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Update case-study-challenge-small-agency-legacy-application-migration…
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KevinWehmuellerUSDS authored Dec 11, 2024
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Expand Up @@ -53,9 +53,7 @@ Hearing the news, Reva quickly organizes a call with Lars and Anton to discuss t
| Reva: | That might be the fastest way, but I don’t think it’s the right way. If we just use the last SOW, our users are going to have the same old challenges. We should award a quick 8(a) contract now to perform more discovery and have them create the PWS or whatever it was Gabriella mentioned. |
| Lars: | Reev, you’ve got no idea what you’re talking about. I’ve been working on this IGCE for months and I’m not going to start from scratch now.|
| Reva: | No one is even talking about the IGCE, Lars … |
| Anton: | Okay, let’s take it down a notch. Reva, I don’t think your plan is going to get our funds obligated by the end of the year. We have enough information to make some quick changes to the SOW from last time and get it done. If we don’t get this thing started soon, we’re not going to get my system done in time.

By the way I've got a vendor I'd like you to talk with, it's someone I worked with at my last agency. I know we can't direct it to them but I want to make sure that they have a chance to compete for this. So, make it happen. |
| Anton: | Okay, let’s take it down a notch. Reva, I don’t think your plan is going to get our funds obligated by the end of the year. We have enough information to make some quick changes to the SOW from last time and get it done. If we don’t get this thing started soon, we’re not going to get my system done in time. By the way I've got a vendor I'd like you to talk with, it's someone I worked with at my last agency. I know we can't direct it to them but I want to make sure that they have a chance to compete for this. So, make it happen. |
| Lars: | Great, more work to do. Are we ever going to talk about contract type? I’m going to need at least a few weeks to draft the determination and findings that supports a cost reimbursable contract type. |

### Objective
Expand Down Expand Up @@ -146,9 +144,7 @@ Review with Reva and Lars common agile principles that should be (or should have
| Speaker | Dialogue |
| --- | --- |
| PMO Liaison: | You should also consider holding discovery sessions with public users, especially those ones that didn’t complete the interaction with application. It would be great to know why they exited the application.

Another great best practice is to design with the end in mind. This would mean talking with offices like security, privacy, accessibility to ensure that all of their requirements (ATO, 508 compliance, US web design standards, etc.) were included from the beginning. It would also help to avoid any surprises later in the process. |
| PMO Liaison: | You should also consider holding discovery sessions with public users, especially those ones that didn’t complete the interaction with application. It would be great to know why they exited the application. Another great best practice is to design with the end in mind. This would mean talking with offices like security, privacy, accessibility to ensure that all of their requirements (ATO, 508 compliance, US web design standards, etc.) were included from the beginning. It would also help to avoid any surprises later in the process. |

> [!IMPORTANT]
> What other agile best practices you could advise the team to consider regarding their overall migration?
Expand Down Expand Up @@ -195,9 +191,7 @@ Kim, the new CIO, scheduled a meeting with Gabriella to find out the status of t
| Kim: | Gabriella, thanks so much for meeting me. I know that it’s third quarter and you’re probably swamped, so I’ll get right to business. I’m worried that if our requirement for the legacy app transition isn’t awarded soon, the Administrator is going to sweep my funding and give it to mission folks, which is going to be bad for us. We’ve only got five months left in the year! |
| Gabriella: | My team has looked over the PR that was submitted and it looks like they have everything they need. The Contracting Officer should be working it now and be able to award it before the end of the year. Have they sent you the milestone schedule yet? |
| Kim: | That’s just it, when they talked earlier this week it was not good news. What I’m really wondering is if we can turn this into a sole-source to get it awarded as fast as possible. |
| Gabriella: | I don’t think we’re quite there yet. Our competition numbers aren’t doing real well this year, I’ve already signed more LSJs than I’m comfortable with.

How about this. I have an Acquisition Innovation Advocate on my team, they usually have a lot of great ideas. I’ll have them meet with you and your team as soon as possible to make sure this is on track to be awarded by end of FY. |
| Gabriella: | I don’t think we’re quite there yet. Our competition numbers aren’t doing real well this year, I’ve already signed more LSJs than I’m comfortable with. How about this. I have an Acquisition Innovation Advocate on my team, they usually have a lot of great ideas. I’ll have them meet with you and your team as soon as possible to make sure this is on track to be awarded by end of FY. |

### Objective

Expand Down Expand Up @@ -242,9 +236,7 @@ As the AIA, you setup a meeting with Helena (CO):
| AIA: | You could invite Maya to attend the oral presentations too. That way they see what’s going on. |
| Helena: | Ha! Like Maya has time for that. |
| AIA: | And remember too, if there’s a vendor out there that doesn’t agree with your approach, whether it’s a coding challenge or an oral presentation, they have to protest the solicitation, before proposals are submitted. |
| Helena: | That’s a really good point. I’m feeling a lot better about this whole coding challenge thing.

What about Nate’s concern with that new AI EO that’s coming out. |
| Helena: | That’s a really good point. I’m feeling a lot better about this whole coding challenge thing. What about Nate’s concern with that new AI EO that’s coming out. |
| AIA: | I know someone from the AIA Council who works over at the Office of Federal Procurement Policy. I’ll reach out and see what they know. But I wouldn’t worry about an EO that might or might not come down before you make an award. It might be another opportunity to use the select best suited, then negotiate approach. Before you go, let’s setup our next meeting so that it doesn’t get lost in the shuffle. How about meeting every two weeks for a quick check in? I usually meet with teams for just 15 minutes and we talk about accomplishments for the last two weeks, goals for the next two weeks, and if there are any challenges. |

At the next meeting between Helena and the AIA:
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