Pre-Implementation Preparation
Day 1: Discovery and Setup
Kickoff Meeting:
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- Initiate the kickoff meeting with the customer to introduce the integration project, discuss goals and gather initial requirements.
- Collect necessary surveys from the customer, including Creatio and QuickBooks configurations, data structures and integration objectives. Ratify SmartTracks Edition Customer selected.
Day 2-3: Project Planning & QuickBooks Connection
Project Planning:
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- Present detailed project plan outlining tasks, timelines, and resource requirements for the integration implementation.
QuickBooks Connection Setup:
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- Work with Customer to identify either QBO or QB Desktop Edition. If QB Desktop, engage with Customer or ISP hosting partner Customers QB Desktop Edition. Commence with Connection setup.
Creatio Setup & Solution Configuration
Day 3-6: Creatio Setup & Solution Configuration
Creatio Setup:
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- Run InterWeave Unmanaged Package in Creatio to ensure compatibility with the integration solution, including setting up required objects, fields and permissions.
Setup Creatio Sandbox Test Environment:
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- Set up Creatio Sandbox environment to validate connection and ratify.
SmartSolutions Configuration:
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- Set up the Customers InterWeave Solution and configure integration settings based on the selected SmartTracks Edition.
- Work with the Customer to tailor to the customer’s Creatio and QuickBooks environments, considering data mappings, workflows and integration points.
Day 7-8: Complete Sandbox Integration Tests
Final Integration Testing:
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- Test and update Configuration and workflows to facilitate data synchronization between Creatio and QuickBooks.
Production Deployment and Post-Implementation Support
Day 9 – 10: Production Deployment and Training
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- Production Deployment: Re-deploy the configured integration Solution to the customer’s Creatio and QuickBooks Production environments.
- User Training: Provide comprehensive training sessions for end-users on how to use the integrated systems effectively and troubleshoot common issues.
- Documentation: Provide documentation and user guides for reference, including integration setup instructions and troubleshooting tips.
Review and Transition
Day 11 on: Review Meeting and Handoff
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- Review Meeting: Hold a review meeting with the customer to assess the success of the integration implementation, gather feedback, and discuss any additional requirements or enhancements.
- Customer Success Handoff: Transition the customer to the ongoing support and customer success teams for continued assistance and guidance.