Implementation

Owned by Timothy Hitchcock
Last updated: Jun 27, 2020
1 min read

IMPLEMENTATION MILESTONES

  1. Analysis

  2. Installation

  3. Data migration

  4. Configuration

  5. Customization

  6. Integration

  7. User training

  8. Go live

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. User training

  11. Go live On-Site

  12. Support

  13. Final review