Implementation Notes to help keep production running smoothly. The following notes are a hand off of the final stage. These were created with the general knowledge of the Implementation Pipeline already in place.
INSTALL NOTICE – being replaced by Hubspot
Your software is ready for install. Please follow the steps below and let me know if you have any questions or concerns.
Step 1
BOOK NEW COMPUTER INSTALL
https://astrasetup.youcanbook.me
Step 2
BOOK BASIC TRAINING
Click here to book an afternoon training time
Click here to book a morning training time
SCHEDULING CONVERSIONS – no more than 1 per week
When the park goes in for review – reach out to the customer with a PROPOSED schedule. The following is what I have found works best.
- Proposed schedule should be AQUIRING FINAL DATABASE as early as possible in the day on a Monday or Tuesday. Return on Converted DATA/PREINSTALL 2 days later – therefore Wednesday or Thursday. Training should also be booked the day of the Preinstall/Return of DATA.
- Explain they will be running manually until the conversion data is returned.
- Use Scott’s Booking Link to Schedule both (Acquire DB and PREINSTALL)
https://astrasetup.youcanbook.me
- Training should be booked for 2 or 3pm EST the day the converted data is returned. The reason is this gives DEV a little more time to review the data and pass to Scott to update the workstations and setup the Credit Card Integration.
Items to ensure Production moves forward
- DCF/MAP
- ASTRA Database (ideally created once DCF has been received)
- Read and Save Sheet
- Licenses
- CC Integration
- Next STEPS column can be used simply for reminder notes
- Scott will enter Go Live DATE once he sees this flow thru his calendar.
Items to monitor to keep implementation going….
- Reach back out to client if no DCF/MAP has been rec’d.
- Reach out to Chris is MAP has not been rec’d.
- Reach out to Client if INSTALL is not booked within a reasonable amount of time.
- Keep an eye on Scott’s availability (ie: vacation/days off) when scheduling.