Implementation Methodology
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Project / Programme Management
Strategy Development
- Review Statement of Work (SOW)
- Determine Internal Shared Services Needs: Technical & Training Services
- Identify External Key Players at Client
- Define Scope of Implementation: Confirm Limits
Discovery Session
- Prepare Project Collateral: Introductions & Methodology
- Identify Migration Strategy
- Set Expectations from Interviews: Confirm Limits of Project
- Setup Project Plan: Target Level of Detail to Client
Process Mapping
- Define "As-Is" Business Process: How Business Runs Today
- Define "To-Be" Business Process: How Business Runs Tomorrow
- Perform Gap Analysis
- Submit Issues & Associate Cases
Configuration & Customization
- Configure NetERP Back Office
- Configure NetCRM Front Office
- Configure NetCommerce Web Presence
- Review Customization Needs: Fields, Forms, Records & Code
Data Migration
- Confirm Technical Services Resources
- Setup & Attend Data Discovery Session
- Client Extracts & Cleanses Data
- Technical Services Imports Clean Data: Quick, Reliable Turnaround
End User Training
- Confirm Training Services Resources
- Setup End-User Online Training
- Setup End-User Onsite Training *
- Develop Custom Training *
- * If applicable
Support Transition
- Show NetAnswers Knowledge Base
- Review Filing Support Cases: Access NetSuite Support Centre
- Discuss Creating Role Access: Standard, Custom & NSSC
- Send 'Welcome' Task to Support Manager