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1. LO2. Install pilot system

2. Preparation for Implementation of Pilot System What is implementation of a plan? Implementation  is the carrying out, execution, or practice of a  plan , a method, or any design, idea, model, specification, standard or policy for doing something. As such,  implementation  is the action that must follow any preliminary thinking in order for something to actually happen. A  pilot implementation  is an activity undertaken in the context of systems development and  implementation  to test a system in a realistic setting and thereby learn about the fit between the system and its organizational use situation and about changes necessary prior to full-scale deployment.

3. Start at the beginning:- project implementation focused on methodology. Let’s look at the major steps associated with implementation. Note that many of these activities need to be completed ahead of time. You cannot start planning for implementation while you are actually implementing. Prepare the infrastructure:-   Many solutions are implemented into a production environment that is separate and distinct from where the solution was developed and tested. This strategy includes a review of hardware, software, communications, etc. when you are ready for implementation; the production infrastructure needs to be in place .

4. Coordinate with the organizations involved in implementation. This may be as simple as communicating to your client community. However, few solutions today can be implemented without involving a number of organizations. For IT solutions, there are usually one or more operations and infrastructure groups that need to be communicated to ahead of time. Many of these groups might actually have a role in getting the solution successfully deployed . Part of the implementation work is to coordinate the work of any other groups that have a role to play. In some cases, developers simply failed to plan ahead and make sure the infrastructure groups were prepared to support the implementation.

5. As a result, the infrastructure groups were forced to drop everything to make the implementation a success. 2. Implement training.   Many solutions require users to attend training or more informal coaching sessions. This type of training could be completed in advance, but the further out the training is held, the less information will be retained when implementation rolls around . Training that takes place close to the time of implementation should be made part of the actual implementation plan.

6. 3. Install the production solution .  This is the piece everyone remembers. Your solution needs to be moved from development to test. If the solution is brand new, this might be finished in a leisurely and thoughtful manner over a period of time. If this project involves a major change to a current solution, you may have a lot less flexibility in terms of when the new solution moves to production, since the solution might need to be brought down for a period of time . You have to make sure all of your production components are implemented successfully, including new hardware, databases, and program code.

7. 4. Convert the data.   Data conversion, changing data from one format to another, needs to take place once the infrastructure and the solution are implemented. 5. Perform final verification in production .  You should have prepared to test the production solution to ensure everything is working as you expect. This may involve a combination of development and client personnel. The first check is just to make sure everything is up and appears okay. The second check is to actually push data around in the solution, to make sure that the solution is operating as it should . Depending on the type of solution being implemented, this verification step could be extensive.

8. 6 . Implement new processes and procedures.   Many IT solutions require changes to be made to business processes as well . These changes should be implemented at the same time that the actual solution is deployed. 7. Monitor the solution.   Usually the project team will spend some period of time monitoring the implemented solution. If there are problems that come up immediately after implementation, the project team should address and fix them.

9. Implementation of pilot study Pilot experiments are frequently carried out before large-scale quantitative research, in an attempt to avoid time and money being wasted on an inadequately designed project. A pilot study is usually carried out on members of the relevant population, but not on those who will form part of the final sample. This is because it may influence the later behavior of research subjects if they have already been involved in the research.

10. Cont.… A pilot experiment/study is often used to test the design of the full-scale experiment which then can be adjusted . It is a potentially valuable insight and should anything be missing in the pilot study it can be added to the full-scale (and more expensive) experiment to improve the chances of a clear outcome. During the pilot implementation, the test group users can provide valuable feedback on the system to make the eventual rollout to all users go more smoothly. Once the test group has approved the system, it can be rolled out across the organization. The testers can then help train other employees for the new system .

11. On the other hand, the test group could determine that the system is not a viable option for the organization. Fig : shows where pilot/ testing is in system development life cycle

12. Implement a system means to install it charging over to the new system Staff needs to be trained in using a new system Alternatives to pilot implementation include: Big bang/report adoption , which involves complete and simultaneous implementation of the new system across an organization. Phased adoption , which involves rolling out the new system incrementally. Parallel adoption , which involves running both old and new systems simultaneously until implementation of the new system is considered to be complete and successful.

13. The importance of pilot study/system The term 'pilot studies ' refers to mini versions of a full-scale study (also called 'feasibility' studies), as well as the specific pre-testing of a particular research instrument such as a questionnaire or interview schedule. Pilot studies are a critical element of a good study design . Conducting a pilot study does not guarantee success in the main study, but it does increase the likelihood/probability . Pilot studies fulfill a range of important functions and can provide valuable understandings for other researchers. There is a need for more discussion amongst researchers of both the process and outcomes of pilot studies .

14. Cont.… One of the advantages of conducting a pilot study is that it might give advance warning about where the main research project could fail, where research protocols may not be followed, or whether proposed methods or instruments are inappropriate or too complicated The term  pilot study  is used in two different ways in social science research. It can refer to so-called feasibility studies which are "small scale version[s], or trial run[s], done in preparation for the major study". However , a pilot study can also be the pre-testing or 'trying out' of a particular research instrument.

