Prior to the installation of Agency Pilot an implementation plan is defined to ensure a smooth transition and within your timescales. A typical implementation will follow these steps:
Appointment of Project Manager and staff
Prior to any implementation Alcium Software allocates a project manager who will be the first point of contact throughout the implementation. The project manager will allocate time and resources to ensure the data migration, setup and training is a smooth process.
Meeting to discuss project
This meeting is used to discuss training requirements, collect data for migration and standard reports and templates that need to be setup in the system. Integration with your website will also be discussed.
Agree project plan
A clearly defined project plan including deliverables by key date will be provided.
Develop data migration scripts
We have a vast amount of experience in migrating and cleansing data from other sources. Your project manager will arrange the collection of data for migration.
Release draft conversion to Client
It is our intention to supply a test version of the data migration up to two weeks before the training. This gives the client time to check the data and ensure that the migration includes all the data required.
Receive final data for migration
Up to two days before the training, we will take the final data for migration. This ensures that you have minimal downtime during the implementation process.
Training is provided on-site and is aimed at the particular needs of the delegates.
On the go-live date (usually the same day as the training), the project manager and our helpdesk are ready to receive feedback and support the software post training.
Typically within one week of the implementation, your sales account manager will give you a call to ensure the system has been delivered and is fully up and running. Typically 4/6 weeks later a review meeting is planned.
A dedicated project manager will arrange for the collection of your existing data and the transfer into Agency Pilot. On all data migrations we ensure there is minimal down time for your agency staff. We have successfully migrated data from the following legacy systems: