Attendees for Kickoff: Steve, Rachel, Jamie, BSI Support Representative, Customer POC & Super Users
Attendees for Workflow Analysis: BSI Support Representative, Customer POC & Super Users
Duration: 1 hour; 30 minutes for Kickoff and 30 minutes for Workflow Analysis
Kickoff Meeting Outline
- Start session recording on Teams
- Receive general approval for session to be recorded
- Introductions of BSI staff and customer staff
- Introductions from the customer’s staff
- Introductions of BSI Staff
- Steve Marroulis - Project Manager
- Rachel DiCamillo- Customer Support Lead
- Jamie Wallop- Sales Representative
- Support Representative- Dedicated Support Representative
- Overview of the On-Boarding Process
- Web sessions to train super users on all BSI functionality for core modules and any optional modules. Sessions are recorded and available for future reference.
- Focus on equipping customers to configure the BSI system to meet workflow-specific needs.
- Emphasis on discussing and understanding current or anticipated workflows.
- Define any need for functional enhancements to the BSI system.
- Workflow-specific training for BSI end users at the end of onboarding.
- Open the Kickoff Questionnaire on the screen. Review & complete any unanswered questions from the Kickoff Questionnaire.
- This should be saved and uploaded to the database's BSI Support Squish issue when completed.
- Q&A
- Excuse those who do not need to be on the Workflow Analysis call and continue on to the next part of the session.
Workflow Analysis Meeting Outline
- Deep-dive into the customer's workflow
- Open the Workflow Analysis questionnaire on the screen and this should be used to aid this discussion & be completed by the end of the session. The document should be saved once completed and uploaded to the database's BSI Support Squish issue.
- Verbal introduction to the Customization Module so they can start determining the field set they will need.
- Wrap-Up
- Review customer's next steps.
- If scheduled, confirm whether next week's session still works for their calendars.