. | -14 | -7 |
Essential info doc completed | Essential information document sent back to us | -14 | 0 |
Platform Creation | In preparation of our first meeting, your platform framework will be created | -14 | -7 |
Watch DataSheets and Documents 'How To' Videos | The intro videos on OneDrive will give you an understanding of how data gathering works and platform concepts | -14 | -1 |
Day 1 - Project Kick off
| Platform Planning Workshop | A live Onscreen, in platform run through of your processes and Q&A session | 1 | 1 |
Agree Phase 1 and 2 Outcomes | Together we will work to agree your key drivers to focus on in the project. Phase 1 Outcomes will be achievable in 6 weeks, and we will then move onto Phase 2. | 1 | 1 |
Platform Access for Administrators | Access to the platform for your administrators | 1 | 1 |
Website HTML Plugin Code Provided * | If you need website integration, we will provide your web developers with our helpful integration document | 1 | 1 |
Registration Form and Custom Fields Specification created | We work with you do decide exactly what fields you will require in your registration form, and any custom fields you may need. | 1 | 14 |
Day 14 - Data gathered and provided
| Payment Gateway applied for * | If applicable, you will need to apply for the relevant payment gateway | 1 | 14 |
Integration work begun * | If applicable, our development team will begin working on your custom developments | 1 | 14 |
Data gathered and provided | Your completed data gathering sheets are sent to us so we can build this into your platform | 1 | 14 |
Day 28 - Platform Build and Training Complete
| SMTP Relay/ SPF Record set up | Your IT Team will have assisted in getting your email optimisation set up | 1 | 14 |
Website integration begun | Your web developers have started the process of configuring the web integration | 1 | 15 |
Data Review | We will sense check the data you've supplied and raise any data issues with you | 15 | 16 |
PlatformBuild | We will configure your platform and bring through the data you have supplied | 16 | 18 |
Registration Form and Custom Fields Specification signed off and logged | Your custom registration form technical specification details will be agreed with you and submitted to our development team | 15 | 28 |
Live to Training Environment | Once the live platform has been built, we will copy this onto your training environment so you can test the most up to date data | 19 | 19 |
Training/ Consultation | Your platform training is completed with your CSM | 20 | 28 |
Day 42 - Phase One Outcome Sign off
| User Acceptance Testing | You will have been through and practised your processes with the automated communications | 18 | 42 |
Phase 1 Outcomes Complete | We are able to show you the Outcomes that were agreed within the Platform Planning Session are now in place | 29 | 42 |
Payment Gateway set up and tested | We have input the payment gateway details and successfully tested a payment through the platform. | 30 | 42 |
Any changes to configuration agreed | Any changes to configuration within the platform are agreed | 33 | 42 |
Phase 1 Outcomes Complete Meeting | Together we have a meeting to discuss the Outcomes that are in place within the first 6 weeks of the project. | 42 | 42 |
Day 60 - Live platform Ready
| Agreed configuration changes are made | Any configuration changes agreed have been made | 43 | 53 |
Work on Phase 2 Outcomes | We look at the Phase 2 Outcomes previously agreed | 43 | 60 |
Top up Data Gathered (Course Dates)* | If needed, you'll supply any new course dates to be created in your live platform ready for launch | 55 | 60 |
Day 80 - Project Closure
| Web integration work | Web Integration work being carried out by your web team | 1 | 80 |
Phase 2 Outcomes Complete | We will have completed any Phase 2 Outcomes that we agreed on | 43 | 75 |
Top up Data Built (Course Dates)* | A final data import of any newly created course dates | 63 | 65 |
Project Closure and handover | Together we will have a meeting closing the implementation and handing over to your customer success manager, highlighting the next steps and areas of your business we can optimise next | 80 | 80 |