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    • Sharon and Di to schedule in project, financial and training engagement meetings within a week

Week beginning Monday __/__/___   (Aim: Complete engagement, budgets and start training)

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  • Sharon on our support team to schedule in a training engagement meeting with you, allow 2 hours in the afternoon. See:

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    • We need to agree the project budget including all costs such as training and site visits
      • Sharon and Di to help you get the budget for training and financials agreed. It is looking like you are going to exceed the 8 hours included. Adding up planning sessions, training time. Financial assistance is separate. We will firm this up next week
      • The budget overall is currently looking as follows:
        • 2 days Readysell on site for project engagement
        • 2-6 datas Readysell on site for conversion weekend
      • Around 5 hours’ financial implementation assistance. You will need to put quite a bit of effort in to keep the financials implementation assistance down to this level
      • Around 10 hours remote training and training audit. You have 8 included hours. You will need to do a lot of self-training to keep the remote training to this level 
      • Thursday
      • Sharon on our support team to schedule in a remote training sessions with you, showing you how to move around the system and how to use the self-training materials, allow 2 hours in the afternoon
      • Friday
      • Self-training for 2-3 hours in the afternoon. Try to get used to the self-training materials and process. Test your knowledge from Thursday’s session.
      • Milestone: Before you complete the first weeks training, you must complete and sign off: Stage 1 Initial Data Conversion Customer Sign Off Checklist

Week beginning Monday __/__/____  (Aim: Complete all the training basics by allocating substantial training and self-training each afternoon)

      • Monday
        • Sharon on our support team to schedule in a remote training sessions with you, allow 1.5 hours in the afternoon. Including more on using training videos and the training guide
      • Tuesday

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      • Final conversion of master data to be completed over the proceeding weekend if not earlier
      • Web integration enabled, at least in part by Sharon
      • Data tidy up completed by this week, if not earlier:
        • Addresses
        • Contacts/emails
        • Product
        • Customers flag as archive as required
        • Products flag as archive as required
      • Parallel runs
        • Sample as specified in final week on fail save implementation methodology
        • The parrallel runs must be done and signed off before you can go live
      • Catch up training
        • Training should be complete, but additional sessions can be scheduled if required
      • Milestones: Before you can go live, you must complete and sign off, before the Friday of this week at the latest:

Go live weekend Saturday__/__/___

*  https://readysell.atlassian.net/wiki/display/RSELL/Readysell+Fail+Safe+Implementation+Methodology

 


Whats next?

  • There has to be a plan for what happens next after Readysell goes live. Installing Readysell is just the start, to get the best results for your business, we need to keep on activating new features and new practices in your business as you move towards best practice
    • If you are an Office Brands dealer, organise a whats next phone discussion with Geoff, a office brands principal who helps new dealers take on board the idea of keeping  forward towards best practice once the initital Readysell 8 conversion is complete
  • A few weeks after the system goes live, you have to start gradually implementing some of the more advanced features of
  • Readysell. So that you don't get stuck at the level you were on the first day of implementation:
  • Post implementation plan to be completed with the assistance of Geoff Kindred, Office Brands and Readysell. Including:
    • Special reports
    • Stocktake
    • Mobile picking
    • etc, etc.

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Firming up my budget to take into account training costs and on site time
  • Greg handles costs and charges. Greg needs us to agree on a training and implementation budget, at least in draft form, so that he can estimate costs and charges.
  •  Planning the Readysell on site staff over the course of the project and the training generally follows a standard procedure. We find investing in training before the conversion will help you get the most out of the system and will make the conversion as stress free as possible for you and your customers.
  •  We can’t firm up the budget until the project engagement work above is complete. But just for discussions sake, let’s say you run with one Readysell team member on site for two days over the conversion weekend. This would result in the following conversion budget:
  • 4 Readysell implementation team days on site
  • Around 5 hours’ financial implementation assistance. You will need to put quite a bit of effort in to keep the financials implementation assistance down to this level
  • Around 10 hours remote training and training audit. You have 8 included hours. You will need to do a lot of self-training to keep the remote training to this level

 


I would work out the draft budget estimate as follows:

o        Onsite training and implementation assistance:  


OnSite 

 

 

 

 

 

 

 

 

 

 

 













 

Total on site days

Engagement 

Last week before go live 

Go live weekend 

Week after go live 

 

 



Engagement visit 

 

 



2 days 

0 days 

 

 

 

 

 






Main site conversion  

 



4 days  


1 days 

2 days 

1 days  

 

 

 

 

 

 

 

 

 

 

 

 














  •  A Readysell team member on site on site for 4 days on the go live weekend. Perhaps from Friday __/__/____ to Monday __/__/__, depending on the agreed go live date
  •     Remote training 
    • Remote training is charged on a time and materials basis. Expect something like 10 hours 
    • You may have a credit for 8 included remote training hours based on Readysell’s special deal for Office Brands dealers 
    • Be aware this is a bit light on remote training hours. Your team will need to rely on a lot of self-training and pick up the training audit feedback quickly to keep to this budget.
  •  Financials implementation assistance 
    •  Financials implementation assistance is charged on a time and materials basis and normally involves a few hours before go live and can involve days after go live. 
    •  Financials assistance is normally provided remotely 
    •  Expect something like 5 hour in total 
    •  Be aware this is a bit light on financial assistance hours. Your team will need to pick up the financials quickly and put in quite a bit of their own time to keep to this budget.
  •  Ongoing training 
    • You should budget for some 8 hours training per year to help keep your site up to speed with the latest Readysell developments. 
    • Post implementation work, bringing new features on line will require training on a ongoing basis, every now and again, for many months after Readysell goes live

 

 

 

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