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Step 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. 



MILESTONE

CLIENT REP

REV.IO REP

DELIVERABLES / ITEMS 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

BILLING 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

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