Iteration reviews

CUSTOMER

SERVICEMAX

What's Happening (Customer)

Refinement of roles and responsibilities, terminology and project scope
Participate and share knowledge of key processes
Core team & Leaders to review Analytics videos and complete Field Service Analytics Workshop (FSAW) pre-work
Core team and Leaders to participate in FSAW-Basic training;
Leadership/PM to review Adoption Blog Series links on Training Roadmap

What's Happening (ServiceMax)

Participate in iteration reviews to view initial and custom solutions and hear customer's feedback and questions; Conduct Knowledge Transfers (KT) with ServiceMax Team
Conduct KT with customer SMEs
Provide the Adoption Through Analytics videos and FSAW-Basic pre-work for customer viewing
Conduct FSAW-Basics Training with Core Team
Assign review of the Adoption Blog Series links to Leadership/PM for review

Resources (Customer)

Project Manager
Administrators
Training Coordinator and/or Lead
Subject Matter Experts

Resources (ServiceMax)

Project PM
Education Consultant
Project Team

Risks (Customer)

Lack of specific customer processes can lead to poor adoption and end user questions
Lack of credible ROI and adoption without the understanding and creation of effective reporting & analytics
Potential education scope creep and delays

Risks (ServiceMax)

Misalignment on project scope, expectations and outcomes
Potential education scope creep and delays