Cutover and Go Live

Cutover is the execution of the switch: a sequenced plan run against the clock, with checkpoints, a command structure and a defined point beyond which there is no going back. It is a logistics exercise more than a technical one.

If you change this

It implies 6 topics across 3 modules, including Data & Analytics and Integration which you might not expect.

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Why it matters

Most cutover failures are not technical. They are a task that took three times as long, a dependency nobody sequenced, a person who was unreachable, or a decision nobody had the authority to make at 3am on a Sunday.

  • Sequence is the whole design: Data cannot load before configuration, interfaces cannot run before data, users cannot be released before validation.
  • The window is fixed: Contingency has to be in the plan, not in hope.
  • People are the constraint: A forty-hour weekend needs shifts, handovers and someone awake.

The workflow

  1. 01

    Freeze

    Changes to the legacy system stop; the cut-off is communicated and enforced.

  2. 02

    Final extract

    Data taken from source at a known point, with counts and control totals.

  3. 03

    Load and reconcile

    Data loaded to target and reconciled against those totals before proceeding.

  4. 04

    Configuration and access

    Production configuration confirmed and access provisioned from the position data.

  5. 05

    Interface enablement

    Feeds switched to the new system in dependency order.

  6. 06

    Business validation

    Scripted transactions run by the business, and signed.

  7. 07

    Release

    Users given access, legacy access removed, hypercare begins.

Set the point of no return explicitly, with a time and an owner. The worst position in a cutover is discovering a problem when rollback is no longer viable and nobody had decided that it had passed.

What you need in place

  • A minute-level plan for the critical path: Everything else can be hourly.
  • Control totals agreed before extract: Reconciliation needs a number both sides accept.
  • A command centre and a contact tree: Including escalation to someone who can decide.
  • Shift cover: Nobody makes good decisions at hour thirty.
  • Legacy access removal: Dual running by accident is how two ledgers diverge.
  • A communication plan: Users told what is unavailable, when, and what to do instead.

Questions to ask

01Critical path

What is on it, and what is the contingency?

If contingency is zero, the plan is a forecast.

02Reconciliation

What totals must agree before we proceed?

Agreed beforehand, or the argument happens at 2am.

03Point of no return

When is it, and who declares it?

It should be a scheduled decision, not a realisation.

04Authority

Who can make a call during cutover without convening anything?

Someone must, and everyone must know who.

05Legacy

When does legacy access stop?

Leaving it open guarantees transactions in the wrong system.

06Failure

What is the plan if a load fails halfway?

Restart points should be designed into the sequence.

Metrics and KPIs to track

Plan adherence

Tasks completed within their planned window.

Critical path slip

Cumulative variance against the window.

Reconciliation exceptions

Items not agreeing between source and target, and their value.

Defects at go-live

By severity, raised during the cutover window.

Time to first transaction

Release to first successful business transaction.

Alongside this

All of PMO & Programme Governance →Original article