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Phase 1: Kick-OffTool
Subscribe to Email List Subscribe

Upload Logo(s) into

View Video

Logo Uploader User Guide

Confirm Client Code

The Client Code is the name for your company in


Data Migration Checklist Data Migration Checklist Questions

Review and Complete Data Migration Template

(Full Migration or Shell Migration)

Full Migration Template

Customer Shell Migration Template

Phase 2: Gathering EssentialsTool

Products in

Products in Matrix

Product Catalog with Tax Codes

Product Catalog Template

Tax Questionnaire

Tax Questionnaire Link
Tax Advisors with Experience Tax Advisors W/ Experience
3rd Party Print Vendors with Experience 3rd Party Print Vendors
Product Groups/Package Download
Usage Rate Deck/Plan Download Template

CDR Overview

CDR sample, Carrier Documentation & Definitions, and CDR Business Rules

Download - CDR Overview

Download Format

Phase 3: BuildingTool

Client Configurations ( Included Modules)

Bill Profile
Payment Methods
BillCenter Configurations User Guide

Line Types
Email Touchpoint Users
Process SampleCarrier Provisioning Process Example.pdf

Add-on Modules

Enterprise Customer Portal Enterprise Customer Portal
Agent Bundle
Inventory Using the Inventory Workflow User Guide
Provisioning - Swith (PBX)
Provisioning - LEC

Training - Planning

Plan Atlanta Onsite Training View Schedule

Back-end Configuration

Payment GatewaysClient to provide Payment Gateway Credentials

Billing Method

Single Format

Double Format

CDR Importer Build-Out

Report Requirements Custom Report Requirements Document
Custom Development

Phase 4: Pre-LaunchTool
Complete Training View Training Schedule
QuickBooks Importer Transaction Pro Client Testing/Acceptance & Sign Off FormSign Off Form

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