Sample 5-day Implementation

Day one and two: Data Preparation

  • Data De-Duplication
  • Data Formatting for Consistency
  • Custom Field/Column Assessment
  • Process Design Requirements

Day Three – Four: Application Configuration

  • User & Role Hierarchy Setup
  • Custom Field Creation/Page Layouts
  • Process Customization
  • Report/Dashboard Creation
  • Data Migration

Day Five: User Training

  • Application Fundamentals
  • Creating & Modifying Records
  • Using Reports & Dashboards
  • Administration Fundamentals

Contact us to learn more.