Phase 3 - Prepare

A fully operational version of the system is created and integrated with other relevant systems.  Business processes are redefined where necessary, and detailed implementation and communication plans are prepared.  Tasks include:

• Complete commercial negotiations;
• Install software and integrate with other systems as required;
• Configure system to meet the business requirements defined earlier;
• Ensure that the system is compliant with data protection laws and other relevant legislation;
• Define key business processes (e.g. entering contact details);
• Demonstrate system to key users and ensure it meets their expectations;
• Define training approach (may be a mix of classroom learning, presentations, on-line help and self-study);
• Create core database of critical data (e.g. key clients, intermediaries & targets);
• Test system and confirm it is ready for pilot;
• Create implementation plan and confirm with steering committee.

Hint.  Allow plenty of time during implementation for piloting the system and correcting any deficiencies that emerge during early implementations.