Implementation Process Flowchart - Cso

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IMPLEMENTATION PROCESS - FLOWCHART
Trainings &
Pre-Planning
Interfase
Consultations
Meeting
Installed
Confirmed
Date/Time: ________
Date/Time: ________
Pre-Planning
Meeting
Trainings &
Pre-Planning
Consultations
Meeting
Date/Time: ________
Online Training 1:
Online Training 2:
Conference Call with
Confirmed
Student & Admin
Employer & Job
Account Manager:
Date/Time: ________
Date/Time:
Databases
Databases
Consultation 1
________
Length: 44 minutes
Length: 37 minutes
Length: 1.5 hours
ime: ________
Team Customization
Team Customization
Meeting
Meeting
Online Training 4:
Conference Call with
Online Training 3:
Logging in as
Account Manager:
Activity Records-
Student & Employer
Consultation 2
PROA
Length: 45 minutes
Length: 1.5 hours
Length: 45 minutes
Team Customization
Team Customization
Meeting
Meeting
Online Training 5:
Conference Call with
Training on
Account Manager:
Career Events
Consultation on
Career Events
Length: 1 hr 21 minutes
Team Customization
Meeting
Work on User
Conference Call with
Decide on Marketing
Guides & Emails for
Account Manager:
Materials &
Students/Employers
Final Walk-Through
Marketing Campaign
Test Your User Guides
Length: 1.5 hours
Team Customization
Meeting
Review/Check Data
Launch
Data
to Confirm Data
Interfase System!
Migration
Transferred Properly
Date/Time: ________
Date/Time: ________
Email Employers &
Send Data to your
Students
Account Manager
Prepared by CSO Research – www.csoresearch.com
IMPLEMENTATION PROCESS - FLOWCHART
Trainings &
Pre-Planning
Interfase
Consultations
Meeting
Installed
Confirmed
Date/Time: ________
Date/Time: ________
Pre-Planning
Meeting
Trainings &
Pre-Planning
Consultations
Meeting
Date/Time: ________
Online Training 1:
Online Training 2:
Conference Call with
Confirmed
Student & Admin
Employer & Job
Account Manager:
Date/Time: ________
Date/Time:
Databases
Databases
Consultation 1
________
Length: 44 minutes
Length: 37 minutes
Length: 1.5 hours
ime: ________
Team Customization
Team Customization
Meeting
Meeting
Online Training 4:
Conference Call with
Online Training 3:
Logging in as
Account Manager:
Activity Records-
Student & Employer
Consultation 2
PROA
Length: 45 minutes
Length: 1.5 hours
Length: 45 minutes
Team Customization
Team Customization
Meeting
Meeting
Online Training 5:
Conference Call with
Training on
Account Manager:
Career Events
Consultation on
Career Events
Length: 1 hr 21 minutes
Team Customization
Meeting
Work on User
Conference Call with
Decide on Marketing
Guides & Emails for
Account Manager:
Materials &
Students/Employers
Final Walk-Through
Marketing Campaign
Test Your User Guides
Length: 1.5 hours
Team Customization
Meeting
Review/Check Data
Launch
Data
to Confirm Data
Interfase System!
Migration
Transferred Properly
Date/Time: ________
Date/Time: ________
Email Employers &
Send Data to your
Students
Account Manager
Prepared by CSO Research – www.csoresearch.com

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