the integration strategy. Figure 1: Enterprise Product Catalog FRONT END DESIGNER CATALOG SERVICES CATALOG BROWSING CATALOG UPLOADING RULES EXECUTION BACKEND Security Manager PROJECT MANAGEMENT IMPORT/ EXPORT DISTRIBUTION VALIDATION HIERARCHIES AUDITING ELEMENT VERSIONING ELEMENT OPERATION USER ROLE ACCESS QUERIES DATA MODEL TEMPLATES ELEMENTARY TYPES ELEMENTS ENTERPRISE PRODUCT CATALOG 1.2. Project Timeline The deployment timeline assumes the project will start on May 1, 2007 and the final deployment (production) of the EPC modules ready for data conversion with at least one billing system by November 2007. Proprietary and Confidential Page 2 3 Design 4 Construction (customization, configuration, testing) 5 Infra (Staging, Installation & Configuration) 23d 117d 165d INTRODUCTION UAT (User Acceptance Testing) PROPOSED DEPLOYMENT PLAN& 6 184d UAT Suppor 7 Deploy to Production Q2 07 ID May 1 Scope 2 Training (Implemetnation/Internal) 3 Design 4 Construction (customization, configuration, testing) 5 6 7 Q3 07 Q4 07 Task Name Infra (Staging, Installation & Configuration) UAT (User Acceptance Testing) & UAT Suppor Jun Jul Aug Sep Oct Nov Dec 30d 35d 23d 117d 165d 184d Deploy to Production For a more detailed timeline see the Microsoft Project Plan attached to this document as an appendix. Proprietary and Confidential Page 3 2. EPC DEPLOYMENT APPROACH This document details the methods that Amdocs will use to deploy the Amdocs Enterprise Product Catalog (EPC) at Comcast. Each area of the deployment is reviewed in the following sections, which outline the goal, and output, a list of activities to be performed, and the responsible parties for each deployment area. Amdocs intends to deploy EPC using a phased approach to ensure a complete, coordinated and successful project delivery to Comcast that aligns with overall business and quality objectives. 2.1. Phases The EPC deployment plan consists of three phases: Analysis and Design Phase: During this phase scoping, analysis, and design efforts will be carried out by a combined team of Amdocs business consultants and product professionals, a local on site team, and Comcast business experts (30% of the team) to lay the foundation for a successful solution. Required training for the implementation team members will be determined. Construction Phase Based on the requirements, Amdocs development teams will develop the EPC data model, element types, API queries, and templates. Amdocs implementation and testing teams will design EPC configuration, unit and system testing strategies, and deployment of a sandbox environment. Comcast team members will validate resulting templates. Implementation Phase The implementation phase comprises: > > Acquisition and installation of the hardware and software Testing Proprietary and Confidential Page 4 EPC DEPLOYMENT APPROACH PROPOSED DEPLOYMENT PLAN > > > Configuration UAT D Deployment into a production environment. Phase 1: Analysis and Design Phase 1 of the deployment process includes joint Amdocs and Comcast sessions dedicated to; > > > > Definition of the data model. Definition of business roles and public roles for the users. Design of the templates that will be used to create elements in EPC. Design the test cases that will be used during the acceptance test phase. Phase 1 represents several additional parallel activities. Amdocs and Comcast PMO teams will refine the project plans and create the PMO process to control the project. Infra team sessions will target the definition of hardware (need to buy, leasing, move from project to project), disk space, scalability, and software. Phase 2: Construction At the completion of the Phase 1 activities (and validation of the deliverables) the EPC project moves into Phase 2 where the development team will work on the data model, validations, and template creation. The team will present the data model to Comcast Billing teams (CSG, DDP,DDPF and Saville) and the final mapping between the billing systems and the EPC data model will be completed The installation work will be performed in parallel to the development effort, so the final tasks of Phase 2 overlap with the initial tasks of Phase 3. Phase 3 Implementation The Infra team will install, configure and shake out the environment that will be used to deploy the EPC software. The data model, user security, and templates will be deployed into the environment and validated to confirm that software and hardware are working together. Proprietary and Confidential Page 5 EPC DEPLOYMENT APPROACH PROPOSED DEPLOYMENT PLAN Once the installation is confirmed the software will be tested and necessary adjustments made. The test cases and scenarios defined by the testing team will be used to confirm the software. Proprietary and Confidential Page 6 3. ASSUMPTIONS Amdocs has identified the