...
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
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”) | |
| 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
| |
| 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
| |
| 67 | Project Manager | Create Invoicing page on Project Confluence |
...
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 |
...
Responsible | Task | Links | |
|---|---|---|---|
| 1 | Consultant | Set an alignment call with PS Team (or Customer) |
...
Configuration
...
Responsible | Task | Links | ||||
|---|---|---|---|---|---|---|
| 1 | Project Manager | Remind consultant and agree on schedule | ||||
| 2 | Project Manager | Follow up on Integration Status for Testing3 | Consultant | Configure Poland
|
|
...
Responsible | Task | Links | |
|---|---|---|---|
| 1 | Project Manager | Schedule a bi weekly/weekly project meeting with the client | |
| 2 | Consultant | Create UAT Template |
|
| 3 | Consultant | Schedule 2 UAT meetings
| |
| 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/ Consultant | Request access to client’s production account |
...