Process Changes since '24
We should be scheduling to the ISCorp call to take place roughly this far out from the customer's go live date.
What is 3 months?
This document that we share with customers lists out much of the data that is migrated during the data migration process. We can update this document to remove any migrations that aren't purchased.
What is the Data Migrations Welcome Letter?
This project must be updated with the proper date and closed once we receive the URLs from ISCorp. It should even be set two weeks out from when you submit the ticket to ISCorp.
What is the Recognize Software Revenue project?
What is Enterprise Resource Planning?
When scheduling projects for a Qmlativ Student go live, we should be scheduling this department for the actual Webex training.
Who is Customer Success?
What is the "Trainers - Phones" search?
This document should be shared and reviewed with the customer prior to their Pass 1 data migration posting. A strongly recommended meeting topic.
What is the Migration Data Tracking Requirements - Business/Student document?
To help with month end, and ensuring projects are linked correctly, we should be using this report and dashboard search.
Hint: If you end up on this report you should fix ASAP at the start of the month
What is the billing and linkage report?
We commonly see the letters FTE thrown around, especially on business implementations. This is the full term for the acronym
What is Full Time Equivalency?
This is the new 2025 standard ODT hour rate.
What is $210?
When scheduling a new Q business implementation we should be scheduling the application setup and data verification projects to this person
Who is the consultant?
A customer has purchased Skyward and are looking to implement in a 6 month window, and it will be a challenge. This should be noted in this section of the scope document.
What is the Constraints?
The finance standard and payroll standard are the migrations that are typically associated with this term during a business implementation. Scheduling and demographics would be the student version of this phrase.
What is Pass 1?
What is the Texas Education Agency?
You should be adding the Customer SharePoint group URL to these two areas. One is the implementation board, the other is this specific item in RMS.
What is the Purchase Order (or very top project)?
Saying primary project is incorrect
This project has been shortened to 1 hour and should now have revenue linked to it. You can even scheduled two of these a day.
What is the Knowledge Hub training?
If a customer makes a change to their implementation such as changing go-live dates, this section of the scope document should track that change.
What is the Requests for Change section?
This student module has no training hours and no one in customer success is certified in it. IT Services will help with setting up for all customers. It may not be on implementation proposals right now, but is available.
What is DistrictPulse?
This is the full term for the acronym LDAP
What is Lightweight Directory Access Protocol?
In 2024, this state had the most third party to Qmlativ implementations.
Hint: It's not New Jersey
What is Kansas?
This is the new field you will need to update in your ISCorp ticket to identify if the situation is an incident for a Qmlativ or SMS customer. You can also select that they are a new customer too
What is the Service field?
Who is the escalation contact?
When getting assigned a new student/business implementation we should be trying to schedule their implementation within this timeframe.
What is 6 weeks?
We use this system everyday and have some pain points with it's ability to connect, but can't live without it. This is the full name of the system.
What is Resource Management System (RMS)?
Fred Durst is the lead singer of this band with hits such as "Break Stuff" and "Behind Blue Eyes"
Who is Limp Bizkit?