| Services Offered | Description | Sample | ||
|---|---|---|---|---|
| Notes & Comments | ||||
| Project Description | 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. | ||
| Planning | ||||
| Review Current Project Documentation | Review current spreadsheets, task lists, team lists, etc. | Completed | ||
| Develop Implementation Plan | Determine which projects and processes we want to track, determine deliverables and milestones and who is responsible. | Completed | ||
| Gap Analysis | 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? | In Process | ||
| Create Workflow | Determine who will work on which tasks and how often users will need to update. Write up plan for users to follow. | Researching | ||
| Initiation | ||||
| Initial Consultation | 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. | Completed | ||
| Develop Proposal | Create the proposal outlining what services will be provided and estimate of hours. | 4/1/2018 - Delivered | ||
| Client Acceptance | Client to sign proposal and purchase block of hours to retain services. | Click here to accept | ||
| Execution | ||||
| Setup Statdash | Create dashboards, team members, setup security, categories, etc. | In Process | ||
| Write Import Routines | Import spreadsheets as required. | Not Started | ||
| Create Custom Templates | Determine if we can create templates to standardize dashboard creation. | N/A | ||
| Create Custom Reports | Write any custom reports needed by client. | N/A | ||
| Add Schedules | Create status request schedules, activity due date defaults and report distribution schedules. | In Process | ||
| Team Training | Provide training for each type of user - team members, vendors, project managers, stakeholders | Researching | ||
| Product Customization | Modify product features or functionality to work according to identified customer needs. | |||
| Monitoring | ||||
| Feedback Surveys | Solicit feedback from team to find out how we can simplify their processes. | In Process | ||
| Monitor Progress | Monitor dashboard updates for compliance. | In Process | ||
| Closing | ||||
| Project Closeout | Review the deliverables and get customer acceptance on all activities Plan next steps or additional services needed. | TBD |