15. " Do not take the risk. Pilot test first ." These are important reasons for undertaking a pilot study, but there are additional reasons, for example convincing funding bodies that your research proposal for the main study is worth funding. Thus pilot studies are conducted for a range of different reasons. Reasons/ importance for conducting pilot studies Developing and testing adequacy of research instruments Assessing the feasibility of a (full-scale) study/survey Designing a research protocol

16. Cont.… Assessing whether the research protocol is realistic and workable Establishing whether the sampling frame and technique are effective Assessing the likely success of proposed recruitment approaches Identifying logistical problems which might occur using proposed methods Estimating variability in outcomes to help determining sample size Collecting preliminary data

17. Cont.… Determining what resources (finance, staff) are needed for a planned study Assessing the proposed data analysis techniques to uncover potential problems Developing a research question and research plan Training a researcher in as many elements of the research process as possible Convincing funding bodies that the research team is competent and knowledgeable Convincing funding bodies that the main study is feasible and worth funding Convincing other stakeholders that the main study is worth supporting

18. How to write a proposal for a pilot project ? Pilot programs are trial versions of a major program that are launched to a small group of users or to a specific geographic area and evaluated to determine the value of rolling/ progressing out the program nation-wide. Manufacturers use pilot programs to test consumer response to new products and pricing strategies. Developing a strong pilot program proposal is critical because the future of the full program depends on the success of the pilot. Such as : Identify the program by name and, if applicable, by number. If you are providing a proposal for goods or services , provide the client's name , address and phone number as well as the name of your company and your business address and phone number . Date the proposal.

19. Cont.… Describe the program . Explain whether this is a project introduction, an advertising trial, etc. Give details about the product or service being piloted. Explain how the proposed program differs from other programs currently being used. State/public the areas in which the program pilot will be conducted . If the program will be implemented in specific physical locations (such as all XYZ stores in Atlanta), attach a list of the location addresses. Create a project time line . Identify major / indicatorsuch as the ship date for the first store, the date on which all locations will be complete and the date on which the pilot project data collection will close.

20. Cont.… Create a project budget. Identify all costs associated with implementing and running the pilot, including the labor needed to analyze the results. Include costs associated with subcontractors and suppliers and the cost of capital for the dollars invested in the project. Explain how the project will be evaluated . State how data will be collected and analyzed. Explain what results constitute a successful program. Success may be based on soft data (such as customer approval) or on hard data (such as sales numbers) depending on the overall goal of the project. Provide a budget and return estimate for the roll-out and explain how soon it can be completed if the pilot program is successful. Action plan for implementing the pilot system: period of each action of the pilot system should be designed.

21. Securing Resource Requirements for Pilot Implementation Securing Resources Identify staff, financial and technical resources needed Develop budget to support, implement and evaluation plan Integrate the assessment plan with your organization's processes Identify existing resources Identify potential external funding resources Secure identified resources, and develop alternative resources

22. 1. Identify staff, financial and technical resources Recognize up front that planning takes money. Find examples of what other planning initiative may have included and required in funding. You have to answer the basic question: What will it take to support the planning initiative? An Assessment Budget Worksheet can help you think through the process. 2. Develop budget to support, implement and evaluate plan Develop a budget for supporting the process, identifying both people and funds. Think about developing a separate budget for assessment plan implementation and evaluation. Be realistic - do not underestimate your costs. Think through the potential budget items. Use a  budget worksheet  to list your estimates. Most budgets have the following items:

23. Integrate the assessment plan with your organization's processes Plan to integrate the plan into your organization’s planning, budgeting and programming processes. Identify common purposes, goals, and how the initiative outcomes can benefit various programs within the organization. This can enable you to negotiate allocation of existing agency staff, ensure sustainability and effective implementation of the plan within your organization. 3. Identify existing resources Investigate the uses of available resources such as grants or categorical funding. Identify and secure assistance from internal development experts (e.g. grant writers). Coordinate resources with local planning initiatives, and include them in resource proposals.

24. 4. Identify potential external funding resources Investigate availability of new state-based funding sources, such as tobacco settlement money and hospital conversion foundations. Research potential external funding sources, such as federal and state government, private foundations, hospitals, governor-funded initiatives, and other public or private sources whose purposes may be aligned with the assessment plan. Consider self-sustaining funding sources, such as forming a partnership and collecting dues from members, or creating a non-profit organization to raise and distribute funds. Approach businesses or community group for donation of services or non-financial resources.

25. 5.Secure identified resources, and develop alternative resources, if necessary You may not get every resource you apply for. You will need to identify alternative resources for some of your needs. Keep a wish list for future funding requests. 10 REQUIREMENTS FOR SECURING ENDPOINT For decades, traditional antivirus has been the de facto solution to protecting endpoints. While antivirus checks all the boxes for regulatory, governance and compliance audits, it provides organizations with minimal real security benefit. Although antivirus solutions protect nearly every endpoint and server in the world, security breaches continue to happen at alarming rates.

