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”) | |
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
| |
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
| |
7 | Project Manager | Create Invoicing page on Project Confluence |
Kick off
Ref | Responsible | Task | Links |
|---|---|---|---|
1 | Project Manager | Conduct Kick Off
|
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) | Provision Poland bundle to Client’s Account ID | |
| 4 | Consultant | Install and Setup the Poland Localization | |
| 5 | Consultant | Conduct Unit Testing |
Alignment
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
|
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Walkthrough
Ref | Responsible | Task | Links |
|---|---|---|---|
1 | Project Manager | Remind consultant and agree on schedule | |
2 | Consultant | Schedule and conduct Walkthrough Session. Typical meeting agenda:
|
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
| |
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. | |
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 | |
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 |
|
Hypercare
Ref | Responsible | Task | Links |
|---|---|---|---|
1 | Consultant | Schedule 2 Hypercare Meetings:
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2 | Project Manager | Conduct a meeting for the Support process and send an email guide for the Support process |
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3 | Consultant | Update Functional Document Template Confluence page |