·
Develops understanding of and
defines client products and services through information gathering sessions to
determine how FIS systems must be established to meet client needs
·
Through data analysis,
product mapping and interviews, gathers forms and data files from customer and
assesses requirements for software utilization and discusses any software
customization requirements with programming team
·
Creates data maps and transaction
workflow documents showing exactly how every field of information will be
converted
·
Data mapping forms the
technical specification for the conversion and, in some cases, may generate
code
·
Shares data maps with
programmers, clients and others as appropriate to ensure successful conversion
·
Refines mapping through
validation
·
As part of the conversion
process, tests customized software against customer specific needs sharing
reports and application specific data with customers that reflect how conversion
data will be processed
·
Reviews conversion results
(reports, balancing, data load, software changes) with client to refine and
confirm requirements
·
Examines client processes,
forms and reports, determines operational needs and documents what software
will do and all related processes, forms, reports, etc. to be used after
conversion is complete
·
Carefully examines data and
reports to make sure conversion is proceeding correctly, runs test scripts with
various data to see how new or customized transactions process through the
software and verifies and validates accuracy of data through the generation of
a variety of reports
·
Coordinates and conducts
readiness review - this includes directing the customer in the preparation and
execution of test scripts to verify accuracy of data, training and procedures,
system set-up and reports
·
The readiness review process
ensures the customer training and procedures, the system, and the conversion
data are correct and ready for actual conversion
·
Customizes client software
through the use of authoring tools to meet individual customer needs modifies
screens and data fields, creates new forms, screens, product sets, tables, etc.
·
Throughout project, provides
expertise to answer questions and guide clients in the use of the system
·
Conducts train the trainer
sessions to instruct and train internal customers (employees) or external
customers on changes, new systems or new procedures
·
Acts as an on-site resource
during conversion, answers questions and troubleshoots problems as they occur
·
Supports implementation of
new procedures
·
Conducts last minute training
if necessary and provides support during conversion week
·
Reviews the conversion
results (reports, balancing of systems, balancing system conversion to
associated General Ledger accounts, errors with the customer and obtains client
sign-off
·
Coordinates and directs the
completion of post-conversion maintenance potentially including error
resolution, system or data changes and balancing adjustments.
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