Project Plan
Category: Other
Updated: 12 Mar 2020
Contributors
Created byCourtney Lowery
Attachments
Grouping
Implementation Project Plan
Events
Client signs sales order,
introduced to implementation teamKick-off CallOrg Structure &
Policies CallClient gains access to softwarePeriods
PM to reach out within
2 business daysClient & PM to schedule
kick-off within 2-3 weeksInitial Data Gathering
1 weekOrg Structure built in the software within
1 weekImplementation of Methodologies
Grouping
Client Manual Entry
LQ Upload and Entry
Grouping
LQ Manual Entry
Events
TEST CALL - to review reports and outputsLease Load into Shared driveReview Call - Final confirmation from client on data entryIntroduction to
customer solutionsPeriods
Client to provide Master Lease ListLeaseQuery to enter test batch
NOTE: 5 leasesLease Entry by LQLeases Reviewed and Approved by LQLQ/Client to set up shared drive
Within 1 weekGrouping
Upload Template
Events and Timeline
Events
Upload template & training material
provided to client
training & training videosClient completes template and sends backIntroduction to
customer solutionsTEST CALL - to review reports and outputsPeriods
Client to populate test data on the template
NOTE: 5-10 leasesLQ to upload template
in the software
within 1 weekLQ to perform reconcilation
NOTE: only if client provides documents prior toClient to populate final template
Comments