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Project Introduction

Introductory call with key resources to review scope and timeline.

CUSTOMER
SERVICEMAX
CUSTOMER
What's Happening
Aligning organization goals; methodology reminder; Executive development of Business Value Realization and review by key team members
SERVICEMAX
What's Happening
Conduct introduction call; Review methodology (including key governance items); roles and responsibilities; agreement/understanding of goals and Business Value Realization; Sales to Professional Services Transition; Kickoff deck prepared; Business Process Library imported based on Statement of Work scope/requirements; Prepare baseline project plan; Education Resource is identified and engaged with the project
CUSTOMER
Resources
Executive Sponsor(s); Project Manager; key decision makers
SERVICEMAX
Resources
Project Manager; Account Manager; Global Solutions; Education Resource
CUSTOMER
Risks
Executive level participation; misalignment on scope
SERVICEMAX
Risks
Executive level participation; misalignment on scope