|
#
|
Task Name
|
Assignments
|
|
2
|
Define reason for upgrade
|
Sales Director
|
|
3
|
Estimate timeline for project
|
Sales Director
|
|
4
|
Determine impact on current ACT! users
|
Sales Director
|
|
5
|
Define project team
|
Sales Director
|
|
6
|
Identify AirPac employees needed for project
|
Sales Director
|
|
7
|
Identify outside resources needed throughout the project
|
Sales Director
|
|
8
|
Hold project kick-off meeting to brief all on the project goals and tasks
|
Sales Director
|
|
9
|
Confirm area of responsibility for each participant and elicit realistic time commitments
|
Sales Director
|
|
10
|
Assign initial tasks, deliverables and due dates
|
Sales Director
|
|
11
|
Review Hardware requirements for upgrade
|
Sales Director, Systems Support, Network Administrator
|
|
12
|
Gather information on existing network hardware
|
Systems Support, Sales Director, Network Administrator
|
|
13
|
Meet with Network Admin folks to discuss implications on existing server
|
Sales Director, Network Administrator
|
|
14
|
Identify purchases that need to be made for the network
|
Systems Support, Sales Director
|
|
15
|
Gather information on each individual workstation (desktop and laptop)
|
Systems Support, Sales Director, Network Administrator
|
|
16
|
Identify purchases that need to be made for all workstations
|
Systems Support, Sales Director
|
|
17
|
Develop cost estimate for network manager to install new network hardware
|
Sales Director, Network Administrator
|
|
18
|
Estimate costs and resource requirements of project
|
Sales Director
|
|
19
|
Estimate internal resource demands (who and how many hours)
|
Sales Director
|
|
20
|
Estimate hardware and software costs
|
Sales Director, Systems Support
|
|
21
|
Estimate ongoing maintenance costs
|
Sales Director
|
|
22
|
Estimate training costs
|
Sales Director
|
|
23
|
Present 'white paper' (needs analysis + system design + prelim project estimate) to management for project approval
|
Sales Director
|
|
26
|
Distribute brief RFP to short list of ACT! Consultants
|
Sales Director
|
|
34
|
Select ACT! Consultant
|
Sales Director
|
|
38
|
Sign contract
|
Sales Director
|
|
44
|
Install Hardware needed for upgrade
|
Sales Director
|
|
45
|
Determine who will install new hardware for the network
|
Sales Director, ACT Consultant
|
|
46
|
Purchase hardware for the network
|
Sales Director, Systems Support
|
|
49
|
Determine who will install new hardware needed for each workstation
|
Sales Director, Systems Support, ACT Consultant
|
|
50
|
Purchase any accessory hardware needed for the work stations
|
Sales Director, Systems Support
|
|
51
|
Install any of the hardware needed for the workstations
|
Sales Director, Systems Support, Network Administrator
|
|
52
|
Document all changes made to each workstation
|
Sales Director
|
|
53
|
Install Software
|
Sales Director, ACT Consultant
|
|
54
|
Determine which vendor will install the software on the network and each workstation
|
Sales Director, Network Administrator
|
|
55
|
Schedule meeting with vendor and work on time line for upgrade
|
Sales Director, ACT Consultant
|
|
56
|
Purchase software from Sage or vendor
|
Sales Director
|
|
57
|
Determine what we can do on workstations and network to prepare for upgrade
|
Sales Director, Systems Support, ACT Consultant
|
|
58
|
Assign person in-house to ensure all systems are ready for software upgrade
|
Sales Director, Systems Support
|
|
59
|
Back up data on server
|
Sales Director, Systems Support
|
|
62
|
Determine if additional software/hardware will be needed for automated database backups
|
Sales Director, ACT Consultant
|
|
66
|
Automate data cleanup as much as possible (identify if records can be deleted)
|
Sales Director, ACT Consultant
|
|
67
|
Modify/prepare data for import by running cleanup routines, etc.
|
Sales Director
|
|
69
|
Review data once it is in the new system (does it appear to be correct?)
