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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 Step 1 of Rev.io Go, you and your team will be working with Rev.io to create a Project Charter, review our Project Management Tool and communication strategy, prepare for tax configuration, schedule weekly project calls, and discuss onboarding timeline and resource planning.


MILESTONECLIENT REPREV.IO REPDELIVERABLES / ITEMS TO COMPLETE
KICK OFF CALL
  • Primary Contact
  • Project Manager
  • Data Migration SME
  • Billing SME

  • Sales
  • Project Manager

  • Attend scheduled Project Kick Off Call
  • Schedule Orientation Sessions
  • Complete Tax Questionnaire
  • Communication Method:
    • Care@rev.io - Ticketing
    • Smartsheets
    • Project Manager Direct Contact Information
  • Implementation Timeline
  • Establishing a cadence for the project calls
  • Sign end-user agreement for tax database
  • Discuss project charter
ONSITE VISIT
  • Executive Sponsor
  • Primary Contact
  • Project Manager
  • Data Migration SME
  • Billing SME
  • Project Manager
  • Sales
  • Migration Engineer
  • Solution Architect
  • Enterprise and Strategic clients only
  • Schedule monthly Executive alignment meetings
  • Review communication strategy
  • Finalize and sign project charter
  • Finalize data sourcing strategy
  • Begin data mapping
  • Finalize CDR strategy



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