Page Comparison

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1. Identify key Process Owner
   1. Provide access to a person who knows this process very well as a key contact / reviewer
   2. They need to be available for:
      1. Discussions about finer points of the process flow requirements as decisions are required
      2. Reviewing prototypes and providing suggestions
      3. Doing testing using prototypes as the configuration evolves
2. Educate us on the core business process
   1. Provide any supporting documents
      1. Examples include procedures, spreadsheets, screenshots of existing system etc
   2. We will evaluate what work is required to configure the system
3. List all the data you think is required to support the business process
   1. Examples include employees, Assets (Vehicles etc), Customers, Suppliers, Contracts, pricing, images, services sold, items sold etc.
   2. Determine where this data is held and how you will extract and clean it
   3. We will require this data 1 month prior to go live for testing purposes
4. List all the historical data you would like to bring out of existing systems
   
   1. Examples include closed sales orders, purchase orders, bookings etc.
   2. Determine where this data is held and how you will extract and clean it
   3. We will require this data 1 month prior to go live if there is a large number of these and we need to import it.  
      1. If there is a small number that can be manually typed in then ensure you have the people available at go live.
5. List all the documents (reports or printouts) required for the business process
   
   1. Provide examples of all documents - you can mark up your existing with changes or start from scratch
   2. Sketch up report layouts required - provide examples in excel with formulas if possible
6. Review configurations of the system we present for feedback as the configuration evolves
7. Enter examples into the test system configuration and test areas we ask you to test

As core areas get configured you can enter core data

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