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Specifically, this document sets out:
The overall engagement process
Implementation proposals and statements of work
Client management process
Development team (outsourced) management process
This document will be updated at least annually and when significant change happens to the relevant areas covered.
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The sales process is typically a series of online meetings, client introductions, discovery sessions, and solution demonstrations. Vertic produces two documents during this initial stage of the implementation services process, including:
Implementation Proposal
Statement of Work
Both documents are further described within their relevant section within this document.
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Once a Statement of work has been executed (and any other relevant contracts signed), Vertic progresses to the next stage of the implementation process which is to commence the project itself which includes the following activities:
JIRA/Confluence instance configuration & project setup
Shared client folder creation
Solution design workshop scheduling
Commencement invoice dispatching
Implementation project management
The management of the ongoing implementation project will be managed more globally within the Vertic team with a dedicated account manager communicating with the larger team around the following:
Resource availability and scheduling (using Tempo)
Timeline expectations
Overall project status is shared with the larger Vertic team
Ongoing invoicing is managed via engagement with the CFO
Sales and engagement
Vertic’s sales and engagement process is required to produce two distinct documents, including:
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