following critical assumptions affecting this proposed Deployment Strategy: Program/Project Management Assumptions > > > > > > > > This deployment plan is describing the activities required from the scoping phase thru the delivery of an EPC product, populated with templates enabling data entry required for DDP, DDPF, Saville, and CSG. It does not include activities or tasks associated with the integration strategy to the downstream applications. Post-Deployment activities are not part of this document. Comcast will provide computer hardware and software for Amdocs consultants to use during the life of the project, at no cost to Amdocs. Comcast will provide adequate office facilities (desk, phone, computer access and so on) for each Amdocs consultant while on-site, at no cost to Amdocs. Comcast to provide Amdocs access to its internal sites and portals, if needed. Amdocs will have access to Comcast’s subject matter experts regarding Business Requirements, Systems Architecture, and other areas of information pertinent to the project related activities. Amdocs is responsible and accountable for providing overall program and project management for the proposed project. Amdocs will be responsible for activities and the project management of these activities assigned to them by Comcast project manager. Amdocs personnel will abide by Comcast security and confidentiality policies when using Comcast facilities, equipment and software. Development Assumptions > The plan includes a specific number of EPC entities, controls, templates, and validations based on data model to be developed during the requirements phase. This plan uses the following initial estimates, which may change based upon the results of the requirements gathering: > Total of 33 templates for all catalogs > 30% complex templates; 70% simple templates > One Control for elementary/reference field per catalog Proprietary and Confidential Page 7 ASSUMPTIONS PROPOSED DEPLOYMENT PLAN Two Controls for regular element fields per catalog Two Controls for complex element fields per catalog Comcast will be responsible for implementing and managing the Aqualogic services infrastructure. Comcast will configure Weblogic ESB in a fail-over mode to provide maximum availability. Amdocs Enterprise Product Catalog will hold service codes (codes that indicate provisioning instructions to outside systems); however, provisioning will be accomplished via Comcast Bedrock, or a similar system. Distribution Manager will be a message driven bean, and be custom development > External to Amdocs Enterprise Product Catalog > Input – Amdocs Enterprise Product Catalog Distribution XML (in a zip file) > Responsible for setting the required data for distribution, mapping the information to target system, distributing the data to target systems and sends acknowledgement back to Amdocs Enterprise Product Catalog backend system Amdocs Enterprise Product Catalog will be the source for all product catalogs. Changes made to the master product catalog will be propagated to the down stream systems. SOAP/http will be preferred way to communicate between systems. Services will be developed to abstract the systems and to perform the necessary data mapping. Amdocs Security Manager will be used for providing security service to EPC (authentication & authorization). > > > > > > > > Proprietary and Confidential Page 8 4. PHASE 1: DEPLOYMENT SCOPE & DESIGN 4.1. Overview During this phase, Amdocs will work with Comcast to set the project scope and program management parameters, and will identify high level requirements and designs. We will conduct detailed Scope Sessions with Comcast to ensure a thorough understanding of the requirements. This phase includes training of project team resources to ensure that the required skill sets are in place. Upon completion of scope sessions and related deliverables, Amdocs will conduct Design Sessions to ensure all requirements can be translated into the EPC data model. The sessions will define the basic data model and will be presented by Amdocs to Comcast. 4.1.1. Program Management Goal Program Management seeks to build overall project understanding between the PMOs team (Comcast and Amdocs) of the project, dependencies, resources, and communications needs. The PMOs should define the "Report Status" to be published, escalation process, project sponsors, daily, weekly, bi-weekly and monthly meetings, and the communications plan. Output > > > Final EPC Project Plan agreed by Comcast and Amdocs EPC Project Roles & Responsibilities Project Communications Plan Participants Amdocs Product Management and Comcast Product Management. Proprietary and Confidential Page 9 PHASE 1: DEPLOYMENT SCOPE & DESIGN PROPOSED DEPLOYMENT PLAN 4.1.2. Scope Definition Goal Define the project scope, roles and responsibilities. Output > Project Scope Document Participants Amdocs Product Management and Business consultants, Comcast Representatives with target system knowledge. 