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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)

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)ON-SITE

  11. Go liveON-SITE

  12. Support

  13. Final review

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