Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

...

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.

...

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:

...