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

Phase 4 is the prep before you launch This phase requires close communication from all parties to ensure a successful launch. In this phase, your activation date will be set, data migration complete, reporting set, bill runs set, and you will be testing and training your team.

MilestoneClient RepSteps to Complete
Project Management Checkpoint
  • CEO
  • Primary Contact
  • Project Manager
  • Adjust engagement meetings to weekly/twice a week
Data Migration
  • Primary Contact
  • IT Subject Matter Expert (SME)
  • Project Manager
  • Data Migration Engineer
  • Developer
  • Review rough cut of data
  • Primary Contact
  • Client IT SME
  • Project Manager
  • Developer
  • Data Migration Engineer
  • Discuss initial report requirements and abilities with
  • Review existing Built-In Reports
  • Create / review reports in
  • Confirm if CSI tax report will be set up
Bill Run / Testing
  • Client DBA or Data Subject Matter Expert (SME)
  • Data Migration Engineer
  • Developer
  • Provide input while completes checklists
    • A/R Balances
    • MRC
    • NRC
    • Usage
    • Taxes
    • Bill Presentment
  • Create sample invoice - post data migration
  • Client Sign off on Client Testing Acceptance Form
  • Primary Contact
  • Billing Contact
  • Project Manager
  • Clients will attend a training session in Atlanta
  • 2 Full Day classroom setting
  • Clients will work on final stages of data and testing while onsite
  • Onsite training can be requested for a fee. Please contact your Sales Rep for this option.


  • No labels