Rapid Deployment Agenda

Our Rapid Deployment Agenda provides clients with an outline of the high-level expectations and milestones of a successful deployment. The contents of this outline are based on the more-detailed standard project plan . For a look at the potential timeline, time estimates, and agenda topics, be sure to check out the Project Kick-Off , the Core Team Demonstration , and the various Deployment Meetings . Note that many of the objectives and milestones can be executed concurrently, utilizing all available resources more effectively and efficiently, thus shortening deployment times.

Agenda Outline

Sales

Account Management

• Assess client needs and determine goals
• Meet to establish foundations of Project Charter, and to obtain necessary information for scoping and SOW
• Confirm goals, finalize SOW, and execute BAA
• Submit BAA and SOW to Accounting Internal Meetings
• Sales, Implementation, and Development to meet and discuss considerations and gaps
• Sales presents any outstanding questions to client and confirms understood goals and objectives

System Integration

• Build and sync environments
• Connectivity
• Single Sign-On (SSO)
• Interfacing
• Data Migration

Project Initiation

Setting the Pace

• Administration will sign-off and execute hand-off to Project Manager and Deployment Consultant(s).
• Incorporate the finalized Project Plan, roadmap, and timeline into the Kick-off Meeting agenda, including the expected deliverables and outline of the overall scope. Kick-off Meeting
• End-to-end system demonstration
• Vendor Governance
• General introductions - Identify stakeholders, key players, and managers, serving as representatives of the varying departments, offices, and workflows.
  • Leadership
  • Steering Committee
  • Role assignments and clarifications
    • Who does what and why
    • Communication standards – vertical/horizontal communication, file locations, information distribution channels, meeting minutes access, where to report or record issues, and ongoing list of contacts
    • Discuss collaborative tools to be used
• Intent and vision of project
  • Key success factors
• Project Plan
  • Goals and deliverables
  • Frequency of status meetings
  • Agree to the roadmap, timeline, and schedule
• Q&A

Base Configurations

• Review Sessions
• Foundational Training
• Checkpoints
  • Use these meetings to assess status, progress, and next steps.
• Reviews

Wrap-up

• Finalize
• UAT
• GoLive
• Sign-off
• Exit survey