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