Tigerpaw Implementation Agenda (Inventory)

Monday (Process Discovery, Inventory Process)	Tuesday (Inventory Processes)	Wednesday (Inventory Process Training)	Thursday (Implementation)	Friday (Implementation)
Tour and introduction. Interview upper management. Gain clear understanding of vision, mission, and goals. " Review goals for inventory automation and timeline for day and week.	Review goals and timeline for day and week. Strategize Inventory processes and Tigerpaw integration. Walk through time and productivity management. Strategize time and productivity processes and Tigerpaw integration. Walk through current inventory processes.	Walk through new inventory processes Define inventory order types and statuses Inventory management personnel training. Review current inventory reports and Tigerpaw inventory reports and Dashboards. Review security policies and roles.	Set up all inventory Reps, tables, security. Copy system for acceptance testing. Perform subset of physical inventory Acceptance walkthrough by management Acceptance walk through by Reps. Implement inventory processes.	Monitor implementation. Processes are solidified by management. Methods are agreed upon. Check Tigerpaw security settings. Prepare client To Do list.
Interview inventory management personnel. Walk through current inventory process. Identify management goals for inventory process. Planning. Documentation.	Walk through new inventory process. Clarify management goals for inventory process. Flowchart new inventory process. Prepare for inventory process training. Documentation.	Inventory rep personnel training. Custom reports plan, identify key daily and weekly reports. Custom Dashboard plan. Documentation.	LIVE - enter initial inventory counts, continue implementing inventory processes. LIVE - Prepare purchase orders, receipts, fill orders, create accounting files. Documentation.	Flexible time.

Items to be completed (if possible) prior to engagement: *

Processes and procedures documented
Goals and objectives defined
Database built with prospects, customers, code tables, reps, security
Inventory order processes defined
Price book imported
Inventory order, purchase order, and invoice formats created

* Note: the more effort expended before the engagement, the more time can be best used during the engagement for training and implementation support. This agenda does not include contract management, project management, or billing/accounting feeds.