Download - BIF Study Cards
Q: What is the threshold, in PS dollars and days, for a large project?
A: $150,000 or 104 days
Q: Who loads signed contract into SFDC?
A: Sales Engineer
Q: Who loads the SOW into SFDC? A: Sales Engineer
Q: During which meeting will project details and implementation
assumptions be passed from Sales to PS?
A: Hand-off Meeting
Q: After a contract has been signed, what is the first step to commissioning
the BMI environment and who is responsible for it?
A: Open Ticket with Ops for Site Setup; Project Owner
Q: The list of issues and risks should be started during which event?
A: Sales-PS Hand-off
Q: Key project strategies like project escalation paths, project stakeholder identification, and project roles are
located in which document?
A: Project Governance Document
Q: What object needs to be created in SFDC for anyone from the client that needs a Customer Support license?
A: Contact Object
Q: Who should be present on a PS Kickoff call?
A: BMI PS team, BMI CSM, client team, and original SE team
Q: Which three items should be completed during the Foundation phase
so that onsite sessions during the blueprint phase will go more smoothly?
A: Admin Orientation, User Orientation, Client Homework Assignments
Q: What are the two deliverables for the Blueprint Phase?
A: Detailed Design Document and project timeline
Q: When is it recommended that IT-oriented clients attend Admin Essentials
training?A: Beginning of Blueprint Phase.
Q: Besides the PS team, which team should be invited to the design sessions
with the client?A: SE team
Q: Changes in scope concerning Workflows, CRM/ERP integration, etc. should be cleared with which team?
A: SE team
Q: What should be considered when deciding between Advanced and Simple
rules in the the Blueprint phase?
A: Client admin technical level and familiarity with BMI administration
Q: Architecture review should be done with which team?
A: Dev and PM
Q: Who are typically present during Blueprint Complete Steering Meetings?
A: Project owner, SA, Director of PS, Client project team, etc.
Q: What is the final deliverable for the construct phase?
A: A fully constructed and unit tested BMI application
Q: What is done during a Development Kickoff in the Construct phase?
A: Review engineer skill sets, prepare Orientation Materials to get engineers aquatinted with project, hold Engineer
Orientation Meeting.
Q: What documents should PS engineers make sure they have before starting implementation work? Bonus:
What aspects of that particular deliverable should be clarified before
starting?
A: Use case and design spec. Clear use case, QA script, project dependencies
on other deliverables
Q: At least four items need to be addressed when making customization
notes. What are they?
A: What the customization is, where it is, why it was needed, and how it is to
be maintained.
Q: What is the default client training strategy? Exceptions must be approved
by whom?
A: Train the trainer. Exceptions go to Director of PS and SE team.
Q: What is the final deliverable of the inspect phase?
A: A fully constructed and User Accepted BMI application.
Q: Before User Acceptance can be started, what two key dependencies
must be completed?
A: System Hand Over and UAT Tracking Set Up
Q: Who is responsible for deciding the BMI rollout schedule?
A: The client
Q: An admin training guide is typically made up of what components?
A: Customization notes from engineers as well as further detail provided by SAs
and engineering leads.
Q: What should be included on Escalation Path Documents?
A: BMI and Client names and contact information as well as roles and responsibilities for those team
members.
Q: Which two feedback-gathering documents should be sent to the
customer after Go Live?
A: Customer Sat Survey, Customer Reference Letter
Q: What are the two live announcements that should be made?
A: All Hands announcement, and PPT slide for headquarters Administrative
Assistant.