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What are
Artifacts?
Artifacts are any documents,
spreadsheets, files, artwork, etc that are in used in the set-up
of the Benefits-Selection system. Some of the primary project
artifacts include the following:
Case Profile
The
Case Profile identifies all relevant project information and
deliverables. It must have measurable components to identify
what has been delivered and where we are in the project
timeline.
The Case Profile
includes all information to manage the project and is maintained
throughout the project to keep it updated as changes or edits
are made.
Implementation Timeline
An Implementation
Timeline will be produced which identifies all project phases
and the tasks to be accomplished within each phase. The employer
should use the timeline as a guide to determine how much you or
your team will need to devote to reviewing materials, testing,
checking calculations, etc during the implementation process.
Employer Workbook
The
Employer Workbook is usually completed by the employer or the
employer’s benefit consultant and is used as the basis to
develop the Benefits Definition Document. The Workbook is a
detailed questionnaire which requests information about all of
the benefit plans to be loaded onto the system. It is important
to complete the Workbook in its entirety.
Benefits Definition Document (BDD)
In order to configure the Benefits-Selection system, we must
understand the details of each clients’ benefit plans, business
rules, eligibility classifications, rates, underwriting rules,
calculations, etc.
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 A solid software implementation process incorporates
industry-proven best practices. At Selerix, our implementation
methodology follows the Rational Unified Process (RUP) in configuring
and developing the Benefits-Selection system.
Each client project is approached from two different but integrated
perspectives:
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Project Management Perspective – dealing with the financial,
strategic, timing and human interface aspects
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Technical Perspective – dealing with quality, engineering,
security and design method aspects.
Project Phases
When viewed from either perspective, the project lifecycle is organized along
four main phases. Each project phase includes specific work steps and
delivery of one or more artifacts (see sidebar at left for an explanation of
artifacts).
Inception Phase
During the inception phase, we specify the end-product vision. We review our
understanding of your business drivers and define the scope of the project.
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Artifacts - Initial Draft of Case Profile, Project Timeline, Roles &
Responsibilities Matrix
System Testing - Initial test planning
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Elaboration Phase
 During the elaboration phase, we plan the necessary
activities and the required resources. We identify project risks, create a
timeline, identify roles and responsibilities and develop a Case Profile.
Backend export files are defined and file specifications are collected. We also
produce the Benefits Definition Document which outlines all of your benefit
plans, rates, business rules, eligibility criteria and calculations.
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Artifacts – Completed Case Profile, Approved Benefits Definition
Document, Export File Specifications
System Testing - Test architectural baseline
fits with client's benefit plan design and business rules
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Construction Phase
During the construction phase we configure the Benefits-Selection system
incorporating the completed Benefits Definition Document along with importing
your employee, dependent and coverage data. The system is configured by
module as plan details become available. We start with the basic plan design
and eligibility structure, then fill in the finer details as plans are
finalized. Usually the last elements to be configured include employee
contributions for each plan. Near the end of the construction phase, Selerix
will go through a series of automated and manual testing scenarios to validate
the enrollment system.
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Artifacts – Testing Plan, QA Test Report, Internal System Testing
Complete
System Testing - Significant testing at each
build
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Transition Phase
In the transition phase, the goal is to ensure the requirements have been met
to the satisfaction of project stakeholders. This phase begins with beta
release of the enrollment system available for testing by the employer.
Other activities include site preparation, error reporting and clean-up before
“go live”. Key employees and/or enrollment representatives are trained on
the system before “go live”. The transition phase winds up after the
enrollment period is over with the delivery of approved export files to the
employer and insurance carriers. Final arrangements are made for ongoing
support and a post-mortem meeting to document lessons learned for future
projects.
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Artifacts - Admin User Training Curriculum, Final Enrollment Reports,
Export Signoff From Employer & Carriers, Post-Mortem Project Meeting
Complete
System Testing - Re-test fixes and regression
tests
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