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Validate Scope & Case Data

The scope of the project was agreed and defined in the Case Type Backlog before the project delivery team was engaged.  The scope was reviewed at a high level during the Kickoff meeting. We now do a more detailed review with the project delivery team to ensure everything is still valid and has not changed, before proceeding into detailing that scope.

What

Review the case type backlog in detail with the project team, testers and product owner. The format should consist of the product owner explaining each case type, why it is needed and what it aims to achieve.  For most projects, this will take no more than 2-4 hours.

Why

It is normal for the project delivery team to be a different team from the team that scoped and sold the project. In some cases, they may even be from different companies. This detailed scope review aims to bring everyone involved in the delivery of the project to a similar level of detailed understanding about what the project aims to achieve.

How

Assess each case type in turn – what it does, what interfaces it uses, what channels it will be accessed through, and who will use it (personas). Then verify the non-case functionality needed to support the case types. This is also an ideal time to reconfirm that each case type identified for MLP is necessary for the first release.

Use Integration Designer to view all the business objects, data views, object dependencies, and external systems in an application.  You can also manage your application data model and integrations as well as access a comprehensive view of all business data objects types in your application, the systems of record they are sourced from, and how they are used in the application.  Use the integration landscape feature of the Integration Designer to provide a visual, interactive map of your application's data types and their sources.  Visualize a data type's relationships and manage the data model by using the Data Visualizer on the Data Model tab of the Data Designer in App Studio. The Data Visualizer shows the relationships between the selected data type and its properties, and with the other data types in the application. By visualizing data, you can maintain and understand the effect of changes to your data virtualization. 

Follow the related content below, Data Management & Integration, for more details on the various integration and data management capabilities built into the Pega platform.

Published June 19, 2018 — Updated October 16, 2018


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