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Implementation Basic Workbook 1.0.0

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What Is Included In The Basic Implementation Plan

The Basic Implementation plan is designed for companies with very simple business needs, and only includes the minimum tasks necessary to start using Connected Business.  It is a “cookie cutter” implementation plan that assumes that you have very simple business requirements. It is possible that your company will have additional requirements that are not covered under the Basic Implementation plan. 

The Basic Implementation plan assumes that you, the client, will perform many of the simple tasks and that your implementor, will perform the more complex tasks. It also assumes that most tasks will be performed in a timely manner. Tasks may take more or less time than allocated. Your implementor will keep track of the total time allocated to your project. To ensure that all Basic Implementation tasks have been completed within the time provided for in this plan, 8 hours of “Reserve” and 10 hours of “Project Management” has been added. Reserve time can be used for tasks that take longer than the time allocated, or tasks that no time has allocated.

Up to 22 hours of Basic Data Import is included with the Basic Implementation plan. This assumes that the importing will be done by a Connected Business Data Specialist that is working under the direction of your implementor. This is discussed in detail in the Data Import section of this workbook.

If your company needs a custom general ledger setup, or has other complex business requirements, the Basic Implementation plan is not for you. Your Implementor can work with you to develop a custom Implementation Plan based on your exact needs.

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