1. Go Live
1.1. TASK GO LIVE: DAY 1 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.2. TASK GO LIVE: DAY 2 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.3. TASK GO LIVE: WEEK 1 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.4. TASK GO LIVE: WEEK 2 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.5. TASK WEEK 2 PROJECT AUDIT Description Review outstanding tasks Time Required (Hours) 0.5 Responsibility Implementer Approval Team Lead
1.6. TASK GO LIVE: WEEK 3 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.7. TASK GO LIVE: WEEK 4 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None
1.8. TASK WEEK 4 PROJECT AUDIT Description Review outstanding tasks Time Required (Hours) 0.5 Responsibility Implementer Approval Team Lead
2. Project Management
2.1. TASK SALES HANDOVER Description Sales team to complete Handover Request Form Time Required (Hours) 0.5 Responsibility Sales Team Approval None
2.2. TASK WRIKE: COMPLETE PROJECT SET UP Description Implementation Lead to set up project Time Required (Hours) 1 Responsibility Implementation Team Lead Approval None
2.3. TASK WRIKE: CHANGE PROJECT STATUS Description Change project status to On Hold (Unpaid) Time Required (Hours) 1 Responsibilty Implementation Team Lead Approval None
2.4. TASK FINANCE: ACCEPT PAYMENT Description Once payment has been accepted, Finance to commence implementation. Responsibility Implementation Team Lead Approval None
2.5. TASK OVERWATCH: CREATE CUSTOMER Description Enter customer in Overwatch Time Required (Hours) 1 Responsibility Finance Approval None
2.6. TASK FRESHDESK: CREATE CUSTOMER Description Enter customer in Freshdesk Time Required (Hours) 0.5 Responsibility Implementation Team Lead Approval None
2.7. TASK CONFIRM IMPLEMENTATION RESOURCES Description Project team to confirm implementer and implementation project (onsite/online) Time Required (Hours) 0.5 Responsibility Implementation Team Lead Approval None
2.8. TASK CALL/EMAIL: BOOK PROJECT KICK OFF LIVE SESSION Description Contact customer and book project kick off live session Time Required (Hours) 1 Responsibility Implementer Approval None
2.9. TASK EMAIL: SEND WELCOME EMAIL TO CLIENT Description Send welcome email to client Time Required (Hours) 0.5 Responsibility Implementer Approval None
2.10. TASK REVIEW DATA ENTRY DATES AND TIMELINE Description View customer requirements for data entry and ensure deadlines will be met for go live Time Required (Hours) 0.5 Responsibility Implementer Approval None
2.11. TASK RE-LEASED: ENTER COMPANY AND COMPANY CONTACT Description Enter company details and user details TA/CA - Company Details and Contact (Manage Companies) - Tax Types (Import Standard Tax Types) - Import CoA (600 and above. Change the 600 Bank Account) - Disbursement Profiles - Company Contact - Trust Account XERO - All Company Details (Manage Companies) STANDALONE - Company Details and Contact (Manage Companies) - Tax Types (Import Standard Tax Types) - Import CoA (600 and above. Change the 600 Bank Account) Time Required (Hours) 1 Responsibility Implementation Lead Approval None
2.12. TASK RE-LEASED: INVITE USER Description Invite customer user/s UK - Read Only USA - TBC Time Required (Hours) 0.25 Responsibility Implementer Approval None
3. Pre-Go Live
3.1. LIVE SESSION: PROJECT KICK OFF
3.1.1. TASK LIVE SESSION: PROJECT KICK OFF Description Implementer to meet with customer Time Required (Hours) 1.0 Responsibility Implementer Approval None
3.1.2. TASK SEND POST LIVE SESSION EMAIL Description Send post Project Kick Off live session email, confirm data go live and accounting go live dates Time Required (Hours) 0.25 Responsibility Implementer Approval None
3.1.3. TASK CONFIRM COMPANIES Description Confirm how many Re-Leased companies need to be created. Time Required (Hours) 0.25 Responsibility Implementer Approval None
3.1.4. TASK WRIKE: CREATE ADDITIONAL CUSTOMER CONTACTS Description If applicable, enter and invite additional users Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.1.5. TASK RE-LEASED: CONFIRM CHART OF ACCOUNTS AND TAX TYPES Description Confirm whether customer will use existing CoA. XERO Confirm whether customer has CoA in Xero. Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.1.6. TASK RE-LEASED: CONFIRM GST SETTINGS Description Confirm whether rent amounts are inclusive of GST. Time Required (Hours) 0.25 Responsibility Implementer Approval None
3.1.7. TASK CONFIRM BANK ACCOUNTS Description Confirm which bank the customer is with, whether the bank will change and how tenants pay rent. Time Required (Hours) 0.25 Responsibility Implementer Approval None
3.2. DATA IMPORT
3.2.1. TASK CONFIRM DATA IMPORT PROCESS Description Confirm: - Customer has Data Sheet - Who will enter data - When data will be received - When data will be imported - Check data with customer Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.2.2. TASK SEND DATA REQUIREMENTS Description Send data conversion requirements to customer Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.2.3. TASK RECEIVE DATA Description Receive completed data from customer Time Required (Hours) 1.0 Responsibility Implementer Approval None
3.2.4. TASK ENTER DATA Description Enter received data Time Required (Hours) 10.0 Responsibility Implementer Approval None
3.2.5. TASK LIVE SESSION: DATA CHECK Description View loaded data with customer and confirm data integrity Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.3. SETTINGS
3.3.1. TASK LIVE SESSION: SETTINGS Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.3.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.3.3. TASK RE-LEASED: UPLOAD LOGO Description Receive logo from customer and import to Re-Leased. Responsibility Implementer Approval None
3.3.4. TASK RE-LEASED: ENTER DISBURSEMENT PROFILES Description Enter disbursement profiles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.3.5. TASK PROVIDE OWNER STATEMENT STYLES GUIDE TO CUSTOMER Description Provide owner statement styles to customer to review Responsibility Implementer Approval None
3.4. DISCOVER
3.4.1. TASK LIVE SESSION: DISCOVER Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.4.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.5. PROPERTIES
3.5.1. TASK LIVE SESSION: PROPERTIES Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.5.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.6. TENANCIES
3.6.1. TASK LIVE SESSION: TENANCIES Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.6.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.7. OUTGOINGS
3.7.1. TASK LIVE SESSION: OUTGOINGS Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.7.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.8. TRUST ACCOUNTING
3.8.1. TASK LIVE SESSION: TRUST ACCOUNTING Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None
3.8.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.9. CHECK IN
3.9.1. TASK CALL: 3 WEEK CHECK IN Description Check in call with customer for implementation feedback 3-4 weeks before go live Time Required (Hours) 0.5 Responsibility Implementer Approval None
3.9.2. TASK PRE-GO LIVE REPORTS Description Receive balance reports before go live Time Required (Hours) 1.0 REFER TO WELCOME PACK AND REST REPORTS IN EXCEL Responsibility Implementer Approval None
3.9.3. TASK CHECK BALANCES Description Ensure go live balances are correct Arrears, statements, Time Required (Hours) 1.0 Responsibility Implementer Approval None
3.9.4. TASK CUT OFF VAT TRANSACTIONS Description Confirm cut off of VAT transactions and client statements Time Required (Hours) 1 Responsibility Implementer Approval None