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April 1, 2024
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Project Plan
Created by
Courtney Lowery
⟶ Updated 12 Mar 2020 ⟶
List of edits
Timelines by
Courtney Lowery
:
17 Nov 2018
0
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571
Addus / LeaseQuery Project Timeline
28 Nov 2018
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466
Acreage Holdings PMP
6 Nov 2018
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448
BrightSphere LeaseQuery Project Timeline
29 Jun 2020
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0
294
LQ LAB
17 May 2019
0
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206
LeaseQuery University
Comments
Grouping
Implementation Project Plan
Events
Client signs sales order, introduced to implementation team
Kick-off Call
Org Structure & Policies Call
Client gains access to software
Periods
PM to reach out within 2 business days
Client & PM to schedule kick-off within 2-3 weeks
Initial Data Gathering 1 week
Org Structure built in the software within 1 week
Implementation of Methodologies
Grouping
Client Manual Entry
Events
Access to training videos & Webinars
Introduction Customer Solutions
LQ Upload and Entry
Grouping
LQ Manual Entry
Events
TEST CALL - to review reports and outputs
Lease Load into Shared drive
Review Call - Final confirmation from client on data entry
Introduction to customer solutions
Periods
Client to provide Master Lease List
LeaseQuery to enter test batch NOTE: 5 leases
Lease Entry by LQ
Leases Reviewed and Approved by LQ
LQ/Client to set up shared drive Within 1 week
Grouping
Upload Template Events and Timeline
Events
Upload template & training material provided to client training & training videos
Client completes template and sends back
Introduction to customer solutions
TEST CALL - to review reports and outputs
Periods
Client to populate test data on the template NOTE: 5-10 leases
LQ to upload template in the software within 1 week
LQ to perform reconcilation NOTE: only if client provides documents prior to
Client to populate final template