Overview
Background
Worktribe, the company responsible for producing the University’s pre-award/post-award research administration management system, releases 2 major versions of the application per year.
There is a requirement to keep within touching distance of the latest version in order that the University is able to take advantage of functionality which relates to key University business processes, e.g. leveraging performance and functional improvements, legislative changes, and increasing demand from research funders and our own researchers.
It is envisaged that the University will never be any more than one major release behind Worktribe’s schedule.
Scope
The scope of this project is to upgrade the University’s installation of Worktribe to v 2022.7 and v 2023.1 ensuring that it continues to operate as expected including:
- P&M (People & Money) to re-align the environments after their own testing, putting the data back to the way it was
- Upgrading all three environments (DEV, TEST and LIVE) to version 2022.7 and 2023.1 of Worktribe
- Testing of processes adopted by the University
- Testing of the Interfaces presenting data to Worktribe from P&M, HR, and IDM
- Testing of the outgoing interfaces between P&M and Worktribe
- Testing of the external reporting solution (and the Worktribe BI Extract)
- Testing of additional and/or enhanced functionality to the system
- Upgrading WIKI pages and/or User Guidance
For awareness, it is also important to note that the supplier completes auto patching on a fortnightly basis.
Out of scope
- To analyse and document reporting solutions
Objectives and Deliverables
The deliverables are prioritised using the MoSCoW prioritisation method:
M=Must Have; S=Should Have; C=Could Have; W=Want
- (M= has to be satisfied for the final solution to be acceptable in terms of delivery dates, compliance, viability etc.
- S= high-priority requirement that should be included if possible -workarounds may be available
- C= a nice-to-have requirement
- W= want but will not be part of this project)
|
No |
Description |
MoSCoW |
Owner |
|
O1 |
To apply the Worktribe v2022.7 upgrade to all necessary environments (DEV, TEST and LIVE) |
|
|
|
D1 |
Upgrades of Worktribe to v2022.7 in DEV, TEST and LIVE environments at the University of Edinburgh |
Must |
Worktribe |
|
O2 |
To fully test the version upgrade and how it is applied across our environments |
|
|
|
D2 |
Full tests of business processes adopted by the University on Worktribe application |
Must |
Project team |
|
D3 |
Testing of the interfaces presenting data to Worktribe from P&M, HR, and IDM |
Must |
Project team |
|
D4 |
Testing of the outgoing interfaces between P&M and Worktribe |
Must |
Project team |
|
D5 |
Tests of the external reporting solution (and the Worktribe BI Extract) |
Must |
Project team |
|
D6 |
Testing of additional and/or enhanced functionality to the system |
Must |
Project team |
|
O3 |
To update any relevant user support pages in our Wiki and related guidance documentation |
|
|
|
D7 |
Updated versions of support materials |
Must |
Project team |
|
O4 |
To apply the Worktribe v2023.1 upgrade to all necessary environments (DEV, TEST and LIVE) |
|
|
|
D1 |
Upgrades of Worktribe to v2023.1 in DEV, TEST and LIVE environments at the University of Edinburgh |
Must |
Worktribe |
|
O5 |
To fully test the version upgrade and how it is applied across our environments |
|
|
|
D2 |
Full tests of business processes adopted by the University on Worktribe application |
Must |
Project team |
|
D3 |
Testing of the interfaces presenting data to Worktribe from P&M, HR, and IDM |
Must |
Project team |
|
D4 |
Testing of the outgoing interfaces between P&M and Worktribe |
Must |
Project team |
|
D5 |
Tests of the external reporting solution (and the Worktribe BI Extract) |
Must |
Project team |
|
D6 |
Testing of additional and/or enhanced functionality to the system |
Must |
Project team |
|
O6 |
To update any relevant user support pages in our Wiki and related guidance documentation |
|
|
|
D7 |
Updated versions of support materials |
Must |
Project team |
Benefits
- Worktribe is updated to the latest version, ensuring that supplier support is maintained
- The business community will benefit for the resolution of bug fixes and additional functionality provided in the latest version
Success Criteria
- Bug fixes resolved by upgrading to version 2022.7 and version 2023.1
- The upgrade of the Worktribe application is completed successfully in line with the software road map lifecycle
Project Milestones
|
Milestone |
Due Date |
Due by |
|
Plan |
Planning Complete |
20-Oct-2022 |
|
Build |
v2022.7 DEV Upgrade |
04-Nov-2022 |
|
Integrate |
Testing (UAT) on DEV complete |
18-Nov-2022 |
|
Deliver |
Delivery v2022.7 TEST and LIVE Upgrade |
23-Nov-2022 |
|
Execute |
Suspend project |
01-Dec-2022 |
|
Execute |
Unsuspend project |
05-Jan-2023 |
|
Build |
v2023.1 DEV Upgrade |
01-Feb-2023 |
|
Integrate |
Testing (UAT) on DEV complete |
17 Feb-2023 |
|
Deliver |
Delivery v2023.1 TEST and LIVE upgrade |
23-Mar-2023 |
|
Deliver |
Deployment Sign off Review |
07-Apr-2023 |
|
Close |
Closure |
14-Apr-2023 |