Prep
❒ Internal Alignment
Software is more than a few buttons to click, it represents a change, and change comes with opportunities and challenges. We recommend ensuring that the right mix of people is part of your project implementation. This can involve:
- a business subject matter expert who is familiar with the ins and outs of your process
- a user who will be in the application every day and who will administer the application on an ongoing basis. We find the best results when the user is tech-savvy and/or has been an administrator of another system in the past.
- a user who may be in the application from time to time, this could be an executive who might be running reports quarterly or a user who updates issues quarterly.
We understand change happens but it’s important to take some time to get your team chosen from day 1. This ensures your team is available and reduces any potential time spent repeating terminology or application overviews.
❒ Resolver Application Video
We are excited to start you on your Resolver journey! We have prepared a quick welcome video that will provide you with a high-level understanding of the application. Please forward this on to your project team so they too can start getting excited about our journey together.
❒ Touchpoint Set-up
We like to set up a 1-hour touchpoint every week throughout the project. Please review calendars in advance so we can set up the call after the meeting.
❒ Company Logo
We like to personalize the application with your company’s logo. Please click the link below to review the requirements for the logo and send the logo to your Project lead when you can.
https://help.resolver.com/help/image-upload-custom-logo
Homework
❒ Socialize Presentation
We encourage you to socialize the presentation with other team members who might be interested in the project approach and timelines. This helps align on expectations so we can proactively address any feedback.
❒ Review Project Timelines
Please review the Project Timelines and provide us feedback on any black-out dates or other priorities you have that we need to be aware of. These include vacations, holidays, board reporting dates, committee meetings, internal system freezes, or other internal system go-lives.
❒ Knowledge Base
If you are really keen to get started, here are some articles from our knowledge base that might help you along the way.
Prep
❒ Review Glossary of Key Terms
There are some key terms that we will speak to in the application overview meeting. Our glossary of terms will make sure we’re all on the same page. If you have any questions, please don’t hesitate to reach out to our team.
https://help.resolver.com/help/glossary-of-terms
Homework
❒ Begin Populating Data
As you begin populating the data import template we typically find it’s easier to list the data first and then begin thinking about how it relates to each other. Don’t worry, we have a few references to help you:
- Please review the recording from the meeting, which we will send once the meeting finishes.
- We have prepared an article on how to enter new data here:
https://help.resolver.com/help/enter-new-object-data - You can find guidance on how to create the relationship between the data here:
https://help.resolver.com/help/enter-relationship-data - Your Consultant is available for any follow-up calls, please don’t hesitate to reach out to us if you need further assistance.
We advise as a starting point, you spend about an hour on this and then send it back to your Consultant who will review it and provide further guidance to ensure you’re on the right track.
Prep
❒ Send Initial/Partial Data Import
We find the Walkthrough Meetings most productive when we have some of your data in the application. It gives us an opportunity to have a focused discussion, share best practices and ensure we’re meeting your needs. So, please import away.
❒ Login to Sandbox
Your account has been added to the Sandbox environment. Please login to ensure you have access to Resolver.
Homework
❒ Early Validation: Looking at Resolver through the eyes of an end-user
The secret sauce in helping achieve your goals through Resolver is getting your team members (both administrators and end-users) an easy-to-use solution. A great way to help achieve this is to get into the application and take a preliminary look at what we’re personalizing so you can start validating and ask yourselves:
- What data do we want and why?
- How and who will be using this data?
- How do we make capturing data as easy as possible?
- Do we need to add guidance to help users fill in data?
- Would an end user understand what data they need to provide?
- Does the personalization solve what we are after?
❒ Validate Library Data
As you’re thinking about the user experience and validating the application, we also ask that you confirm the data we’ve imported. Is there anything missing? Is it accurate? This will become the data we import into your production environment so it’s crucial to review it and ensure it is accurate and complete.
Prep
❒ Prepare for End-User Training
As we move into training you on Resolver, it is important to ensure you have booked the end-user training sessions within your organization. This may not be required for all organizations. If you are a smaller team, your whole team may have been involved in the implementation and therefore you don’t need to train any end users.
It is also a best practice ahead of the training to ensure you have communicated to the end-users how the application impacts them when it’s coming and what the benefits are of the new application to their day-to-day role.
Homework
❒ Final Validation
You are now familiar with all things Resolver! To prepare for our next meeting, the Final Walkthrough, it will be important to continue to walk through the application from start to finish. In this meeting you’ll be presenting back to us to make sure you’re ready to launch, so we’ll want you to know how to:
- Login
- Navigate to the application
- Walkthrough your process from start to finish
- Perform your day to day activities
- Run reports for Executives and/or Board reporting
- Add new users and assign them to roles
- Walkthrough the process from all end-users perspective as well
This is the final validation so as you’re opening forms and moving objects through workflows, it’s important to keep these questions in mind:
- Is it easy and intuitive to log information?
- Have we provided guidance to help facilitate users in entering information?
- If a user was in the application on a limited basis, is it clear what is expected from them?
- Have we achieved the objectives outlined in the Kick-off? Has the application solved the problem we were facing?
Prep
❒ Login to Production
Please login to production and ensure you have access to the application and you can see the admin cog at the top right granting you administration access.
❒ Confirm End User Accounts
Click on the admin cogwheel at the top right and navigate to the Users list. Please scroll through the list to ensure all end users who require access to the application have been added here and are enabled. Click on each user to confirm they have been granted the correct access to their role.
❒ Confirm Library Data
Once you have logged in, click on the left-hand menu and select Library. You’ll want to ensure the correct data has been imported from the data import template.
❒ Project Completion Sign Off
Please login to the Project Tracker and click on the ‘Sign Off’ button.
❒ Feedback
While you are Signing off on the Project within the Project Tracker, we invite you to provide your honest feedback on what went well, and how we can improve. We’ll only get better with your insights!
Homework
❒ Celebrate!
Cheers to all the hard work that went into completing the project. Take a load off—you deserve it!