Document, Document, Document
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?
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?
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?
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?
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?