|
Sales Director, ACT Consultant
|
|
74
|
On-line data review by data "experts" (those who know what the data should look like)
|
Sales Director, ACT Consultant
|
|
76
|
Determine if old reports and templates will work with new database
|
Sales Director, ACT Consultant, AirPac Sales Team
|
|
77
|
Design new reports
|
Sales Director, Network Administrator
|
|
78
|
Design new screen layouts
|
Sales Director, ACT Consultant
|
|
79
|
Customize database by adding/changing necessary fields and field labels to get the info needed
|
Sales Director, ACT Consultant, AirPac Sales Team, Marketing
|
|
85
|
Determine who will conduct training
|
Sales Director, ACT Consultant
|
|
86
|
Determine what training tools will be used to train users
|
Sales Director, ACT Consultant
|
|
87
|
Determine how ACT! administrator will be trained
|
Sales Director, ACT Consultant
|
|
88
|
Conduct training for ACT! administrator
|
Sales Director, ACT Consultant
|
|
89
|
Review tutorial or online resources to assist with training users
|
Sales Director, ACT Consultant
|
|
91
|
Determine if ACT! 2007 will be adequate for quotes
|
Sales Director, ACT Consultant
|
|
92
|
Research add-on programs for quoting software
|
Sales Director
|
|
93
|
Compare capabilities of add-on programs to ACT! 2007 to determine if we need to purchase additional software
|
Sales Director
|
|
94
|
Estimate cost involved with quoting solution
|
Sales Director
|
|
96
|
Determine if we can implement quoting solution or if we need an outside vendor
|
Sales Director
|
|
97
|
Implement quoting solution
|
Sales Director
|
|
#
|
Task Name
|
Assignments
|
|
1
|
Define purpose of new software installation
|
Systems Support
|
|
11
|
Review Hardware requirements for upgrade
|
Sales Director, Systems Support, Network Administrator
|
|
12
|
Gather information on existing network hardware
|
Systems Support, Sales Director, Network Administrator
|
|
14
|
Identify purchases that need to be made for the network
|
Systems Support, Sales Director
|
|
15
|
Gather information on each individual workstation (desktop and laptop)
|
Systems Support, Sales Director, Network Administrator
|
|
16
|
Identify purchases that need to be made for all workstations
|
Systems Support, Sales Director
|
|
20
|
Estimate hardware and software costs
|
Sales Director, Systems Support
|
|
46
|
Purchase hardware for the network
|
Sales Director, Systems Support
|
|
49
|
Determine who will install new hardware needed for each workstation
|
Sales Director, Systems Support, ACT Consultant
|
|
50
|
Purchase any accessory hardware needed for the work stations
|
Sales Director, Systems Support
|
|
51
|
Install any of the hardware needed for the workstations
|
Sales Director, Systems Support, Network Administrator
|
|
57
|
Determine what we can do on workstations and network to prepare for upgrade
|
Sales Director, Systems Support, ACT Consultant
|
|
58
|
Assign person in-house to ensure all systems are ready for software upgrade
|
Sales Director, Systems Support
|
|
59
|
Back up data on server
|
Sales Director, Systems Support
|
|
#
|
Task Name
|
Assignments
|
|
11
|
Review Hardware requirements for upgrade
|
Sales Director, Systems Support, Network Administrator
|
|
12
|
Gather information on existing network hardware
|
Systems Support, Sales Director, Network Administrator
|
|
13
|
Meet with Network Admin folks to discuss implications on existing server
|
Sales Director, Network Administrator
|
|
15
|
Gather information on each individual workstation (desktop and laptop)
|
Systems Support, Sales Director, Network Administrator
|
|
17
|
Develop cost estimate for network manager to install new network hardware
|
Sales Director, Network Administrator
|
|
47
|
Install new hardware for the network
|
Network Administrator
|
|
48
|
Document all changes made to network
|
Network Administrator
|
|
51
|
Install any of the hardware needed for the workstations
|
Sales Director, Systems Support, Network Administrator
|
|
54
|
Determine which vendor will install the software on the network and each workstation
|
Sales Director, Network Administrator
|
|
77
|
Design new reports
|
Sales Director, Network Administrator
|
|
#
|
Task Name
|
Assignments
|
|
45
|
Determine who will install new hardware for the network
|
Sales Director, ACT Consultant
|
|
49
|
Determine who will install new hardware needed for each workstation
|
Sales Director, Systems Support, ACT Consultant
|
|
53
|
Install Software
|
Sales Director, ACT Consultant
|
|
55
|
Schedule meeting with vendor and work on time line for upgrade
|
Sales Director, ACT Consultant
|
|
57
|
Determine what we can do on workstations and network to prepare for upgrade
|
Sales Director, Systems Support, ACT Consultant
|
|
60
|
Install software on server
|
ACT Consultant
|
|
61
|
Install software on each workstation
|
ACT Consultant
|
|
62
|
Determine if additional software/hardware will be needed for automated database backups
|
Sales Director, ACT Consultant
|
|
64
|
Map out data conversion
|
ACT Consultant
|
|
65
|
Identify any data "problem areas" and detail method for correction
|
ACT Consultant
|
|
66
|
Automate data cleanup as much as possible (identify if records can be deleted)
|
Sales Director, ACT Consultant
|
|
68
|
Import initial system dump once hardware and software are in place
|
ACT Consultant
|
|
69
|
Review data once it is in the new system (does it appear to be correct?)
|
Sales Director, ACT Consultant
|
|
70
|
Identify any modifications to import process or routines that will be required for final import
|
ACT Consultant
|
|
71
|
Generate final system database conversion
|
ACT Consultant
|
|
72
|
Modify and prepare for import
|
ACT Consultant
|
|
73
|
Import final database
|
ACT Consultant
|
|
74
|
On-line data review by data "experts" (those who know what the data should look like)
|
Sales Director, ACT Consultant
|
|
76
|
Determine if old reports and templates will work with new database
|
Sales Director, ACT Consultant, AirPac Sales Team
|
|
78
|
Design new screen layouts
|
Sales Director, ACT Consultant
|
|
79
|
Customize database by adding/changing necessary fields and field labels to get the info needed
|
Sales Director, ACT Consultant, AirPac Sales Team, Marketing
|
|
81
|
Determine which computers need synchronization routine
|
ACT Consultant
|
|
82
|
Set up automatic sync for contact records and templates and attachments
|
ACT Consultant
|
|
83
|
Test sync between laptops and network
|
ACT Consultant
|
|
85
|
Determine who will conduct training
|
Sales Director, ACT Consultant
|
|
86
|
Determine what training tools will be used to train users
|
Sales Director, ACT Consultant
|
|
87
|
Determine how ACT! administrator will be trained
|
Sales Director, ACT Consultant
|
|
88
|
Conduct training for ACT! administrator
|
Sales Director, ACT Consultant
|
|
89
|
Review tutorial or online resources to assist with training users
|
Sales Director, ACT Consultant
|
|
91
|
Determine if ACT! 2007 will be adequate for quotes
|
Sales Director, ACT Consultant
|
