Created by Rob Worthington, last modified on Feb 28, 2018. Copied from Kwantu wiki 2018-12-10. Go to start of metadata

This page aims to provide a checklist for managing and delivering projects.

Proposal stage

• New prospects and proposals are tracked using PipeDrive
• Guidance on doing demos
• Links and logins for demo community
• List of demo apps
• Marketing pages on website for apps
• Marketing pages on website for platform
• If a contract is agreed they move to the next stage

Contracting stage

• Create client in financial system
• Add contract to project folder on Google Drive
• Create new page for project on Project Tracking sheet
  • Link to contract
  • Add payment schedule and milestones
• Send email with introduction to our process to client
  • Request logo file
• Invoice for first payment

Process mapping stage

• Create process mapping document and share with client
• Create report specification
• Create tracking sheet
• Schedule process mapping workshop with client

Configuration stage

• Create community
  • Language
  • Logo
  • Roles
• Data warehouse
  • Create community bucket in data warehouse
• Create apps
  • App config
    • Names
    • SDOs
    • Permissions
    • Roles
    • Taxonomies
    • Apex?
    • Sub profile?
    • Profile labels and defaults
  • Workflow
    • DOs
    • Roles
    • Labels
    • Pre-requisitives
    • Notifications
  • SDOs
    • Taxonomies
    • Transform
    • Taxonomies
• Adopt and release apps

QA1 stage

QA2 stage

QA3 stage

Training

*Develop training materials *Set-up date for training *Agree on venue and those attending

Support and client success stage