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Installation Timeline

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Timeline

Contract Signing Once your contract is received, we begin the process of evaluating your needs and planning for your particular implementation.
Questionnaires Completed The Questionnaires are a very useful tool we use to better understand our clients. The more information that we can collectively gather - the better service we can provide.
Needs Assessment Our management team reviews your questionnaires and we prepare a preliminary customer profile and implementation summary. At this time the specific type of specification approach is determined.

Specification Meetings

On-site or Conference Call

Via a conference call or on-site visit we discuss, in more detail, your needs and formalize the installation plans and time frame.
Needs Finalized Based on the specification meeting, customizations to our software may be required. In this case, technical-level specifications are prepared and submitted to our software development group. Installation dates and training schedules are then finalized.
Data received for Conversion Our data conversion team may need several months to schedule, analyze, develop and test each data conversion. The requirements for a conversion vary by application - please review our data conversion services or contact your appropriate project manager.
Conversion In Process The conversion team will contact you as questions arise. Your project manager will update you as the conversion activities progress.
Final Pass of data received The final installation date will also determine the date that the final pass of data is required. Please contact your project manager if you are unsure when the data is required. Typically the data is to be submitted 7 - 10 days prior to installation.
Installation We offer two methods of installation. Your project manager will help you select the appropriate option.
On-site Training The on-site training will be tailored to your school's particular needs. We have standard training packages that we recommend, or we can tailor our services to accommodate any unique needs you may have. The schedule and requirements for training vary by application - please contact your project manager for details.
Continued Support and Upgrades We provide continued product support for all of our clients. You can contact support via email or our toll free support line 1-888-480-0102 Ext. 1. Additional support is offered via our web site.

 

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Providing Administrative Software to Independent Schools