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| e6080f | Melisha Dsouza | 2026-02-27 08:11:01 | 1 | # **Product Integration (PI)** |
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| 3 | _(Approval of the Product Integration indicates an understanding of the purpose and content described in this deliverable. By signing this deliverable, each individual agrees on proposed subsystems roles and business logic it is responsible for; Test Planning and Detailed design work should be initiated on this project and necessary resources should be committed as described in the Charter document.)_ |
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| 5 | **Document Revision History** |
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| 6 | ||||
| 7 | | Version | Date | Change Information | Author | Approver | |
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| 8 | | ------- | ---- | ------------------ | ------ | -------- | |
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| 9 | | V1.0 | Feb 24, 2026 | Initial Draft | Melisha Dsouza | Pooja Thorat | |
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| 10 | ||||
| 11 | ### **1. Introduction** |
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| 12 | - Integration is merging all code from all developers to one central branch of the repo many times a day trying to avoid conflicts in the code in the future. |
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| 13 | - Product integration ensures the integration and delivery of the required and demanded solution. This procedure documents and provides the steps to be taken to ensure Product integration. |
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| 14 | ||||
| 15 | ### **2. Purpose, Goals, and Objective** |
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| 16 | The purpose of Product Integration (PI) is to assemble the product from the product components, ensure that the product, as integrated, behaves properly (i.e., possesses the required functionality and quality attributes), and delivers the product with a strategy in mind for integration, the end product becomes error-prone and chances of iterations are lesser. |
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| 17 | ||||
| 18 | ### **3. Policies** |
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| 19 | Product Integration helps in integrating the product components and ensuring the behavior of the products. Product Integration is conducted using the following steps In Enovate: |
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| 20 | - **Plan for Product Integration:** the First step in Product Integration is to prepare an Integration plan or strategy. Integration Plan includes details of, |
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| 21 | * Product components to be integrated, with details of verifications to be performed. |
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| 22 | * It also includes establishing the product environment |
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| 23 | * defining integration process, strategy and steps |
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| 24 | * Details of tools required for integration (if any). |
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| 25 | * Integration Checklist |
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| 26 | - **Ensure Interface Compatibility:** Product Integration shall ensure the interface compatibility between the system’s internal interfaces. It shall also ensure compatibility with external systems. Interface requirements shall be reviewed and validated. This shall be recorded in milestone reviews. API documents should be created at this step to ensure the required responses. API docs should include all the required details of the platforms used with properly mentioned URLs and credentials. |
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| 27 | - **Assemble and Deliver the product:** In the final step, product components are assembled, verified and validated. Once verification and validation ensure the performance, suitability, or readiness of the product, the product is packaged and delivered to the client (end-user). Delivery may include a delivery audit by the QA Person (Team) and Product acceptance by the client (end-user) in the form of email or hard copy acceptance. The use shall be created for proper understanding and functioning for the product |
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| 28 | ||||
| 29 | ### **4. Product Integration** |
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| 30 | ||||
| 31 | #### **4.1. Integration Categories** |
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| 32 | Generally, Integration is categorized in two way at Enovate IT Outsourcing, |
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| 33 | - Frontend+Backend Integration |
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| 34 | - Third-Party Integration |
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| 35 | * System to System |
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| 36 | * Server to Server |
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| 37 | ||||
| 38 | #### **4.2. Integration Methodologies** |
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| 39 | ||||
| 40 | **1. API** |
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| 41 | ||||
| 42 | Application Programming Interface (API) is the most common tool for connecting different applications. There are many different types of API that are either public, partner, or private. What they all have in common is how they enable interaction between applications. An API uses a common code language to specify functionality and set protocols. This gives your applications the ability to transfer data. |
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| 43 | - **Pros:** |
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| 44 | * **Highly flexible:** Because the integration uses product code, it is flexible when it comes to specific data. The only limitation is that it is dependent on developer resources. |
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| 45 | * **App changes aren’t disruptive**: APIs are often limited in scope. So, service providers can offer more functionality without affecting other third-party systems. |
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| 46 | * **Widely available**: As stated earlier, API is the most common tool for third-party integration. So, it will be unlikely that you run into a service that won’t offer API integration options. |
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| 47 | - **Cons:** |
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| 48 | * **Dependent on the vendor**: Vendors are responsible for creating APIs. So, you are reliant on the vendor to create APIs for the specific type of information you are trying to pull. |
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| 49 | * **Code-intensive**: Because they are code-based, APIs need an understanding of programming languages to install. |
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| 50 | ||||
| 51 | **2. WEBHOOKS** |
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| 52 | ||||
| 53 | Webhooks or HTTP callbacks are an alternative to APIs. They are quite similar in that they are tools that link to a web application. But, they have two key differences. For webhooks, implementation is often not code-based. They often have modules that are programmable within a web application. Instead of being request-based, webhooks are event-based. They only trigger when specific events occur within a third-party service. |
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| 54 | ||||
| 55 | - **Pros:** |
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| 56 | * **Real-time data**: Webhooks don’t use a request-based system. They allow your team to view data on a real-time scale. |