4.1.3. Architecture Design Goal The Architecture Design session will define the final architectural solution for the implementation of the EPC. This will be also used to define the integration strategy architecture with other edges and billings systems. Output > > > EPC Project Architecture Document Edge System Impact Analysis Document EPC Project Overall Integration Document Participants Amdocs Product Management and Business consultants, Comcast Representatives with target system knowledge. Proprietary and Confidential Page 10 PHASE 1: DEPLOYMENT SCOPE & DESIGN PROPOSED DEPLOYMENT PLAN 4.1.4. Requirements Definition Goal The Requirements Definition session(s) will define the solution requirements for the EPC. In this session Comcast and Amdocs jointly will define: > > > > > > > > > > Translation of the Comcast business vision into EPC business requirements. Requirements necessary to create the EPC basic data model, and validations EPC Basic Data Model Definition & Design > Element types > Data Relationships Templates for > DDP > DDPF > CSG > Saville Data Entry User Interface (UI) Security User Roles Data Mapping Services Requirements. Determine generic output requirements (templates) for downstream systems > DDP > DDPF > CSG > Saville API for Query and API for Update (if requested) Determine Pilot (Sandbox) Deliverable and Exit Criteria Determine Operational Design Requirements Output > > > > > EPC Basic Data Model Requirement EPC Templates Requirements EPC Basic Data Model x Billing Systems Data Mapping EPC Security Requirements (users and roles) Operational Design Requirements Participants Amdocs Product Management and Business consultants, Comcast Representatives. Proprietary and Confidential Page 11 PHASE 1: DEPLOYMENT SCOPE & DESIGN PROPOSED DEPLOYMENT PLAN 4.1.5. Hardware & Software Goal Definition of the hardware, software, communication protocols and disk space that will guarantee that EPC will perform and hold products, offers and needed templates. These definitions must consider: > > > > Hardware for: Testing and Production. Scalability Availability and Fail Over Backup and recovery requirements Output > > > > > > Hardware Acquisition list Software Acquisition list Roles and Responsibilities related with Hardware and Software Hardware and Software Acquisition and installation process timeline plan. Basic Purchase Order to be approved by Comcast Date for Install Amdocs Enterprise Catalog 7.1 Participants Amdocs TACT team, Comcast Business Representative, Comcast Infra Representative Comcast Business representative must have an understanding of how the data model was created and the impact on the volume of elements (product and price elements) to be created in EPC. > Comcast Infra Representative must have the knowledge of the procedures used by Comcast for data communication, backups, high availability, and overall system architecture. > 4.1.6. Data Model Design Goal Based on the requirements from Comcast, Amdocs will present the suggested EPC basic data model to Comcast. The suggested EPC basic data model will be reviewed by Comcast and Amdocs. From this session the data model will be updated creating the concept data model. The concept data model will be used by development team to build the final data model. The concept data model will be presented to CSG,DDP/DDPF and Proprietary and Confidential Page 12 PHASE 1: DEPLOYMENT SCOPE & DESIGN PROPOSED DEPLOYMENT PLAN Saville billing analysts to verify mapping between the current product catalogue and EPC. Based on the mapping results an EPC template for each billing system will be created as part of the deployment. Output > > > Data Model ERD Concept templates each entity in the ERD Templates for each Billing System Participants Amdocs Product Management and Business consultants, Comcast Representatives with target system knowledge, Comcast EPC sponsors, billing representing from CSG, DDP/DDPF and Saville. 4.1.7. Training Goal Increase the knowledge of Comcast team member of EPC. Output > > Training sessions Training materials Participants Comcast team members. Amdocs will provide set of training materials and trainers, as required, subject to a separate pricing offer. Proprietary and Confidential Page 13 5. PHASE 2: CONSTRUCTION (CUSTOMIZATION, CONFIGURATION AND SYSTEM TEST) PHASE 5.1. Overview During this phase, Amdocs will construct the element types, templates, API queries, and EPC data model according to the designs completed and approved in Phase 1. Upon construction completion, the testing team will be performing testing activities where the requirements, EPC software, operational requirements, templates and data model will