Going Live Phase

Review Go Live Checklist / Final Review

Prior to the Go Live User Training milestone, the MRH Project Team completes a detailed checklist of tasks that verifies that Tour de Force is configured properly based on the goals, objectives, and processes documented throughout the implementation process. The MRH Environment Consultant also verifies that all server side components of Tour de Force are properly installed, configured, and running as scheduled.

During the completion of this milestone, the MRH Application Consultant reviews all of the business process documentation with the Client Project Team and also performs a basic walk through of the training outline to ensure all parties are on the same page prior to the user training starting. This process also provides one final walk through on the system, prior to the user training beginning, in order to make sure that the Client Project Team and the MRH Application Consultant are on the same page with regards to the business processes and business rules that will be implemented with the Go Live User Training.

Go Live User Training

The MRH Technology Group generally likes to have separate training sessions for the external and internal sales teams of an organization. Although both sales teams use Tour de Force similarly, external sales team members typically access Tour de Force through different working environments. Internal sales team members typically access Tour de Force while directly connected to the local area network environment.

The goals of the Go Live User Training sessions need to be clearly outlined between the MRH Application Consultant and the Client Tour de Force Product Champion prior to training. During the training sessions, the MRH Application Consultant uses the Tour de Force Introduction Client Training manual and the document generated in the Business Process Assessment, Mapping, Documentation, and Review milestone, to train users on how to use the base functionality of Tour de Force in order to perform their daily tasks in the most efficient and productive manner. Generally, users are provided with the following manual during the training sessions:

• Tour de Force Client Introduction Training Manual - This manual gives users a basic understanding related to the key concepts associated with Tour de Force. The topics that are presented in this manual include the Searching, Navigation, Account Management, Contact Management, Opportunity Management, and an overview of the items that can be created and linked to Account, Contact, and Opportunity records in Tour de Force such as Tasks, Appointments, Activities, and Email.

Web based training can also be scheduled to cover the advanced features of Tour de Force. In cases where advanced training topics are selected, additional time may be required for each training session.

Tour de Force Administrator Training

Training on the Administrator Console of Tour de Force is performed throughout the project while on the MRH Consultants are onsite, and is generally performed remotely by the MRH Environment Consultant and the MRH Business Consultant. Most of the administrator training can be performed using GoToMeeting or GoToAssist web training sessions throughout the implementation process.

Training of the Client Tour de Force Administrator typically begins during the Base Installation and Configuration milestone of Tour de Force, and continues until the Client Tour de Force Administrator is comfortable with the utilities associated with the Administrator Console of Tour de Force.

Documentation for the Tour de Force Administration Console is not generally provided in hard copy. Within the Administration Console, links exists that allow the Client Tour de Force Administrator to directly access the appropriate PDF documentation from the MRH web support site. By providing dynamic links to the documentation, the Client Tour de Force Administrator always gets the most accurate and updated documentation for the utilities being accessed.

Review of Outstanding Issues Following Go Live User Training

Following the completion of the Go Live User Training, the MRH Application and/or the MRH Business Consultant meets with the Client Project Team to review any outstanding issues that arose during the training sessions. Having the entire project team present at this session in order to gather everyone’s input is important. During this session, the MRH Consultants review the business processes that were presented to the sales team during the training and make any required modifications to the processes based on input from the sales team. The MRH Consultants also reviews any outstanding configuration changes that need addressed following training. Following the meeting, the MRH Consultants document the issues discussed in the meeting and posts any issues that are not immediately
resolved on the MRH web support site so that the MRH Support Team can assist in the resolution of the issues.

Back to the top