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| 57 | * **Supports automation efforts:** Because data requests are event-based, you don’t have to set up poll timings to your data center. This can help streamline data flow and automation. |
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| 58 | - **Cons:** |
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| 59 | * **Limits data manipulation:** A webhook requires the service to trigger a data transfer based on an update. In contrast to webhooks, APIs can list, create, edit, or delete an item without triggering a transfer. |
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| 60 | ||||
| 61 | **3. ISC** |
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| 62 | ||||
| 63 | Unlike code-based integrations, an Integration Services Component (ISC) lives on a local server. The ISC creates a bridge with on-premise tools such as directories, asset management tools, and BI tools without the need for file imports. |
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| 64 | ||||
| 65 | - **Pros:** |
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| 66 | * **(Near) out-of-the-box solution:** The ISC immediately offers many data synchronization options you would likely use. |
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| 67 | * A wider range of functionality: With an ISC, you can do anything with the data you have access to. Any data that you can access on the backend with your cloud service will be available. |
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| 68 | - **Cons:** |
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| 69 | * **Knowledge of database architecture necessary:** If you are unfamiliar with how your local database is set up, implementing an ISC will be challenging. |
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| 70 | * **Requires access to the backend of your applications:** There will be many cases where backend access isn’t there for your team, so you won’t be able to use an ISC in those situations. |
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| 71 | ||||
| 72 | **4. ORCHESTRATION** |
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| 73 | ||||
| 74 | The most automated integration option is orchestrations. If you are not familiar with orchestrations, they refer to the process of automating multiple systems and services together. Teams will often use software configuration management tools such as PowerShell to build orchestrations. Software configuration management tools offer various methods such as snap-ins or hosting APIs to connect with applications to manage the automation workflow. |
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| 75 | - **Pros:** |
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| 76 | * **Full automation:** After you build out orchestrations, you can automate across all processes. |
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| 77 | * **Manages multiple systems:** With orchestrations, you can manage the integrations of multiple systems collectively. |
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| 78 | - Cons: |
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| 79 | * **Code-intensive:** You need to have coding skills to manage your software configuration management tool. |
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| 80 | * **Labour-intensive:** Because the workflows are quite complex, the setup can be a drawn-out process. Also, any asset or process changes force you to check how it will affect your orchestrations. |
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| 81 | ||||
| 82 | At enovate IT outsourcing API methodology has been widely used. Project managers need to mention in the plan what kind of integration methodology they are going to use for the project. |
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| 83 | ||||
| 84 | ### **5. Process Flow** |
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| 85 | To follow the Product Integration Process, the following steps have to be followed: |
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| 86 | - Once the project design is done, the project manager should integration the strategy plan. The manager can refer to Integration Guideline |
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| 87 | - The project manager then should initiate the Integration documents (API, Checklists) as the development grows day by day. The integration documents doc should be maintained throughout the development of the project. Integration documents doc can be updated by the team lead or lead developer as required and should be shared with all required stakeholders for development. |
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| 88 | - Developers should do unit testing before giving a module for QA testing on the staging server (Local, Internal testing Environment ) |
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| 89 | - Once the deployment is done on the staging environment, the project manager is responsible for sending a deployment mail to the testing manager and QA with the functionalities built and integration performed for testing. Integration testing should be performed as planned by the QA and defects should be raised in JIRA. On resolving the defects, QA is responsible to send it for GO to further platform or release. |
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| 90 | - The manager should make sure both Local and Production servers are the same. |
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| 91 | - Before the production deployment, the quality analyst should give the validity for the product |
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| 92 | - The project manager or team leader should have the deployment checklist as per their project and the deploying platform. The deployment checklist should always be checked before doing any deployment on any platform. |
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| 93 | - Once the product is fully developed, deployed, tested and delivered, the Project Coordinator is responsible to record the feedback or approval of the client. |
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| 94 | ||||
| 95 | ```mermaid |
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| 96 | flowchart LR |
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| 97 | A[Design Complete] |
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| 98 | A --> B[Integration Strategy Prepared by PM] |
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| 99 | B --> C[Integration Docs API and Checklists Maintained] |
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| 100 | C --> D[Development and\nUnit Testing] |
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| 101 | D --> E[Staging Deployment] |
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| 102 | E --> F[QA Integration Testing\nDefects in Jira\nFix and Retest] |
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| 103 | F --> G[GO Approval\nFor Release] |
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| 104 | G --> H[Verify Environments\nLocal equals Production] |
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| 105 | H --> I[Deployment Checklist\nValidated] |
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| 106 | I --> J[Production Deployment] |
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| 107 | J --> K[Delivery and\nClient Feedback Recorded] |
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| 108 | ``` |
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| 109 | ||||
| 110 | ### **6. Work Product** |
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| 111 | A work product may begin as an analysis made during the development of a project, creating a type of proposal for the project that a company cannot deliver until the project has received approval. Companies use work products to provide information to current stakeholders and potential investors. Types of information available in a work product might include prototypes, presentations, recorded discussions, diagrams and status reports. The organization can also use the work product as a source of information while the project progresses. |