be validated within the EPC. This team will create the necessary test cases, mitigation procedures, scenarios and exit and entrance criteria for each step. We will also establish the Pilot environment and deliver a minimum of one template to this environment to allow the Comcast implementation team to begin familiarizing themselves with procedures, business rules and components of the EPC. 5.1.1. Construction/Configuration Development Goal Using the requirements, detailed designs, data models, and data maps from the joint Scope and Design sessions, Amdocs will develop, configure and test code for the Amdocs Enterprise Product Catalog templates UI and EPC Distribution Client. Specifically, the components to be developed, tested, and configured are: Data Model > Define entity types > Define entity structure > Define entities > Define entity relationships > Templates > DDP > DDPF > CSG > Saville > Validations Definition & Design > Business Rules > Proprietary and Confidential Page 14 PHASE 2: CONSTRUCTION (CUSTOMIZATION, CONFIGURATION AND SYSTEM TEST) PHASE PROPOSED DEPLOYMENT PLAN > > > > Interface Development EPC Configuration EPC Users configuration and access definition EPC Hierarchy Configuration Output An Amdocs Enterprise Catalog solution that meets the detail designs determined jointly by Amdocs and Comcast and is ready to be configured and tested. Participants Amdocs Product Management and Amdocs Development Proprietary and Confidential Page 15 6. PHASE 3: IMPLEMENTATION (INFRA, UAT, AND FINAL DEPLOYMENT) 6.1. Overview During this phase, Amdocs will perform Infra activities to stage, install and configure the solution. Amdocs and Comcast testing teams will execute all test cases created in the previous session. Both teams will monitor the test results and take appropriate actions on defects discovered. The PMO function will publish the "Test Status", Risks and Mitigation. The Amdocs and Comcast teams that participated in the requirement session and development phases will support the UAT. The PMO will be responsible for defining the resource plan for support. 6.1.1. Infra Goal Infra Staging activities encompass purchasing and licensing of agreed upon Hardware and Software and set up in the deployment (production environment) according to the operational design. We will also install hardware, third-party software and components of the EPC solution, configure it and perform shake out activities to ensure readiness for UAT. Outputs > Properly configured, stable UAT environment Participants Amdocs Testing and Implementation teams and Comcast Testing team. Proprietary and Confidential Page 16 PHASE 3: IMPLEMENTATION (INFRA, UAT, AND FINAL DEPLOYMENT) PROPOSED DEPLOYMENT PLAN 6.1.2. Acceptance Testing Goal Plan the UAT testing operations and schedule, including technical and management topics (such as scope, testing approach, tools, risks, resources, relations with the customer, etc.) that will be used as the basis for designing subsequent testing activities. Define entrance and exit criteria for each step in the test process. Create the calendars and test cases that meet the customer's requirements and system requirements by creating the test scenarios Output Testing Approach document Tools definition to be used during test Risk table and mitigations Resource plan for testing Test cases and business scenarios (product, price and offer defined using EPC modules) > Regression calendars > Testing Summary > > > > > Participants Amdocs Testing team and Comcast Testing team. 6.1.3. Deployment Readiness Planning Goal Plan all activities that need to be completed prior to and during deployment of EPC. Output > > > > > > Business Readiness Checklist Business Readiness Audit Parameters Communication Plan Escalation Procedures Issue Management and Tracking Post Deployment Support Plan Proprietary and Confidential Page 17 PHASE 3: IMPLEMENTATION (INFRA, UAT, AND FINAL DEPLOYMENT) PROPOSED DEPLOYMENT PLAN > Command Center Plan Participants Amdocs PMO and Delivery team, Comcast project representatives. 6.1.4. Pre Deployment Activities Goal To perform all identified activities that will facilitate the successful rollout of the EPC solution to the Comcast production environment. > > > Perform Readiness Checklist items Perform Readiness Audit Deploy Communication Plan Output Environments, EPC solution, and Comcast business ready to deploy the application. Participants Amdocs Infra, Business Configuration, Project Management, and Product Management teams. Comcast Project Representatives. 6.1.5. System Deployment and handover Goal Final handover of a properly configured, fully functional EPC solution ready for live production. Proprietary and Confidential Page 18 APPENDIX A. PROPOSED EPC DEPLOYMENT WBS Microsoft Project Plan Proprietary and Confidential Page 19