Page tree
Skip to end of metadata
Go to start of metadata

Phase 3 is the longest phase in Rev.io Go. 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 Configuration: Rev.io Modules for Billing

Bill Profile

  • Primary Contact

  • Provisioning Subject Matter Expert (SME)

  • Billing SME


BillCenter

  • Primary Contact

  • Product Manager




  • Configure BillCenter

Client Configuration: Optional Rev.io Modules for Enablement

Email Templates

  • 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

Collections
  • Billing SME

  • Configure Collection Template

Rev.io Configuration

Payment Gateways

  • Billing SME


  • Determine payment gateways necessary for implementations

  • Provide Payment Gateways Credentials

Payment Method
  • Project Manager
  • Configure methods of payment in Rev.io

Finalize Statement Format

  • IT SME

  • Billing SME

  • Project Manager

  • Data Migration Engineer

Providers


  • Project Manager
  • Data Migration Engineer
  • Set up Providers

  • Set up Provider Accounts

  • Run diagnostic report

Service Types
  • Data Migration Engineer
  • Create Service Types

CDR Importer Build & Test

Review Final Importer Logic
  • Billing SME
  • Data Migration Engineer
  • Developer
  • Finalize mapping and business rules
Review Client Test File
  • Billing SME
  • Data Migration Engineer
  • Developer
  • Itemize expected outcome from sample file
Build Importer


  • Data Migration Engineer
  • Developer
  • Rev.io to build CDR importer
Test Importer
  • Billing SME
  • Data Migration Engineer
  • Developer
  • Test importer logic against client test file
Sign-Off on Importer Logic
  • Billing SME
  • Data Migration Engineer
  • Developer
  • Client sign-off on importer and testing logic

Data Migration Import

Import Mapped Data
  • Data Migration Engineer

Client to Approve Import
  • Project Manager
  • Project Manager

Training - Planning




Client Configuration Enablement Training
  • Primary Contact
  • Project Manager
  • Review and select remote Training Dates
  • Client to attend remote Configuration Training
Plan & Execute Onsite Training
  • Primary Contact
  • Project Manager
  • Review and select onsite Training Dates
  • Client to make travel arrangements to Atlanta
  • Client to attend onsite training

  • No labels