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| 112 | ||||
| 113 | **The work product of the Enovate for Product Integration is,** |
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| 114 | ||||
| 115 | 1. **Integration Strategy Plan:** The plan to provide a strategy for the team to bind the project together. |
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| 116 | 2. **API document**: API documentation is a technical content deliverable, containing instructions about how to effectively use and integrate with an API |
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| 117 | 3. **User Manual:** A user guide, also commonly called a technical communication document or manual, is intended to give assistance to people using a particular system |
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| 118 | ||||
| 119 | ### **7. Records of Product Integration** |
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| 120 | ||||
| 121 | | Record | Where to Get? | Comment | |
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| 122 | |----------------------------|----------------------|-----------------------------------------------------------------| |
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| 123 | | Procedure Document | Process Area_PI | | |
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| 124 | | Integration Strategy Plan | Process Area_PLAN | The integration strategy plan will be included in the whole project plan. | |
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| 125 | | Work Products | Process Area_PI | | |
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| 126 | | PI Process Area Checklist | Process Area_PQA | | |
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| 127 | | PI Internal Checklist | Process Area_PI | | |
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| 128 | | Deployment Checklist | Process Area_PI | | |
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| 129 | | Test Plan | Process Area_PLAN | | |
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| 130 | | Integration Guideline | Process Area_PI | | |
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| 131 | ||||
| 132 | ### **8. Roles and Responsibilities** |
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| 133 | ||||
| 134 | | Role | Responsibilities | |
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| 135 | |------|------------------| |
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| 136 | | Project Owner | • Should be clear with the requirements | |
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| 137 | | Business Analyst / Project Coordinator | • Prepare Project Charter <br> • Communicate and resolve customer-related issues <br> • Record MOM (Minutes of Meeting) <br> • Help PM prepare Project Plan <br> • Prepare Release Plan <br> • Review Test Plan <br> • Ensure successful delivery of the project | |
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| 138 | | Quality Analyst | • Prepare Test Plan according to project needs | |
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| 139 | | Team Leader | • Understand the Project Plan <br> • Create API documentation <br> • Support developers with critical technical issues <br> • Ensure delivery within timelines as per Release Plan <br> • Record MOM <br> • Keep PM informed about required plan changes and team issues | |
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| 140 | | Project Manager | • Prepare Resource Plan (part of Detailed Project Plan) <br> • Prepare HLD (High-Level Design) <br> • Prepare Integration Strategy Plan <br> • Prepare Integration Checklist <br> • Prepare Deployment Checklist <br> • Review Design Documents (HLD, LLD, etc.) <br> • Resolve escalated issues <br> • Monitor project progress and inform PC/BA/Customer <br> • Periodically seek customer feedback <br> • Record MOM <br> • Update guidelines if required | |
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| 141 | | Developer | • Understand Project Plan and requirements <br> • Update Integration Documents <br> • Perform Development activities | |
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| 142 | | PQA | • Conduct periodic audits <br> • Prepare audit reports | |
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| 143 | ||||
| 144 | ### **9. Skills Required** |
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| 145 | ||||
| 146 | | Role | Required Skills | |
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| 147 | |------|-----------------| |
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| 148 | | Project Owner | • CMMI Process Knowledge | |
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| 149 | | Business Analyst / Project Coordinator | • CMMI Process Knowledge <br> • Communication Skills <br> • Writing Skills | |
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| 150 | | Quality Analyst | • Good Communication Skills <br> • Writing Skills <br> • Integration Testing Skills | |
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| 151 | | Project Manager / Team Leader | • Integration Strategy Skills <br> • Issue Handling Skills <br> • Management Skills | |
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| 152 | | Developer | • Development Skills <br> • Product Integration Skills | |
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| 153 | | PQA | • CMMI Level 3 Knowledge | |
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| 154 | ||||
| 155 | ### **10. Verification and Validation** |
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| 156 | ||||
| 157 | - Periodic reviews of the process and work will be done by the BA and Manager. |
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| 158 | - All managerial tasks and required information will be maintained in Jira. |
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| 159 | - PQA will be conducting audits to verifythe the process. |
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| 160 | ||||
| 161 | ### **11. Entry and Exit Criteria** |
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| 162 | ||||
| 163 | **Entry Criteria** |
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| 164 | - Project Plan |
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| 165 | - HLD |
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| 166 | - API Document |
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| 167 | - Integration strategy |
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| 168 | - Deployment checklist |
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| 169 | ||||
| 170 | **Exit Criteria** |
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| 171 | - Validation status from Quality Analyst |
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| 172 | - Client Approval |
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| 173 | - User Manuals |
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| 174 | ||||
| 175 | ### **12. Acronyms and Abbreviation** |
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| 176 | ||||
| 177 | | Acronyms | Abbreviation | |
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| 178 | |----------|-------------| |
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| 179 | | PQA | Process Quality Assurance | |
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| 180 | | QA | Quality Assurance | |
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| 181 | | BA | Business Analyst | |
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| 182 | ||||
| 183 | ### **13. Appendices** |
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| 184 | ||||
| 185 | Appendix A_[Integration Guideline](https://wiki.enovate-it.com/CMMI/Guidelines/Product%20Integration) |