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IMPLEMENTATION MILESTONES

1. Analysis

2. Installation

3. Data migration

4. Configuration

5. Customization (if applicable)

6. Integration (if applicable)

7. User training (relevant modules, staged)

8. Go live (relevant modules, staged)

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IMPLEMENTATION PROCESS

1. Establish relationship

   1. Company Survey

2. Manage expectations

   1. Training Map

   2. Hardware & Software Requirements

3. Manage project

   1. Server & Client Installations (Includes Email Service)

   2. Crows Nest API Installation

4. Manage change

5. Discover: organization, processes, data structure

   1. Data Entry Schedule

   2. Crows Nest Excel Template

6. Migrate / populate data

   1. Crows Nest Excel Add-In

   2. Estimating data - product lines

7. Configure

   1. Sample Document Tree

   2. Example Project Flow

   3. Estimating formulas

8. Customize

   1. Custom reports

   2. Dashboards

9. Integrate

10. Train (see above)

    Status
    colour Yellow title On-site

11. Go live

    Status
    colour Yellow title On-Site

12. Support

13. Final review

1. Analysis

2. Installation

3. Data migration

4. Configuration

5. Customization (if applicable)

6. Integration (if applicable)

7. User training (relevant modules, staged)

8. Go live (relevant modules, staged)

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