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| | == Planning a SmartBilling Implementation == | | == Planning a SmartBilling Implementation == |
| | | | |
| − | | + | : [[Creating a new instance for new company]] |
| − | 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.
| + | :: [[Users and roles setup]] |
| − | <br/>
| + | :: [[Data Migration]] |
| − | # '''Data Migration: migrate the Customer's current data into the SmartBilling database, and possibly the historical data as well:''' <span style="font-size:12px">
| + | :: [[Data Integrations]] |
| − | ## Import/Enter Sales Agent data
| + | :: [[Additional configurations and modification (customizations)]] |
| − | ## Import/Enter Customer data;
| + | :: [[Testing the new instance]] |
| − | ## Import/Enter Supplier data;
| + | |
| − | ## Import/Enter Service Location data;
| + | |
| − | ## Import/Enter Customer Contact data;
| + | |
| − | ## Import/Enter Customer Notes data;
| + | |
| − | ## Together with the Customer, create the SmartBilling Catalog of [[Products]], [[Services]], [[Charges]], [[Sub-Charges]] and Usage [[Rates]]; establish [[Contract Types]] durations & renewals
| + | |
| − | ## Import/Enter the Subscription data (linked to Customer, Supplier, Contract, subscribed catalog items);
| + | |
| − | ## Import historical Balance Forward, Invoice, Payment & Adjustment data; Import historical Invoice .PDF files.
| + | |
| − | ## Import/Enter Historical Ticketing data; Import/Enter Historical Prospects & Activity data; </span>
| + | |
| − | # '''Custom modifications: concurrently with the migration,''' <span style="font-size:12px">
| + | |
| − | ## Design & code the Invoice template according to the Customer’s needs;
| + | |
| − | ## Design & code the various Usage Import templates according to the Customer’s needs; (Avalo CDRs, and other external usage data as required)
| + | |
| − | ## Define, design & code any custom reports that may be required;
| + | |
| − | ## Define, design & code any other templates that may be required; (Customer Statement, Sales Quotation, Commission Reports, etc.)
| + | |
| − | ## Define, design & code any other custom modifications that may be required. (APIs, other functionalities)</span>
| + | |
| − | # '''Training: concurrently with the migration,'''<span style="font-size:12px">
| + | |
| − | ## Provide Customer training;
| + | |
| − | ## Define & add any custom fields that the customer may require and train customer to enter & maintain them;
| + | |
| − | ## Configure the various operational parameters and train customer to maintain them;
| + | |
| − | ## Configure the Financial Institution parameters, test the integrations and train customer to maintain them;
| + | |
| − | ## Establish Commission Plans and train customer to enter & maintain them. </span>
| + | |
| − | # '''Implementation (following completion of the data migration & custom modifications):''' <span style="font-size:12px">
| + | |
| − | ## Execute initial testing to ensure that the system is functioning properly;
| + | |
| − | ## 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;
| + | |
| − | ## Switch over to live operation.
| + | |
| − | </span>
| + | |
| | | | |
| | <u>[[SmartBilling Documentation Home Page|Home]]</u> | | <u>[[SmartBilling Documentation Home Page|Home]]</u> |
| | <u>[[SmartBilling FAQ page|FAQ page]]</u> | | <u>[[SmartBilling FAQ page|FAQ page]]</u> |
| | <u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u> | | <u>[[SmartBilling 5.0 pages|SmartBilling 5.0]]</u> |
