Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

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

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)

  • No labels