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To ensure that the installation
and configuration contribute to the business goals and targets
of the client BDG will: |
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Meet with a selection of employees and
managers to identify the key requirements of the system such
as:
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Projected user base;
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User access profile;
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Lookup tables;
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Specific reporting requirements;
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Data transfer requirements;
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Synchronisation planning;
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Maintenance requirements;
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System requirements;
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Prepare a comprehensive specification of
the software requirements based on Business Flow Process Maps,
Reporting Requirements and Data Trapping Tables. Prepare a comprehensive report on the
findings in the form of a draft system manual.
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Outline an implementation process.
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Installation and
Configuration |
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BDG will |
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Install the software on the main server and
the slave machines, completing the necessary license
procedures; to enable synchronisation etc; |
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Set up the user access profiles;
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Set up lookup tables;
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Set up user defined fields;
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Set special reports as agreed as part of
the workflow; |
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Prototype Evaluation |
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There will be a process of
evaluation and testing to check that the configuration meets the
client's requirements as agreed during the workflow. |
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BDG
will transfer data from existing data systems to the GoldMine
installation. |
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GoldSync
Implementation |
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BDG will set up each of the
remote machines and configure the synchronisation manager to
meet the requirements agreed during the workflow. |
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System
Administrator Training |
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BDG will train the nominated
system administrator(s) in the key processes required to
maintain and develop the installation.
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User Training |
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| BDG will train users in the key
processes required to use GoldMine effectively. A proportion of
users will be given advanced training. |
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| As part of the product support
process, BDG will review the implementation 3 months after
installation to make recommendations of improvements and
development for the benefit of the client. |
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| BDG will
generate the following documents during the project. All
documents will be available on disk in addition to hard copy if required. |
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Draft system manual;
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Delegate notes for all training sessions;
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Implementation notes for the use of system
administrators; |
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