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

MilestoneClient RepRev.io 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
Reporting
  • Primary Contact
  • Client IT SME
  • Project Manager
  • Developer
  • Data Migration Engineer
  • Discuss initial report requirements and abilities with Rev.io
  • Review existing Built-In Reports
  • Create / review reports in Rev.io
  • 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 Rev.io completes checklists
    • A/R Balances
    • MRC
    • NRC
    • Usage
    • Taxes
    • Bill Presentment
  • Create sample invoice - post data migration
  • Client Sign off on Rev.io Client Testing Acceptance Form
Training
  • 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.

 

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