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Project Assignment
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/Presales
Responsible | Task | Links | |||
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| 1 | Team LeaderProject Manager | Schedule a Sales Handover Call | |||
| 2 | Project Manager | Create a Confluence page for the Project (“Project Confluence”) | |||
| 3 | Team LeaderProject Manager | Create a Folder inside the MS Teams Resources page so that the project team will have common storage of files | 3 | Team Leader | Assign the project to the PM and consultant via meeting, where TL will discuss the contract.https://staria.sharepoint.com/:f:/g/netsuite/EvIUqfSh_otJo8rQCtuxekIBitmSfHb6Nkvj6EaUIa1Chw?e=9JoDVj |
| 4 | 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
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| 5 | Consultant | Review the SOW | |||
| 6 | Project Manager | Request Star IT team to create Staria Admin (SA) and Staria Integration (SI) email. The format for
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| 7 | Project Manager | Create Invoicing page on Project Confluence |
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Kick off
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Responsible | Task | Links | |
|---|---|---|---|
| 1 | Project Manager | Conduct Kick Off
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Pre-configuration
Responsible | Task | Links | |
|---|---|---|---|
| 1 | Consultant | Once access is available, email request to Team Leader for bundle provisioning to the Client's Account ID | |
| 2 | Consultant | Update NetSuite employee record email to the Staria Admin and create Keeper credentials | |
| 3 | Ben or Product(Jhelver) | Consultant will request to Lou/Jhelver/Ben to Provision Poland bundle to Client’s Account ID | |
| 4 | Consultant | Install and Setup the Poland Localization | |
| 5 | Consultant | Conduct Unit Testing |
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Alignment
Responsible | Task | Links | |
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| 1 | Consultant | Set an alignment call with PS Team (or Customer) |
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Configuration
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Responsible | Task | Links | ||||
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| 1 | Project Manager | Remind consultant and agree on schedule | ||||
| 2 | Project Manager | Follow up on Integration Status for Testing | 3Consultant | Configure Poland
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Walkthrough
Ref | Responsible | Task | Links |
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1 | Project Manager | Remind consultant and agree on schedule | |
2 | Consultant | Schedule and conduct Walkthrough Session. Typical meeting agenda:
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UAT
For this milestone, the project team will a lot 1 week for the client to finish it.
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Integration email MUST be available and integration is working already.
Client needs to send at least 3 test invoices per subsidiary, that will be used in testing.
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Responsible | Task | Links | ||||
|---|---|---|---|---|---|---|
| 1 | Project Manager | Schedule a bi weekly/weekly project meeting with the client | ||||
| 2 | Consultant | Create UAT Template |
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| 3 | Consultant | Schedule 2 UAT meetings
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| 4 | Project Manager/ Consultant | Obtain UAT Sign off from client. Refer to the link for the template. | ||||
| 5 | Project Manager | Save UAT Sign off in Teams folder and Update Project Confluence page to attach the link to the sign off document | ||||
| 6 | Project Manager | Request Integration Setup for Production Deployment. This request should be done at least 1-2 weeks prior go live. | 7Project Manager/ Consultant | Request access to client’s production account |
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Production Deployment
The standard timeline for this is 1 week. This is to include the integration setup.
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Responsible | Task | Links | |
|---|---|---|---|
| 1 | Consultant | Create Go Live Checklist page in Confluence/wiki/spaces/SPR/pages/1231683684 | |
| 2 | Consultant | Using the Go Live Checklist, Deploy all Poland setup to Production | |
| 3 | Project Manager | Follow up/confirm if the integration is already setup into production by the partners | |
| 4 | Consultant | Notify Project Manager and Client when setup is done | |
| 5 | Project Manager | Send a Go Live Email to Client and SuiteApp Project team |
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Hypercare
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Responsible | Task | Links | |||||
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| 1 | Consultant | Schedule 2 Hypercare Meetings:
| 2 | Project Manager |
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| 2 | Consultant |
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| 3 | Project Manager | Conduct a meeting for the Support process and send an email guide for the Support process |
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| 4 | Consultant | Update Functional Document Template Confluence page |
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Project Closing
Responsible | Task | Links | |
|---|---|---|---|
| 1 | Project Manager | Schedule a meeting for the project closing |
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