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In Step 2 - Configuration & Data Load, we will be collecting information to configure your Rev.io account and complete an initial data load. To stay on schedule, it's imperative that you review and provide all required information to your Rev.io Project Manager by specified dates.  

MILESTONECLIENT REPREV.IO REPDELIVERABLES / ITEMS TO COMPLETE
PACKAGE / PRODUCT GROUPS
  • Product Manager
  • Project Manager
USAGE PLAN/ PLAN GROUPS
  • Product Manager
  • Project Manager
PAYMENT CONFIGURATION
  • Primary Contact/Project Manager
  • Billing SME
  • Project Manager
  • Learn About Rev.io Payments
  • Determine Which Payment Gateways Client Will Be Using
  • Client to Provide Gateway Credentials
  • Client to Provide a Copy of the Most Recent Payment Processor Statement
  • Configure Payment Gateway

  • Configure Payment Methods

BILL PROFILES

  • Primary Contact/Project Manager

  • Provisioning Subject Matter Expert (SME)

  • Billing SME

  • Project Manager

BILLCENTER

  • Primary Contact/Project Manager

  • Product Manager

  • Project Manager



BILLING EMAIL TEMPLATES

  • Primary Contact/Project Manager

  • Billing SME

  • Provisioning SME


  • Set Up EBPP Profile

  • Set Up Email Templates

    • Bill Notification

    • BillCenter Registration

    • Auto Debit Failure

    • Credit Card Expirations

    • Payment Received

    • Announcement New Billing Platform

  • Set Up Needed Legacy Email Templates

CDR DEVELOPMENT
  • IT SME (Subject Matter Expert)
  • Project Manager
  • Onboarding Developer
  • Finalize Mapping & Business Rules
  • Rev.io to Create CDR Statement of Works For Each Importer
  • Review SOWs on CDR Review Call
  • Sign Off on SOWs
  • Rev.io to Build Agreed Upon CDR Importer(s)

DATA LOAD

  • DBA or Data SME (Subject Matter Expert)
  • Data Migration Engineer
  • Rev.io to Complete Initial Data Load
  • Review MRC Comparative

 

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