Professional Documents
Culture Documents
Discovery Documentation
During the course of this meeting, allot of ground will have been covered and explored.
The discussion should have centred on the general case and now it is time to advise the
Client how to proceed in order to help with the deployment.
Present the Client business with a clear list of requirements in order to proceed. This
should include the following :
1) User Discovery Survey
A general document showing what core information is required. Include Security Role,
working hours, Services offered.
2) Contact Discovery Survey
A general document showing the core information required. Assign status such as
Business Level contact, Vendor Contact, Supplier Contact, Contact within Business,
Competitor.
3) Products / Equipment Discovery Survey
A general document showing the core information required. This should include
explanations of Price Lists, Discount Lists, Unit groups, Services, Sites, and Facilities and
Equipment.
During the initial discussion, location of the above information and format should have
been established. The surveys should be presented in an excel spread sheet with the
headings already populated for the user so that the information can be easily imported
into the template and out again into the CRM. Documentation should accompany each
survey in the form of a PDF to enable anyone of sufficient IT experience to gather the
relevant data.
G) Go Live Day
Time allocated : half to full day
Deployment team should be on hand at the Client site to give One-2-One training, answer
questions, advise and make trivial changes that have been highlighted during the GoLive.