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Project Assignment/Presales

Responsible

Task

Links

1

Project Manager

Schedule a Sales Handover Call

2

Project Manager

Create a Confluence page for the Project (“Project Confluence”)

/wiki/spaces/SPR/pages/1232076840

23

Project Manager

Create a Folder inside the MS Teams Resources page so that the project team will have common storage of files

https://staria.sharepoint.com/:f:/g/netsuite/EvIUqfSh_otJo8rQCtuxekIBitmSfHb6Nkvj6EaUIa1Chw?e=9JoDVj

34

Project Manager

Coordinate all the SOW and BRD to the NetSuite team if there is a NetSuite implementation. If it’s standalone implementation, then PM will review the SOW

  • Consultant will update billed hrs vs budget hrs throughout the project

/wiki/spaces/SPR/pages/1232306177

45

Consultant

Review the SOW

56

Project Manager

Request Star IT team to create Staria Admin (SA) and Staria Integration (SI) email. The format for

  • Admin: [company name]_admin@staria.com

67

Project Manager

Create Invoicing page on Project Confluence

/wiki/spaces/SPR/pages/1232306177

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Responsible

Task

Links

1

Consultant

Set an alignment call with PS Team (or Customer)

Poland Implementation Requirement.xlsx

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Configuration

...

Responsible

Task

Links

1

Project Manager

Remind consultant and agree on schedule

2

Project Manager

Follow up on Integration Status for Testing

3

Consultant

Configure Poland

  • Poland General Preferences - NEW Record

  • Poland Document Template - similar to E-Document Package Record

  • Poland Subsidiary Setup - formerly INFlow Preferences

  • Poland Approval Matrix

  • Refer to the pages below for the default setting:

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