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Phase 3 is the longest phase in your Rev.io Go Launch Plan. This phase is translating your business needs into Rev.io. You will have a white-glove walkthrough in setting up your modules in Rev.io. At the same time, your Rev.io Go team will be setting up the back-end (including any custom development).

 

 

Milestone

Client Rep

Rev.io Rep

Steps to Complete

Client Configurations (Rev.io Included Modules)

Bill Profile

  • Primary Contact

  • Provisioning Subject Matter Expert (SME)

  • Billing SME

 

BillCenter

  • Primary Contact

  • Product Manager

  • Project Manager 

  • Configure BillCenter

Carriers

  
  • Set up Carriers

  • Set up Carrier Accounts

Line Types

  
  • Create Line Types

Ticketing

  • Provisioning SME

  • Customer Care SME

  • Tech Support SME

 

  • Create Ticketing Tasks and Proceses

Collections

  • Billing SME

 
  • Configure Collection Template

Email Touchpoint

  • Primary Contact

  • Billing SME

  • Provisioning SME

 
  • Set up EBPP Profile

  • Set up Legacy Email Templates

  • Set up Receipts

  • Set up Task/Order Email Templates

Rev.io Users

  
  • Client to create Users & Assign Roles

Add-on Modules

Enterprise Customer Portal

  • Primary Contact

  • Product Manager

  • Project Manager

  • Configure Enterprise Customer Portal

Agent Bundle

  
  • Configure Agent Profile

  • Configure Agent Commissions

  • Configure Agent Portal

  • Configure Agent Users

Inventory

  • IT SME

 
  • Determine Inventory Field Requirements

  • Load Inventory in Rev.io

Provisioning - Swith (PBX)

  • Primary Contact

  • Provisioning SME

  • IT SME

  • Project Manager

  • Developer

  • Validate switch platform for provisioning

  • Provide link, username and password for switch integration

  • Test provisioning

Provisioning - LEC

  • Provisioning SME

  • Developer

  • Validate list of carriers per Company Profile

  • Configure Carrier Accounts (Provisioning)

  • Configure any provisioning within Rev.io for specific carriers

Training - Planning

Plan Rev.io Atlanta Onsite Training
  • Primary Contact
Project Manager
  • Select onsite Training Dates
  • Makes travel arrangements to Atlanta

Back-end Configuration

Payment Gateways

  • Billing SME

 

  • Determine payment gateways necessary for implementations

  • Provide Payment Gateways Credentials

Billing Method

  • IT SME

  • Billing SME

  • Project Manager

  • Data Migration Engineer

CDR Importer Build-Out

 
  • Developer

  • Data Migration Engineer

 

Custom Development

  • Primary Contact

  • IT SME

  • Project Manager

  • Developer

  1. Provide requirements

  2. Sign SOW

  3. Review Deliverables

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