Mdg Migration Sequence Playbook V0 1

{
  "id": "mdg_migration_sequence_playbook_v0_1",
  "type": "sequence_playbook",
  "focus": "Migration / Cutover for MDG programs",
  "goal": "Move from legacy to MDG+S/4 with controlled risk, zero silent drift, and measurable stabilization in Day-2.",
  "version": "0.1",
  "phases": [
    {
      "phase_id": "ph_0_scope_and_truth",
      "name": "Phase 0 — Scope & Truth (before any load design)",
      "primary_patterns": [
        "pat_system_of_record_boundary",
        "pat_attribute_group_tiering",
        "pat_reference_data_alignment"
      ],
      "decisions_to_make": [
        "Define System of Record per attribute group",
        "Tier attribute groups (Tier1/2/3) and map to control strength",
        "Freeze initial Reference Data scope and ownership"
      ],
      "required_artifacts": [
        "systems_registry.json",
        "interfaces_registry.json",
        "attribute_groups.json (Tier1 first)",
        "data_contracts.json",
        "glossary_core.json"
      ],
      "exit_criteria": [
        "Tier1 attribute groups have owner + backup (>=95% coverage)",
        "System of Record decisions documented for Tier1 groups",
        "Top reference value sets identified with owners"
      ],
      "gating_metrics": [
        {
          "metric_id": "ownership_coverage_tier1",
          "target": ">=95%",
          "why_gate": "Migration without ownership becomes endless firefighting."
        }
      ]
    },
    {
      "phase_id": "ph_1_migration_design",
      "name": "Phase 1 — Migration Design (load strategy & controls)",
      "primary_patterns": [
        "pat_cutover_load_with_verification",
        "pat_delta_vs_full_load_strategy",
        "pat_mass_change_risk_controls"
      ],
      "decisions_to_make": [
        "Choose entity-level load strategy (initial full + reconciled delta)",
        "Define verification gates per Tier1 attribute group",
        "Define mass change governance (dry run, sampling, rollback, sign-off)"
      ],
      "required_artifacts": [
        "bulk_change_plan_template.json",
        "verification_checklists_per_attribute_group.json",
        "reconciliation_plan.json (what compare, how often, who owns)",
        "rule_proposal_template.json (for migration-time rules)"
      ],
      "exit_criteria": [
        "For each Tier1 group: verification checklist exists",
        "Reconciliation checkpoints defined (source vs MDG vs S/4)",
        "Rollback/containment strategy defined for bulk load failures"
      ],
      "gating_metrics": [
        {
          "metric_id": "verification_mismatch_rate",
          "target": "<=2% in dry-run sampling",
          "why_gate": "If sampling mismatch is high, go-live will explode."
        }
      ]
    },
    {
      "phase_id": "ph_2_data_preparation",
      "name": "Phase 2 — Data Preparation (cleansing, mapping, reference readiness)",
      "primary_patterns": [
        "pat_reference_data_alignment",
        "pat_cutover_load_with_verification"
      ],
      "decisions_to_make": [
        "Define canonical mapping rules (value mapping, transformations, defaults)",
        "Decide what to cleanse vs what to exception",
        "Freeze reference data and validate LoV alignment"
      ],
      "required_artifacts": [
        "value_mapping_catalog.json",
        "cleansing_rules_catalog.json",
        "exception_request_template.json",
        "reference_data_alignment_report.json"
      ],
      "exit_criteria": [
        "LoV alignment validated for target go-live scope",
        "Cleansing backlog burn-down is on track",
        "Exception policy for migration is defined (expiry + follow-up)"
      ],
      "gating_metrics": [
        {
          "metric_id": "customizing_mismatch_rate",
          "target": "near-zero for in-scope value sets",
          "why_gate": "Misaligned codes create replication failures and business blocks."
        }
      ]
    },
    {
      "phase_id": "ph_3_dry_run",
      "name": "Phase 3 — Dry Run (prove the end-to-end flow)",
      "primary_patterns": [
        "pat_cutover_load_with_verification",
        "pat_replication_error_taxonomy_runbooks",
        "pat_delta_vs_full_load_strategy"
      ],
      "decisions_to_make": [
        "Confirm end-to-end replication behavior and monitoring",
        "Classify top failures by category and assign owners",
        "Tune rules: move non-critical blocking to warning for cutover window (if needed)"
      ],
      "required_artifacts": [
        "replication_error_taxonomy.json",
        "runbooks/*.json",
        "monitoring_locations_catalog.json",
        "dry_run_results_report.json"
      ],
      "exit_criteria": [
        "Top replication failure categories have runbooks + owners",
        "Mean time to recover is acceptable for dry-run volume",
        "No silent fixes policy enforced in dry-run"
      ],
      "gating_metrics": [
        {
          "metric_id": "mean_time_to_recover",
          "target": "within agreed SLA",
          "why_gate": "If MTTR is high, go-live will pile up backlogs and manual fixes."
        },
        {
          "metric_id": "replication_error_rate_by_category",
          "target": "stable and explainable; top causes addressed",
          "why_gate": "Uncontrolled semantic errors will repeat after go-live."
