client plan 2007 28 11
TRANSCRIPT
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8/14/2019 Client Plan 2007 28 11
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Client Requirements
License Installation RequirementsPlease enter the number of licenses required for each type of installation
Outlook Version Professional Stand-alone edition
2003
Client RequirementsPlease indicate what benefits you would like to experience through Orla
Client Comment Response by the Project Manager?
At an end user level
At management level
Professional CitrixEdition
Professional ServerEdition
1.2.3.
1.2.3.
1.2.3.
1.2.3.
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Standard Operating Environment AuditA Non-SOE Audit must be completed for every computer not included in the Company SOE
IT Environment Question Response from client
Is Outlook accessed via Citrix or other terminal software?
If Yes, then how many users access Outlook via this method?
What virus and spyware protection software do you use?
What Version(s) of Windows are used ?
What Version(s) of Outlook are used?
Please indicate the size of each user's PST file
Testing Response from Client
Is there any specialized software typically installed on youruser workstations?(In-House Application, MS CRM, Contact Management, ETC)
What versions of Microsoft Service Packs are installed onuser's workstations?
How do you typically upgrade and install software(per machine or via server run routines?)
What kind of email server is used?(exchange/IMAP/POP3)
Where is e-mail typically saved on your network?(Exchange DB/PST/Server/ETC)
What (if any) policies are in place to manage the size of usersPST files?
Is any email compliance software used? If so please providedetails
Do you run or have installed on Outlook any third party app orcom add-ins? If so please provide details
As Orla requires Admin Rights to install, can we have Adminaccess on the day?
Can your organization provide a spare test PC to use located on
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ContactsPlease ensure that a Project Coordinator has been designated in case of the Project Sponsor's absence
Client Contacts
Name Position Contact Number Contact e-mail Role on Project
Project Sponsor
Project Coordinator
Technical Representative
Orla Contacts
Name Position Contact Number Contact e-mail Role on Project
Account Manager
Project Manager
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Feasibility Study Timetable
Step No. Step Name Description Client Responsibility Deliverable Target Date
1.1 1-2-3 Meeting Prepared as requested First draft of Client Plan D-14
1.2 Trial Installation D-14
1.3 Scheduling D-12
1.4 Client Sign off of Client Plan Client to sign off on the Client Plan D-3
1.5 Installation Full installation Successful installation D-2
2.1 Group Presentation Group Introductory Presentation All Participants attend D
2.2 Personal Workshops All Participants attend D
Follow-up 3.1 Clinic #1 All Participants attend D+1
3.2 Ongoing Support Ongoing
3.3 Clinic #2 All Participants attend D+7
3.4 Day 15 Survey A 2 minute online survey All surveys complete D+14
3.5 Feasibility Study Workshop Feedback gathered D+18
Next Steps 4.1 Next Steps Meeting TBD
ImplementationPreparation
Meeting between the Orla andClient Teams
Trial installation to ensure possible
problems are minimised
Ensure Tech
Representative ispresent
Full testing of the Clients'
Operating Environment
Participants are scheduled for all 4Learning Sessions
Registers are completedand returned to theProject Manager
Completed LearningRegisters
Review the Client Planand sign off afterincorporation of anyfinal comments
Clients' approval tocontinue with theImplementation
Ensure all requirementsare met
Installation andLearning Session
Every scheduledParticipant attends thefull presentation
1 hour sessions between eachParticipant and an Orla Organizerat the Participant's desk
Participants areavailable at theirScheduled time
Individaul 20 minute on-siteWorkshops
Ensure users areavailable at theirscheduled time
Support is available to allParticipants via the website andthrough the Project Manager
Forward any urgentqueries to ProjectManager
Any issues are loggedand dealt with by theOrla Team
Individaul 20 minute on-siteWorkshops
Ensure users areavailable at theirscheduled time
Ensure all Participantscomplete the survey
A Workshop between the OrlaTeam and Feasibility Study Groupto assess Orla
Ensure as manyParticipants as possibleoffer feedback
A Meeting between the Client andOrla Account Manager to discussNext Steps
Ensure meeting isattended byrecommendedindividuals
Decision on the NextSteps with Orla
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Facility RequirementsPlease indicate if the listed requirements are available as they may affect the comfort of the Participants and the Orla Organizers
Area Requirement Yes/No Comments
Training Room Seating for 4 Participants
Space for 2 Organizers at front of roomTable for Organizers
Projector
Projector screen or blank wall
Airconditioning/ventilation
Appropriate lighting
Organizers' Break Out Area An area to take refreshments
Participants' Workstations Quiet, interruption free location
Space for 1 Organizer
Chair for Organizer
Are all Participants in the same location?