This article outlines the five phases of Select Agenda and Meeting Management solution implementation projects. It provides a general description of the actions expected of you to prepare your solution for launch. Some items and tasks may not apply, depending on your implementation package.
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Phase One – Introduction
During this phase, we will discuss the first steps and spend time gathering information to configure the site and build your process.
Phase Two – Configuration
In Phase Two, we will complete the first look and provide access to your site. We will also collect testing feedback and make configuration changes.
Phase Three – Initial Review
During Phase Three, all remaining templates and changes will be made to your environment, and all configurations will be finalized and confirmed.
Phase Four – Training & Trial
Phase Four will include Administrator and End User training. These will be virtual training(s) that can be recorded for future use.
Phase Five – Launch
Once the main implementation is complete and there is some data in the system, we will do a final review to ensure everything is configured correctly.
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