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BASIS by Mind Map: BASIS

1. COST

1.1. Direct Costs

1.1.1. YTD as of 12/11/2020

1.1.1.1. $182,621.00

1.1.2. Job Integration 10/2021

1.1.2.1. $8,575.00

2. SCOPE

2.1. Fall 2018

2.1.1. Vendors/Customers - cleaned/compiled data load for BASIS ~20 years of data

2.1.2. Inventory - took paper inventory counts loaded into BASIS

2.1.2.1. Created NEW Category/Subcategory methodology

2.1.3. Manual entry of Aged AP/AR

2.2. Spring 2019

2.2.1. BASIS LIVE @ Supply

2.2.2. Employee training @ FESCO Supply

2.3. Summer 2019

2.3.1. Employee training/retraining

2.4. Fall 2019

2.4.1. Employee training/retraining

2.5. Spring/Fall 2020

2.5.1. Started building LTD database

2.5.2. Testing/Training Intacct Integrations

2.6. Fall 2020

2.6.1. Intro to BASIS for select individuals

2.6.2. Build Print styles

2.6.3. Data gathering/importing

2.6.4. Google Classroom/Zoom weekly meetings BASIS company-wide

2.6.5. Started several data gathering initiatives with Google forms to gather data for BASIS import where there was no alternative

2.7. Spring 2021

2.7.1. Continuing Zoom meeting with Offices

2.7.1.1. Modeling with them

2.7.2. Accounting still modeling Intaact integrations

2.7.3. Continue Data initiatives with all departments company wide

2.8. Fall 2021

2.8.1. Call was made LTD GO LIVE Jan 1 2021

2.8.2. Corporate Meeting with All offices for in person training

2.8.3. Multi-Level Approval in progress

3. TIME

3.1. 7/2018 Contract Signed (FESCO Supply)

3.2. 1/2019 (FESCO Supply) WENT LIVE

3.3. 9/2019 FIFO Report Created

3.4. 11/2019 AP/AR Closeout Requested Change to software

3.5. 2/2020 AP/AR Closeout Programming Complete

3.6. 2/2020 AP/AR Intacct Integration Requested

3.7. 4/2020 "Use Tax" Variance Programming

3.8. 4/2020 Intacct AR/AP integration Completed

3.8.1. FESCO Accounting changed scope of project several times based on what was seen in INTACCT

3.8.1.1. Accounting was not done with changes which were not charged to FESCO until Fall 2020

3.9. 8/2020 LTD BASIS Implementation Start Email and Show & Tell

3.10. 11/2020 Created Stored Procedure for FIFO report & AR Export to Intacct

3.11. 12/2020 Advanced GL setup for AP Push to Intacct

3.12. 3/2021 PO Receipts

3.13. 7/2021 AP/AR Payment Imports Available for testing

3.14. 9/2021 AP/AR Export/Import Live @ FESCO Supply

3.15. 9/2021 Marty Spake

3.16. 10/2021 Jan 1 LTD GO LIVE ANNOUNCED

3.17. 10/2021 Job Code integration