Overview
Readysell will not track progress of your project week by week. Readysell will just check you have completed and signed off on each of the conversion checklists. While Readysell will not set a go live date until the stage 1 and stage 2 checklists are signed off.
You still should have your own week by week plan for the project with a target conversion date in mind. Overwise your project can drift without the focus you get by targeting a date. The target date is just for your purposes, generally it does not matter if you are not ready by the specified date, but having a target will help you keep pushing time into self training and other tasks you need to perform.
Starting work on the project plan
The first thing we need to do is read, review and agree to all the points on the aims and budgeted ours on the stage 0 checklist. You need a plan of action first before you can start allocating your time. Then work out when you want to action each of the items on the stage 0 checklist.
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- We will setup a Readysell system for you, ensure Readysell can be accessed from a number of your computers and convert data from your existing system into the Readysell system
- One of our support team members will help you check the imported data before we start training
- Di on our support team will contact you about scheduling in a Financials engagement meeting
- Sharon on our training team will contact you about scheduling in a Project engagement meeting and a training engagement meeting
- Agree on a Readysell site visit early in the project to help kick start your training and preperation
- Agree on Readysell site visit on the conversion weekend and all other elements of the conversion budget
- If you are an Office Brands dealer, organise a onboarding phone discussion with Geoff, a office brands principal who helps new dealers prepare to get the best from the conversion from a dealer perspective
- Complete the stage 0 planning checklist. See:Stage 0 Readysell project planning checklist
Example project plan
You might want to make your own detailed project plan, something like the following:
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