Implementation Process
Pre-Kickoff Phase
Request DataBlend group creation
Review contract for scope, assumptions, and any timeline expectations
Confirm DataBlend group (Users/Plugins)
Schedule kickoff meeting with client; prepare kickoff materials
Kickoff Phase
Lead kickoff meeting with client
Confirm key resources (ex - business process owner, data SME, source/target system SME) and decisionmakers; identify any gaps
Confirm scope, priority of workflow, and dependencies on data availability
Schedule regular cadence for reporting project status (meeting vs email)
Configure client users in DataBlend (Admin vs Member)
It is recommended to set up the client as Member users through implementations to avoid unintended modifications being made to the configuration during implementation.
Set up credentials in DataBlend (Source System)
Set up credentials in DataBlend (Target System)
Confirm & gain access to Sandbox/UAT Environment(s), if applicable
Create project management materials, as needed (ex: project plan, status report, action item log)
Schedule initial design session with appropriate resources; request sample data and/or relevant documentation if available for review beforehandWF1: Name of Workflow (Source Name >> Target Name) (Repeat for each workflow in scope)
Workflow Design Phase
Hold discovery session(s) to discuss workflow requirements - discuss business case, goals, and desired data target outcome
Prepare documentation of field mapping from source to target, noting transformations and/or filters to be applied
Identify any additional reference data that may be required to map between source and target data
Discuss and document data scenarios that require special handling/exception mapping
Determine desired frequency of workflow executionReview final requirements for client approval
Workflow Build Phase
Configure collectors - source system
Configure collectors - target system (for comparison to existing data within queries, if needed)
Configure any additional reference tables to be stored within DataBlend or via an external source for mapping
Configure queries per mapping requirements
Configure data targets per mapping requirements
Construct workflow using configured collectors, queries, and data targets; confirm order of steps based on any applicable dependencies
Configure parameters within individual components (ex - collectors) and within overall workflow, if needed
Workflow UAT Phase
Conduct internal testing on collectors to ensure all relevant data is being collected
Conduct internal testing/sanity check on queries; discuss any additional data scenarios identified during testing to discuss handling with client
Confirm sample data to use for testing with client, and test strategy (ex: small volume then large volume; specific dates; specific notations/descriptions to use in test results to easily identify)
Process test data through DataBlend & have client review results in target system
Discuss and resolve any discrepancies with client; client approves final test results
Go-Live Phase
Review collector, query, and data target configuration for Production readiness (ex: point collectors and data targets to Production instance(s), remove test/draft labeling on results)
Perform DataBlend training with client
Configure trigger or schedule for workflow, if needed; else, client will execute ad-hoc
Configure workflow notification for DataBlend support and for client or others
Project Close-Out
Transition client to Customer Support and/or Account Managers
Complete any project close-out documentation; save configuration documentation