An On-Site Implementation is where we not only manage every phase of the implementation, but deploy resources on-site to lead every step, particularly aspects like installation, training, etc. It should be kept in mind though that wherever possible and practical, we will work off-site, where many consultants can assist with one activity if necessary.

An “On-Site” project generally follows the following major implementation steps, which may be done at the same time, or overlap:

Project Planning/Management

• Complete Project Definition Document
• Complete Roles and Responsibilities Document
• Setup initial Project Plan (MS Project Format)
• Convene regular Project Meetings and Steering Committee Meetings
• Write regular Project Status Report

Business Analysis

• Complete Business Overview Document
• Complete User Requirements Document
• Define users and user permissions/rights – Complete User List Document
• Define Functional Specification for any Data Integration/external VB applications
• Develop & document data conversion mapping of tables & fields. Complete Data Mapping Document.

Development and Integration

• Develop MX-Contact forms
• Develop additional VBScript required
• Develop external applications
• Develop integration to other systems
• Develop reports
• Perform internal system testing

Data Conversion

• Develop import templates
• Develop import scripts
• Prepare import data
• Test data conversion
• Execute final import
• Save database in Personal Folders (.pst) format

Documentation

• User manuals – customise if required
• Help screens – customise if required
• Administrator manuals – customise if required
• Configuration documentation

Training Setup

• Setup training database
• Setup training course (Users)
• Setup training course (Administrator)

Training

• Install training system
• User training
• Administrator training
• Developer training

Pre-Installation

• Complete IT Infrastructure Document
• Site Audit – Verify Hardware Software Upgrades. Complete Site Audit Document
• Internal Installation & Testing

Installation

• Perform MX-Contact Server installation
• Perform MX-Contact Client installation
• Configure Exchange Server, Network
• Configure users, groups, security/permissions
• Create Test and Live Databases
• Verify installation with IT Personnel. Complete Installation Checklist Document

Post Installation Support

• Provide Client with on-site support (where needed)
• Assist with documenting additional system customisation requirements
• Assist with additional data importing tasks
• Complete Post-Implementation Review Document