Project Plan
Category: Outro
Atualizado: 12 mar 2020
Autores
Created byCourtney Lowery
Attachments
Agrupar
Implementation Project Plan
Eventos
Client signs sales order,
introduced to implementation teamKick-off CallOrg Structure &
Policies CallClient gains access to softwarePeríodos
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
Agrupar
Client Manual Entry
LQ Upload and Entry
Agrupar
LQ Manual Entry
Eventos
TEST CALL - to review reports and outputsLease Load into Shared driveReview Call - Final confirmation from client on data entryIntroduction to
customer solutionsPeríodos
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 weekAgrupar
Upload Template
Events and Timeline
Eventos
Upload template & training material
provided to client
training & training videosClient completes template and sends backIntroduction to
customer solutionsTEST CALL - to review reports and outputsPeríodos
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