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This page will serve as Implementation Playbook for Poland StariaSuccess Implementations.

Project Milestones:

Project Assignment

Ref

Responsible

Task

Links

1

Team Leader

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

/wiki/spaces/SPR/pages/1232076840

2

Team Leader

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.

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

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

/wiki/spaces/SPR/pages/1232306177

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

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

7

Project Manager

Create Invoicing page on Project Confluence

/wiki/spaces/SPR/pages/1232306177

Kick off

Ref

Responsible

Task

Links

1

Project Manager

Conduct Kick Off

  • In the meeting, the PM will request 2 access, one for the Staria Admin and Staria integration.

  • Scheduling alignment

  • Approval Matrix Confirmation

Pre-configuration

Ref

Responsible

Task

Links

1

Consultant

Request Order Form information from the client or if its available in NetSuite, fill up the forms attached

2

Project Manager

Submit Order form to OpenText or Xerox

3

Consultant

Update Project Confluence and attach the Order Form link under Document Link

4

Consultant

Once access is available, email request to Team Leader for bundle provisioning to the Client's Account ID

5

Consultant

Update NetSuite employee record email to the Staria Admin and create Keeper credentials

5

Team Leader

Provision Poland bundle to Client’s Account ID

6

Consultant

Install and Setup Poland

Poland Installation and Setup

Alignment

Ref

Responsible

Task

Links

1

Consultant

Set an alignment call with PS Team (or Customer)

Configuration

Ref

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

Walkthrough

Ref

Responsible

Task

Links

1

Project Manager

Remind consultant and agree on schedule

2

Consultant

Schedule and conduct Walkthrough Session.

Typical meeting agenda:

  • Poland Subsidiary Setup

  • Poland Approval Matrix Setup

  • Demo:

    • Sample Integration - Poland Document

    • Poland Document Conversion

    • Vendor Bill Approval

      • Partner Access, if applicable

    • Bill Rejection

    • Re-trigger Approval

    • Override Approval

UAT

For this milestone, the project team will a lot 1 week for the client to finish it.

Pre-requisites:

  • 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.

Ref

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

  • 1st meeting to explain the UAT process

  • 2nd meeting is the final meeting where a consultant will lead the actual testing itself and address any questions

4

Project Manager/ Consultant

Obtain UAT Sign off from client. Refer to the link for the template.

Poland - UAT Sign Off.docx

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.

7

Project Manager/ Consultant

Request access to client’s production account

Production Deployment

The standard timeline for this is 1 week. This is to include the integration setup.

Ref

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

  • [Template here]

Hypercare

Ref

Responsible

Task

Links

1

Consultant

Schedule 2 Hypercare Meetings:

  • 1st meeting to handhold the first conversion and approval.

  • (Preferably 2nd week of hypercare) 2nd meeting to discuss any pending issues.

2

Project Manager

Conduct a meeting for the Support process and send an email guide for the Support process

  • [Template here]

3

Consultant

Update Functional Document Template Confluence page

Version Control

Date

Owner

Changes made

Hernalyn Guijaro

  • Added Alignment phase

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