Overall Project Roadmap
Project Initiation
Contract Approval & Project Launch Date Agreement
Executive Project Customer Success Team Selected
Hands On Implementation Team Selected
Agreement On Project Goals
Super User Network And End User Change Management Initial Plan
Create High Level Project Plan With Estimated Dates
Review Changes To System And Business Processes
Document Existing Business Processes
Link Process Change Decisions To Overall Project Goal Agreement
Understand How Naviga Ad Software Currently Works
Identify Revised Business Process Gaps/Bottlenecks/Needs
Identify Reporting needs
Match functionality needs to Naviga Ad capabilities
Identify any reporting gaps and develop solutions
Impact of Parameters & Security In Naviga Ad
Setup of Tables/Ratecards/Forms/Dropdown Lists
Plan Custom End User Training & Documentation
Review Conversion Requirements
Define What Is Needed And What Can Be Converted
List of Data Sources
Extent of Data How Far Back, What Data?
Data Cleanup, is anything to be changed prior to import?
Setup Header files and security settings prior to data import
Discuss testing Procedures
Account Setup
Hosted hardware Setup & Software Installation
Finalize system setup decisions prior to user access
Workspace setup as needed
Perform Data Conversion (As Needed)
Import data
Retest for final import
May convert more than once depending on needs
Interfaces/Forms
Forms Design
Any external interfaces needed? (e.g. Credit Card Processing, GL, GAM)
Training
Administration Training & Procedures
Super User Training (If desired)
End User Training
Plan For Future New Hire Training & Helpdesk
Test
Have goals been met
System Functionality
Workflow Procedures
Reporting Capabilities
Training Methods
Implementation & Use
Evaluation & Changes
Implementation
Go Live (May be phased)
Ongoing Training
Administrative Procedures (End Of Month Balancing etc.)
Upgrade Path
Project Evaluation
Ongoing Process & Relationship
Last updated
Was this helpful?