JDI - Phase 2 Estimated Timeline

Vendor Activities

Vendor RFP & Evaluations

December 1, 2015 - Approx. March 4, 2016

Vendor reviews (4 Vendors): prep with vendors, materials review, on-site demos, follow-up information sessions.

Vendor Contract Negotiation

Approx. February 25, 2016 - Approx. April 29, 2016

CRM
Matter Management
- Time line is dependent on the vendor contract term negotiation

Law Department Activities

Law Department Planning

March 1, 2016 - Approx. March 18, 2016

JDI IT, Law Department, and Vendor (if decided) project foundation planning (timelines, targets, deliverables). Scoping discussion re: existing data sources (keep, migrate, sunset) to determine timeframe.

Legal workflows, Metadata

March 21, 2016 - May 27, 2016

JDI Law Department basic workflow mapping.
(Files, Matters, Department Processes, IP, Contracts, Corporate Records)

Change Management & Adoption

May 1, 2016 - November 30, 2016
  • Develop Change Management and Adoption Program (policy documentation).
  • Support Systems Change Management plan components for data mitigation, migration, database consolidation.
  • Adoption plan execution & user training support with vendor.

System Requirements/Configuration & Implementation Support

Approx. May 9, 2016 - Approx. September 30, 2016
  • System security configuration requirements.
  • Develop JDI business requirements mapped to system configuration requirements set out by vendor. Including UI options (screen configuration, menu options, default actions).
  • JDI IT and Vendor support for systems integration & migration planning (field standardization & mapping)
  • Support full solution pilot planning, & roll out adoption planning
  • Project Pilot Support
  • Production readiness validation and sign-off with JDI team & vendor
  • Full solution roll out

Corporate Records Management - Solution Implementation

Design & Infrastructure Build

May 1, 2016 - Approx. June 30, 2016

Start date and duration reflects the high demand on JDI Architects. Allowances for existing project commitments, and to ensure comprehensive infrastructure design.

System Configuration & Testing

Approx. Jul 1, 2016 - Approx. September 30, 2016

Evaluate, Scan, Load Corporate Data

August 1, 2016 - Approx. October 14, 2016

User Training

Oct 1, 2016 - Approx. October 31, 2016

Contract Management - Solution Implementation

Design & Infrastructure Build

May 1, 2016 - Approx. June 30, 2016

Start date and duration reflects the high demand on JDI Architects. Allowances for existing project commitments, and to ensure comprehensive infrastructure design.

System Configuration & Testing

Approx. Jul 1, 2016 - Approx. September 30, 2016

User Training

Oct 1, 2016 - Approx. October 31, 2016

Matter Management - Solution Implementation

Requirements

May 16, 2016 - Approx. June 20, 2016
  • System security configuration requirements.
  • System business & technical requirements. Infrastructure integration, & UI options (screen configuration, menu options, default actions).

Design & Infrastructure Build

June 1, 2016 - Approx. August 31, 2016

Start date and duration reflects the high demand on JDI Architects. Allowances for existing project commitments, and to ensure comprehensive infrastructure design.

System Build & Configuration

August 1, 2016 - Approx. October 31, 2016

Examples: Model Office build, User Acceptance Testing, Production system readiness, roll-out activities & training.

User Training

Approx. Nov 1, 2016 - Approx. November 30, 2016