|Notes & Comments
|Briefly describe the type of project or reason for services requested.
|This is a sample company used to show the types of services we offer and how we would work through a typical implementation with our clients.
|Review Current Project Documentation
|Review current spreadsheets, task lists, team lists, etc.
|Develop Implementation Plan
|Determine which projects and processes we want to track, determine deliverables and milestones and who is responsible.
|What do they need that Statdash doesn't provide? Can we add this functionality or supplement? Do we need to integrate with any other systems?
|Determine who will work on which tasks and how often users will need to update. Write up plan for users to follow.
|Meet with client to discuss which types of projects or processes they want to track. Determine if Statdash can help them and set the expectations going forward.
|Create the proposal outlining what services will be provided and estimate of hours.
|4/1/2018 - Delivered
|Client to sign proposal and purchase block of hours to retain services.
|Click here to accept
|Create dashboards, team members, setup security, categories, etc.
|Write Import Routines
|Import spreadsheets as required.
|Create Custom Templates
|Determine if we can create templates to standardize dashboard creation.
|Create Custom Reports
|Write any custom reports needed by client.
|Create status request schedules, activity due date defaults and report distribution schedules.
|Provide training for each type of user - team members, vendors, project managers, stakeholders
|Modify product features or functionality to work according to identified customer needs.
|Solicit feedback from team to find out how we can simplify their processes.
|Monitor dashboard updates for compliance.
|Review the deliverables and get customer acceptance on all activities Plan next steps or additional services needed.
|Total Hours Estimated
|Total To Date: 1 hr
|Total To Date: 10 hrs