Difference between revisions of "Planning a SmartBilling Implementation"

Revision as of 15:56, 9 February 2017

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Planning a SmartBilling Implementation

Below is a list of the various steps that can occur during a data migration from a Customer's existing database into the SmartBilling Database.

1. Data Migration: migrate the Customer's current data into the SmartBilling database, and possibly the historical data as well:
   1. Import/Enter Sales Agent data
   2. Import/Enter Customer data;
   3. Import/Enter Supplier data;
   4. Import/Enter Service Location data;
   5. Import/Enter Customer Contact data;
   6. Import/Enter Customer Notes data;
   7. Together with the Customer, create the SmartBilling Catalog of Products, Services, Charges, Sub-Charges and Usage Rates; establish Contract Types durations & renewals
   8. Import/Enter the Subscription data (linked to Customer, Supplier, Contract, subscribed catalog items);
   9. Import historical Balance Forward, Invoice, Payment & Adjustment data; Import historical Invoice .PDF files.
   10. Import/Enter Historical Ticketing data; Import/Enter Historical Prospects & Activity data;
2. Custom modifications: concurrently with the migration,
   1. Design & code the Invoice template according to the Customer’s needs;
   2. Design & code the various Usage Import templates according to the Customer’s needs; (Avalo CDRs, and other external usage data as required)
   3. Define, design & code any custom reports that may be required;
   4. Define, design & code any other templates that may be required; (Customer Statement, Sales Quotation, Commission Reports, etc.)
   5. Define, design & code any other custom modifications that may be required. (APIs, other functionalities)
3. Training: concurrently with the migration,
   1. Provide Customer training;
   2. Define & add any custom fields that the customer may require and train customer to enter & maintain them;
   3. Configure the various operational parameters and train customer to maintain them;
   4. Configure the Financial Institution parameters, test the integrations and train customer to maintain them;
   5. Establish Commission Plans and train customer to enter & maintain them.
4. Implementation (following completion of the data migration & custom modifications):
   1. Execute initial testing to ensure that the system is functioning properly;
   2. Execute ‘parallel operation’ for at least one month’s worth of transactions, either on the full set of customers, or on a set of sample customers that are representative of the different use-cases present in the Customer’s database;
   3. Switch over to live operation.

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