Introduction
Now that all preconditions are met the onboarding track can proceed to the action phase. Where previously it is all about gathering information, it is now put to practice. In this phase preparations are made for a smooth go-live.
Goal of the phase
The goal of this phase is to setup the environment and integration(s) and complete the configuration**. If applicable, this phase includes the formal analysis and development and configuration of the integration(s).
The last goal is to have all of the data migrated into the environment. To verify of the phase was successful, the environment should be fully configured and contain migrated data to be prepared for the next phase.
This all leads to the final objective of having a fully functional and configured Zero Friction environment.
Workshops
Workshop | What you can expect |
Training | Hands-on training with explanation by an expert on the matter. Its not only theoretically but it also entails exercises. |
Migration results | When requierd seperate migration workshops can be organized. Here the results and any adjustments are discussed. |
Integration testing | Validate the results of the developed integration. Here the results and any adjustments are discussed. |
Responsibilities
Zero Friction Onboarding manager
Organize and plan training sessions for the key-users
Setup Zero Friction environment
Dry-run migration and configure environment.
Customer (Key) users as identified in the Initiate phase
Validating the environment and integration with a sign off as result.
Follow the scheduled training sessions.
Deliverables
Migration sign-off.docx depicts the go/no-go scenario.
Functional and integration testing sign-off
User training executed