From the perspective of SPECIALTY Contractors, this is the bare minimum that we found critical.(NOTE: I attached a sample of a scope matrix for a medium sized specialist)
Thanks Dawn! That is a great list.Process testing is an important part of an implementation. I've found it also very often gets put on the back shelf as people are struggling through their everyday worklife and their added responsibilities with the switchover. Have you found effective ways to learn a new system other than just gritting your teeth and diving in? Any tips for those switching?
I am an advocate for "grit the teeth and dive in"There are so many nuances to just getting an AP Invoice entered, approved, posted and paid. I think the only way to really ensure that the user is ready and that configuration is complete is to parallel the processes.I always suggest that they develop process workflows of their "As Is" process before having their first onsite. The Lead person of that Dept has a meeting with all the end users and they document how they do their process. 9 times out of 10 they are not all doing things the same way. This allows them to get on the same page prior to having a Consultant onsite. Then when I get there, I can work with the Lead to create the "To Be" process and eventually role that back out to the end user for process testing. I am also a big advocate for Accounting and Operations doing a joint Process Training event. There is almost always a gap between Office and Field in every implementation I do, so I try to get small groups together to actually see how the data flows in the system which hopefully helps them understand each other's piece of the puzzle.
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