Solution Initiation Process

Demo Request

Pilot / Full

Sale ApprovedClient Assigned to

BA by Prof. ServicesCore Client Requirements

Functions, Basic Spec

& CURA Modules

Further

Refinements Scoped

1st

Build

Specification1

stBusiness

Solution SynopsisPS & Client

Introduction

PS Consultant

Assignment

Approved &

Specified Solution

Technical

Acceptance TestingServer Environment

InstallationsAssigned

Salesperson Demonstration

& Presales

Identified Client

Sales Initiation Phase

Technical

Assessment

Final

Proposal

Sales Finalisation Phase

Demo Build (Sales Process)

Basic Demo

SpecificationsPresent/Install

Demo

Build

DemoEvaluate

Demo

SALES PROCESS

1st

Scoping

Session

32

1

Demo & Spec

Cura Reports

Gather & Import

Client Risk Data

Spec Hardware

& Architecture

SOLUTION BUILD DEPLOYMENT

System

Config

Technical Deployment

Reports &

Feedback

User Deployment

User Acceptance

TestingUser Config

Manual

Compilation

Refinements

Request

Full CURA Training

Pilot Deployment

Hardware

Installation

System &

User Config

Basic

CURA Training

1st

Build & Spec

Quality Checked

1st

Build

Demonstrated

Spec Documents

Updated

Refinements

Demonstrated

1st

Refinements

Scoped

Solution Finalisation Process

Refinements

ApprovedFinal

Demonstration

Spec Documents

Approved

Build & Spec

Documents

Quality

Checked

Other Builds

Solution Refinement Process Spec Users

& Permissions

32

1

Reports, Data &

Config Approved

Purchase Order

& EULA Signed

Test

Refinements

Refinements Deployment

Refinements

Assessment

Refinements

Specification

Refinements

Approved

Build

Refinements

Deploy

Refinements

1st

Meth

Build

Evaluation

Period

Purchase

Decision

Revised Purchase

Order & EULA Signed

Documentation &

Contracts Signed

Configured

Full Solution

Refinements

Built

Other System

Configuration

Project Signoff

DEPLOYED

Client File

Handover

System

Signoff

Account Manager,

BA & Client Cosure

User Support

Query Placed

Issue Accepted

By Prof Services

Support Issue

Evaluated

SUPPORT PROCESS

Support Issue

Queued by Support

to PS on CRM

Support Call

Resolved

Support

Call LoggedCall Assigned to

Support Resource

Client Feedback,

Support Log Closed

P.S. Support

Issue Review

Support Issue

Returned from PS

to Support on CRM

Support Call

Escalated

Work Order

Prepared & Billed

Project Plan

Prepared

SOLUTION DEVELOPMENT CYCLE

CURA Project Post

Mortem & Evaluation

QA CONTRACTS

System & DB

Healthchecks

System

Tweaks &

Additions

Cura System

Upgrade Path

Refresher

Training Courses

Benchmarking

Peer Reviews

Best Practise

Enhanced / On

Site Support