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In general, the steps are as follows: (you may wish to print this page and use as a checklist) [ ] Complete the sales paperwork. [ ] Build implementation timeline with Project Coordinator. Due date: _________ [ ] Fill out the customer profile and return it to Summit. Due date: _________ [ ] If automation / insertion equipment is to be used, verify Summit has specs, sample files, etc.. Due date: _________ [ ] If existing data is to be imported from another system, verify Summit has specs, samples files, etc. Due date: _________ [ ] Send sample preprinted and customized forms to Summit for review. Due date: _________ [ ] Fill out user profile (who has what access to the system). Due date: _________ [ ] Verify your computer hardware meets minimum system requirements. Due date: _________ [ ] If server based multi-user system, install the database engine, clients and system modules. Due date: _________ [ ] If single-user system, install database workstation engine and system modules. Due date: _________ [ ] Fill out channel profile to define all the channels you will be using. Due date: _________ [ ] Fill out channel group profile. Due date: _________ [ ] Review system miscellaneous definitions and, add your own if necessary. Due date: _________ [ ] Review system defined sales types, and add your own if necessary. Due date: _________ [ ] Fill out system customization forms. Due date: _________ [ ] Review system defined industries, and add your own if necessary. Due date: _________ [ ] Fill out daypart forms Due date: _________ [ ] Fill out account exec form Due date: _________ [ ] Fill out agency forms Due date: _________ [ ] Fill out rep firm forms Due date: _________ [ ] Fill out advertiser forms How many? _______ Due date: _________ [ ] Gather active contracts for entry into the system. How many? _______ Due date: _________ [ ] Gather active copy for entry into the system. How many? _______ Due date: _________ [ ] Gather active programming for entry into the system. How many? _______ Due date: _________ [ ] Gather open invoice information for entry into the system. How many? _______ Due date: _________ [ ] In-house training. Due date: _________ [ ] Establish and implement backup schedule. Due date: _________ [ ] Complete data entry. Due date: _________ [ ] Stage check. Progress / status / data review.. Due date: _________ [ ] Set up automation configuration if in use. Due date: _________ [ ] Customize reports as desired. Due date: _________ [ ] Establish daily, monthly, quarterly, annual procedures. Due date: _________ [ ] Establish reporting schedules. Due date: _________ [ ] Extend active schedules. Due date: _________ [ ] Test automation interface if in use. Due date: _________ [ ] Stage check. Progress / status / data review.. Due date: _________ [ ] Go Live!. Due date: _________ [ ] Week 1 progress / status / data review.. Due date: _________ [ ] Week 2 progress / status / data review.. Due date: _________ [ ] Optional pre-billing in-house training. Due date: _________ [ ] Pre-billing progress / status / data review. Due date: _________ [ ] First billing. Due date: _________ [ ] Post-billing progress / status / data review. Due date: _________ [ ] 90 day progress / status / data review.. Due date: _________ |
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Questions or problems regarding this web site should be directed to webmaster@summitsoftware.com
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