Onboarding training webinar 2 Understanding the project planning documentation and the planning process
Aim:
To explain the project structure and the documentation that exists to help you plan your project
Preperation
If you have Readysell Lite You should have logged onto your Readysell lite system using a link like this :
If you are using Full Readysell that is hosted on your server. You should have at least logged into Readysell using the user and password we would have provided for you.
You should have competed a few complete run through, following the instructions on the full Readysell or Readysell Lite quick start guide:
- Readysell Lite training quick start guide for Readysell Lite sites or
- Readysell training quick start guide for Full Readysell sites
You should have accessed your planning document. It should be in a link like this and should be just for your site:
Readysell Lite sites should have watched the video for webinar session 1 :
Content:
Full Readysell sites need to:
- All sites need to think about a tentative target go live date. Just pop up a Calendar and think about a weekend that might suit. Readysell will not sign off on the go live date until the last week before go live. By then all the required checklists have to be complete.
- You need to organize a one hour session with Shannon on our IT Team to setup and test your automatic printing basics, Full Readysell sites need to test automated warehousing automatic printing, see Planning your automated printing setup
- organize a one hour session to be shown how to use the mobile app in your business, see Introducing customer to the Readysell Mobile App
- decide if you are going to have your product data automatically updated every day or manage the import the first few times until you are happy with the result, see Getting started with automatic product price updates
- Complete the first data review checklist and send a copy back to Readysell before you get to far into training. See: Stage 0 Readysell project planning checklist
- Start thinking about staffing for the conversion weekend. See: Readysell Implementation Methodology
- Review the various checklists you need to complete and plan when you might get them completed: Readysell approval checklists
Readysell Lite sites need to:
- All sites need to think about a tentative target go live date. Just pop up a Calendar and think about a weekend that might suit. You have to convert on a weekend. As this give you time to test and prepare before your system goes live.
- Readysell will not sign off on the go live date until the last week before go live. By then all the required checklists have to be reviewed. Lite sites just need to email us and confirm you have reviewed and are aware of the checklists.
- On the conversion weekend, a task needs to be run for you that clears all your test data from your Readysell Lite system. Once that task is complete, enter a few live transactions that you held onto from Friday.
- You need to organize a one hour session with who ever is training you on Readysell Lite to setup and test your automatic printing basics.
- Think about how you are going to check your imported data and get your training completed. Then agree a plan of action and a tentative go live date with Readysell
- You may wish to use Readysell Lite's financials. If you are still going to use your old financials package. You need to think about how you are going to extract data from Readysell for financials, if you are still using a separate financials package you need to read Procedure for running financials from a separate software package.
- You need to plan how you are going to transition your debtors and creditors to Readysell lite. There is little work to do, this is mainly planning and staff training. See: Transitioning debtors and creditors to Readysell Lite .
Additional Reading
Readysell Policies and Practices
Quick Reference Guide for Readysell sites.
Readysell Lite sites use the Readysell Lite User Guide instead
Readysell Training Guide for Readysell sites only.
You must watch the project planning video below before attending the session. You may be asked to attend a later session if you have not watched the video
What's Next?
Write up a few notes you your project plan and prepare to present them to the group in the next session.