        }
      ]
    },
    {
      "phase_id": "ph_4_cutover_execution",
      "name": "Phase 4 — Cutover Execution (controlled loading window)",
      "primary_patterns": [
        "pat_mass_change_risk_controls",
        "pat_cutover_load_with_verification"
      ],
      "decisions_to_make": [
        "Execute staged loads with verification gates",
        "Handle exceptions strictly time-bound",
        "Escalate immediately on drift signals (no heroism)"
      ],
      "required_artifacts": [
        "cutover_runbook.json",
        "cutover_command_center_roles.json",
        "cutover_metrics_dashboard_spec.json",
        "exception_register.json"
      ],
      "exit_criteria": [
        "Cutover loads executed with signed verification",
        "Exception register has expiry for all exceptions",
        "Replication queues stable (no uncontrolled backlog aging)"
      ],
      "gating_metrics": [
        {
          "metric_id": "backlog_aging_over_sla",
          "target": "<10% over SLA during cutover",
          "why_gate": "Aging backlog during cutover is a leading signal of day-1 failure."
        }
      ]
    },
    {
      "phase_id": "ph_5_day2_stabilization",
      "name": "Phase 5 — Day-2 Stabilization (stop drift, learn, harden)",
      "primary_patterns": [
        "pat_change_request_funnel",
        "pat_rule_lifecycle_kill_simplify",
        "pat_governance_release_management",
        "pat_replication_error_taxonomy_runbooks"
      ],
      "decisions_to_make": [
        "Establish Run + Improve cadence (weekly governance ops + backlog)",
        "Kill/simplify top pain rules and fix enforcement points",
        "Lock 'no silent fixes' and track bypass",
        "Transition temporary migration exceptions to closure or permanent design"
      ],
      "required_artifacts": [
        "weekly_ops_agenda_template.json",
        "rule_lifecycle_backlog.json",
        "post_incident_checklist.json",
        "release_notes_template.json"
      ],
      "exit_criteria": [
        "Bypass is trending down (<=5%)",
        "Repeat exceptions trending down",
        "Manual post-replication fixes approaching zero",
        "Tier 1 governance stable (ownership + cycle times)"
      ],
      "gating_metrics": [
        {
          "metric_id": "bypass_rate",
          "target": "<=5% and trending down",
          "why_gate": "Bypass indicates governance rejection by reality."
        },
        {
          "metric_id": "exception_repeat_rate",
          "target": "<=20% and trending down",
          "why_gate": "Repeating exceptions prove rules or process are wrong."
        },
        {
          "metric_id": "manual_post_replication_fix_rate",
          "target": "near-zero",
          "why_gate": "Silent fixes destroy system-of-record integrity."
        }
      ]
    }
  ],
  "meta": {
    "anti_patterns": [
      "Start cutover before ownership and SoR are defined",
      "Treat technical job success as business success",
      "Allow dual maintenance without expiry and reconciliation",
      "Ignore reference data alignment (LoV) until failures happen",
      "Deploy new blocking rules silently during cutover window"
    ],
    "ai_reasoning_hooks": [
      "Each phase maps to a set of Decision Blocks; AI can recommend next actions when gates fail.",
      "Metrics breaches during cutover select playbooks and produce containment actions.",
      "RAG corpus should include: runbooks, contracts, value mappings, and exception register."
    ],
    "schema": "dkharlanau.dataset.byte",
    "schema_version": "1.1",
    "dataset": "DAMA",
    "source_project": "cv-ai",
    "source_path": "DAMA/mdg_migration_sequence_playbook_v0_1.json",
    "generated_at_utc": "2026-02-03T14:33:32+00:00",
    "creator": {
      "name": "Dzmitryi Kharlanau",
      "role": "SAP Lead",
      "website": "https://dkharlanau.github.io",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "attribution": {
      "attribution_required": true,
      "preferred_citation": "Dzmitryi Kharlanau (SAP Lead). Dataset bytes: https://dkharlanau.github.io"
    },
    "license": {
      "name": "",
      "spdx": "",
      "url": ""
    },
    "links": {
      "website": "https://dkharlanau.github.io",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "contact": {
      "preferred": "linkedin",
      "linkedin": "https://www.linkedin.com/in/dkharlanau"
    },
    "canonical_url": "https://dkharlanau.github.io/datasets/DAMA/mdg_migration_sequence_playbook_v0_1.json",
    "created_at_utc": "2026-02-03T14:33:32+00:00",
    "updated_at_utc": "2026-02-03T15:29:02+00:00",
    "provenance": {
      "source_type": "chat_export_extraction",
      "note": "Extracted and curated by Dzmitryi Kharlanau; enriched for attribution and crawler indexing."
    },
    "title_inferred": true,
    "entity_type": "mdg_byte",
    "entity_subtype": "version:0.1",
    "summary": "Mdg Migration Sequence Playbook V0 1"
  },
  "title": "Mdg Migration Sequence Playbook V0 1"
}