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- We take the time to help you review and absorb the extensive scope of training materials, best practice guidelines and project documentation early in the project. So that we can help you then apply them to your business
Initiate
- Define Project and nominate Project Manager
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- We use both studies of your existing practices and material from Readysell’s many best practice guides to define the business requirements
- Requirements are staged, the initial implementation being immediate, but new features and improvements being planned for implementation over the months after going live.
- Review of Readysell best practice procedures and what Readysell can do fo your business beyond your current processes. We consider a extensive array of best practice guides and how they might be applied in your business including:
- Readysell best practice training guide
- Readysell best practice implementation guide
- Readysell best practice checklist - Service
- Readysell best practice checklist -Reports
- Readysell best practice checklist - Customer and other Relationships
- Readysell best practice checklist - Financials
- Readysell best practice checklist - Purchasing
- Readysell best practice checklist - Purchasing
- Readysell best practice checklist - Sales
- Readysell best practice checklist - Customers
- Readysell best practice checklist - how Readysell can help you achieve your business objectives
Defined Data Migration Strategy
- Our data migration strategy normally centres around completing the data conversion three times. An initial conversion to aid training. A second conversion of master data closer to the go live date and a final conversion on the go live weekend
- Agree on or adjust our standard Readysell Data Conversion Strategy
- Agree or adjust our list of What you get for your data conversion
Define integration Strategy
- Determine the existing integration requirements
- Determine if there are opportunities to plan for making use of Readysell’s additional integration capabilities, beyond current requirements.
- Identify gaps between Readysell’s Web Hooks/API’s and identified integration requirements
Define User Adoption Strategy
- A Readysell Training Engagement Meeting to document your training requirements down to the individual function level per user.
- Document the shared tracking processes in our shared
- Ensure we all stake holders understand Why agreeing on your training budget learning skills training expectations and self training are critical and What do I get for my training and financials budget
Finalize Project Plan
- Review and approve the data conversion, training and deployment plans
- Consolidated all the plans into a shared document Store Priorities.xlsx
Design
Define Solution Design
- Coordinate the feedback from the project engagement meeting, the training engagement meeting, the financials engagement meeting and other project discussions into a weekly step by step plan
Design Customisation
- Define any custom reports
- Define custom screen colours, custom list views and screen field customisations by user
- Determine user security settings and deploy to Readysell
Design Integrations
- Agree on the integrations to be used from Readysell and the timing of each integration
Prepare Training Plan
- Createda online document that lists the individual training program for each user, defines shared responsibilities and allows for review and training audits to ensure all training requirements are completed effectively and on time.
- Informed by the information collected during the training engagement meeting
Configure
- Configure Application
- Install Readysell client application on required workstations
- Configure your Readysell service
Develop Customization
- Develop and test any report, screen or other customisations
Develop Integrations
- Coordinate with integration partners on design, construction, testing and deployment of custom integrations
Develop Data migration mapping.
- During the initial data conversion. Map out any custom data migration mapping
- Save the conversion procedure so that it can be repeated closer to the conversion date
- Gather feedback on the conversion.
- https://readysell.atlassian.net/wiki/spaces/RSELL/pages/21659681/Data+Conversion
Develop Training Materials
- Select the training guide, user guide and you tube resources to be used in the training program
- Develop custom documentation for any new integrations or customisations
- https://readysell.atlassian.net/wiki/spaces/RSELL/pages/47546422/How+To+Run+Your+Readysell+Training+Program
- https://readysell.atlassian.net/wiki/spaces/RSELL/pages/26017869/Readysell%2BTraining%2BGuide
- https://readysell.atlassian.net/wiki/spaces/RSELL/pages/26575027/Financials+Training+Guide
Validate
Prepare Test Plan
Execute Test
- Sign off the stage 0,1,2 data and stage 2 go live decison,3,4 and 5 customer approval checklists
- https://readysell.atlassian.net/wiki/spaces/POLICY/pages/82313258/Readysell+approval+checklists
Deploy
Prepare and train users
- All training to be logged in the individual training plans setup for each user Store Priorities.xlsx
- Training audit to be performed by Readysell for every user as they complete their training program elements. Our training team will report back on any gaps or weaknesses identified in audit process. Training audit results saved to the shared store priorities checklist.
Migrate source data
- Stage 1 conversion, for training purposes
- Stage 2 conversion, for master data some time before go live
- Stage 3 conversion, on the go live weekend for volatile data and history
- https://readysell.atlassian.net/wiki/spaces/RSELL/pages/21659681/Data+Conversion
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- Using the Stage 5 best practice continuing improvement checklist and other materials. We build a roadmap to best practice which is implemented continually
- Free Readysell webinars, such as our whats new in Readysell webinars, our ongoing webinar training, mentoring webinar program and our user group sessions are used to embed a culture of continuing improvement into your relationship with Readysell
- Encourage your participating in a Readysell best practice mentoring program