26. Cont.… This is largely because traditional antivirus is a signature-based security tool that focuses on detecting and responding to known threats after they have already entered a network. Experienced attackers can bypass antivirus with inexpensive, automated online tools that produce countless unique, unknown attacks. Ultimately, traditional antivirus is proving inadequate for protecting systems against security breaches.  1. Preemptively block known and unknown threats To prevent security breaches, a shift must occur from detecting and responding to incidents after the fact to preventing security breaches from occurring in the first place. Endpoints must be protected from known, unknown and zero-day threats delivered through malware and exploits whether a machine is online or offline, on-premise or off, connected to the organization’s network or not.

27. 2. No impact to user productivity An advanced endpoint security product must enable end users to conduct daily business and use mobile- and cloud-based technologies without fear of unknown cyber threats . Users should be able to focus on their responsibilities rather than worry about security patches and updates. They must be confident that they are protected from inadvertently /carelessly running malware or exploits that may compromise/ negotiation their systems.   3. Turn threat intelligence into prevention automatically Threat intelligence gained elsewhere through encounters with new and unique attacks, such as third-party intelligence service providers and public threat intelligence-sharing constructs, must enable endpoint agents to instantly prevent known malware, identify and block unknown malware, and stop both from infecting endpoints .

28. 4. Protect all applications Applications are at the core of any organization’s ability to function effectively. Unfortunately, security flaws or bugs in applications give threat actors a large attack surface that traditional antivirus fails to protect. An organization’s security infrastructure should be able to provide full protection against exploits for all applications, including third-party and proprietary applications. 5. Don’t let security get in the way of user productivity Security products should not burden such resources as RAM, CPU or disk storage. Prevention of security breaches must never jeopardize/risk user productivity. Endpoint protection, and for that matter any security, must be lightweight enough not to require significant system resources, or it will invariably degrade user experience and productivity.

29. 6. Keep legacy systems secure Organizations may not always deploy available system updates and security patches immediately, either because doing so would interfere with, diminish or eliminate critical operational capabilities, or because patches may not be available for legacy systems and software that have reached their end-of-life. A complete endpoint security solution must support unpatchable systems by preventing the exploitation of software vulnerabilities, known or unknown, and regardless of the availability or application of security patches.

30. 7. Be enterprise-ready Any security solution intended to replace antivirus should be scalable, flexible and manageable enough for deployment in an enterprise environment. Endpoint security solutions should support and integrate with the way an enterprise deploys its computing resources, scale to as many endpoints as needed, and support deployments that cover geographically dispersed environments. They must also be flexible in their ability to provide ample protection while still supporting business needs and not overly restricting the business. This flexibility is critical as the needs of one part of the organization may be entirely different from those of another. Additionally , the solution must be able to be easily managed by the same group that manages security in other parts of the organization . It must be designed with enterprise management in mind, without adding operational burden.

31. 8. Provide independent verification for industry compliance requirements Regulatory compliance often requires organizations that fall within a given jurisdiction to implement antivirus to secure their endpoints. In order to proactively protect endpoints while meeting compliance requirements, endpoint security vendors that replace existing antivirus solutions should be able to provide third-party validation to help customers achieve or maintain compliance. 9. Provide independent verification as an antivirus replacement Any security product intended to replace legacy antivirus should ideally have had its effectiveness claims reviewed and validated by an independent third-party. The availability of independent reviews offers an essential check beyond what an organization looking for an antivirus replacement is capable of conducting.

32. 10. Receive recognition from a top-tier industry analyst and/or research firm Any organization looking to move away from traditional antivirus should ensure the replacement is recognized as a key player in the endpoint security space by a respected analyst or research firm. This will ensure the solution and its vendor meet a standard set of viability requirements as an endpoint security provider.

33. Installing and Configuring Pilot System Below, please see a rough outline of a pilot project plan. Each step brings specific effort for the pilot owner to prepare, execute and follow up . Additionally to that, each step will also require calendar time that might be much more than the pure effort and influenced by availability of stakeholders, systems and duration of process steps in your organization. Feel free to adjust them according to the experience in your company.

34. Step Actions Effort estimate Calendar time 1 Determine Stakeholder 2 days 1 week 2 Prioritized needs assessment / pain points from stakeholders 3 days 2 weeks 3 Formulate decision criteria, method and timeline 3 days 2 weeks 5 Set up working group for milestone check-ins 3 days 2 weeks 6 Start technical implementation 3 days (Cloud), 5 days (Server) 1 week 9 Provide training to pilot group 1 day 1 day

35. 10 Launch pilot project 1 day 1 day Iterative Carry out regular check-ins 0.25 day 1 hour Iterative Adjust pilot system based on pilot group feedback 1 day 1 day 12 Invite external stakeholders and welcome new ideas 1 day 1 week 13 Plan production deployment 5 days 2 weeks 14 Pilot demonstration and make decision to go to production 1 day 1 week

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