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The UI Business Process and IT Modernization Guidebook

The UI Business Process and IT Modernization Guidebook and Wiki is a collection of UI IT Modernization project information from across the nation including best practices and lessons learned from single state and consortia based UI IT Modernization projects. This is a SharePoint Wiki site where state users can access the document, provide updates on any section, collaborate with other states, research key factors of success on these large IT projects and continue to grow this online encyclopedia of UI IT Modernization projects. This site is limited only to state and federal UI agency employees, go to the Members Area to access this resource.

The focus of the guidebook is to:

    • PROVIDE a snapshot overview of UI IT Modernization projects across the nation.
    • PRESENT a compilation and discussion of key UI IT Modernization projects best practices and lessons learned organized by the life cycle of these projects in both an abstract or summary view and a detailed chapter discussion with references and examples.
    • PROMOTE the leveraging of successful practices by states and consortia embarking on UI IT Modernization projects.


​Chapters of the Guidebook

Executive Summary

Executive Advocacy

Strategic Planning | Abstract


Request for Proposal, Terms and Conditions, and Statement of Work | Abstract

Appropriate Levels of Staffing

Project Management | Abstract

Selecting and Managing the Development Vendor

Requirements |Abstract

Data Conversion and Migration | Abstract

Design and Architecture Patterns | Abstract

Operational Support Models, Virtualization, and Cloud | Abstract

Development Methodologies

Detail Design and Coding | Abstract

Build and Deployment Roadmap

Knowledge Transfer |Abstract

User Training | Abstract

Change Management |Abstract

Independent Verification and Validation (IV&V) | Abstract

Consortiums | Abstract

Pre-Implementation Planning


NASWA UI Information Technology Support Center
In Partnership with USDOL
444 North Capitol Street, NW | Suite 300 Washington, DC 20001