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Now that you’ve taken the first step to improve your billing and operations, it is time to put a launch plan in place. In Phase 1 of the Rev.io Go Launch Plan, you and your team will be working with your Rev.io Go team to set up lines of communications, cement client code and logo(s), and complete initial scope of data migration.

MilestoneClient RepRev.io RepSteps to Complete
Kick-Off
  • Primary Contact
  • Project Manager
  • Product Manager
  • Data Migration SME
  • Billing SME
  • Provisioning/Customer Service SME
  • Sales SME
  • Project Manager
  • Attend scheduled Project Kick Off Call
  • Subscribe to Rev.io Email List
  • Schedule Boot Camp Sessions
  • Complete Tax Questionnaire
  • Communication Method:
    • Care@rev.io - Ticketing
    • Smartsheets
    • Project Manager Direct Contact Information
  • Implementation Timeline
  • Establishing a candence for the project calls
Client Site Information
  • Primary Contact
  • Project Manager
  • Software Engineer
  • Provide FTP Site Details
Client Logo
  • Primary Contact

Data Migration Scope
  • DBA or Data SME (Subject Matter Expert
  • Project Manager
  • Data Migrations Engineer
  • Provide Subject Matter Expert on System for Data Migration
  • Attend call to review Data Migration Process with Rev.io
  • Review and complete Data Migration Checklist
  • Provide access to front end of system to be migrated
  • Provide first data export
Onsite Visit (1 of 2)
  • Primary Contact
  • Project Manager
  • Product Manager
  • Data Migration SME
  • Billing SME
  • Provisioning/Customer Service SME
  • Sales SME
  • Project Manager
  • Migration Engineer
  • Software Developer
  • VP of Operations
  • Enterprise and Strategic clients will complete the Kick Off and Gathering Data Phases at the clients location.

Sample Onsite Agenda.pptx



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