Implementing Your System

• Implementation Roles and Responsibilities
• Golden Rules for Successful Implementation
• PromoServe Business Processes

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The key to any successful project is planning. In this stage we discuss and agree key aspects of the project: key individuals for delivery of the project, confirm configuration and training schedules, define tasks which must be performed and who is responsible for the completing those tasks.

To help the project planning process, we arrange a planned telephone appointment or dedicated planning day. For an average sized implementation, this meeting can be expected to take between one and two hours but for larger implementation projects, may take a day or more.

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The Implementation Process

1. Business Process Review
2. Project Planning Agendas
3. Software Installation
4. Configuration
5. Data preparation
6. Data load
7. User training
8. Data Migration
9. User Acceptance Testing
10. Going Live
11. Post Implementation Review

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Bespoke development forms

Development request form
Specification signoff form