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Tigerpaw Implementation Agenda (Service)
Monday
(Process Discovery, Sales Process) |
Tuesday
(Service Processes) |
Wednesday
(Service Process Training) |
Thursday
(Implementation) |
Friday
(Implementation) |
- Tour and introduction.
- Interview upper management.
- Gain clear understanding of vision, mission, and goals.
- Review goals for service automation and timeline for day and week.
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- Review goals and timeline for day and week.
- Strategize Service processes and Tigerpaw integration.
- Walk through time and productivity management.
- Strategize time and productivity processes and Tigerpaw integration.
- Walk through Dispatch process.
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- Walk through new service processes.
- Define service order types and statuses.
- Service management personnel training.
- Review current service reports and Tigerpaw service reports and Dashboards.
- Review security policies and roles.
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- Set up all service Reps, tables, security. Import customers. Copy system for acceptance testing.
- Acceptance walkthrough by management.
- Acceptance walk through by Reps.
- LIVE - Implement service processes.
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- Monitor implementation.
- Processes are solidified by management. Methods are agreed upon.
- Check Tigerpaw security settings.
- Prepare client To Do list.
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- Interview service management personnel.
- Walk through current service process.
- Identify management goals for service process.
- Planning.
- Documentation.
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- Walk through current service processes.
- Clarify management goals for service process.
- Flowchart new service process.
- Prepare for service process training.
- Documentation.
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- Service rep personnel training.
- Custom reports plan, identify key daily and weekly reports.
- Custom Dashboard plan.
- Documentation.
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- LIVE continue Implementing service processes.
- LIVE - Prepare service orders, new installations, service calls (MAC), trouble reporting.
- Documentation.
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Items to be completed (if possible) prior to engagement: *
- Processes and procedures documented
- Goals and objectives defined
- Database built with customers, code tables, reps, security
- Service order processes defined
- Price book imported
- Service 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, inventory control, or billing/accounting feeds
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