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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 Go, you and your team will be working with to set up lines of communications, cement client code and logo(s), and complete initial scope of data migration.

MilestoneClient RepSteps 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:
    • - 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 (1 of 2)
  • 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

  • No labels