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Project Trackerhelp@sengii.com
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Activity ActionsDescription/InstructionsStatusApprox TimeAssigned toStart dateDue on
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Sign ContractsGo to your custom proposal and read and sign the Quotation and Terms of Service Agreement. In progress<1hrYour association staff
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BillingPay the setup fee.Not started<1hrYour association staff
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Setup QuestionareSend welcome email and setup meeting (to complete setup questionnaire and ask the client to create a high privilege AMS account)Fill out the setup questions found in your proposal. We can meet at this time to go over these questions. Not started<1hrYour association staff
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AMS/CRM IntegrationWe will need you to provide a high privilege account in your AMS/CRM to route API requests.Not started<1hrYour association IT, Your association staff
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DNS ChangesWe will send you a set of DNS records. Your IT department (or your website) will have to create these records to allow us to connect to your website (for SSO) and send/receive emails.<1hrYour association IT
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Community SetupOnce the DNS records are created, your custom online community commission can begin.3 hrsSengii Project Manager
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Community SetupConfiguration meeting - first iteration (to review the community aesthetic)Upon creation, your community will be a default template. We will match your website colors, add your logo, and other customizations to your specifications.5-10 hoursSengii Project Manager
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AMS/CRM IntegrationIntegration with your AMS/CRM/DB to sync membership, groups, committees, courses, directories, events... And we hook up to your website for single sign on, sending emails, etc.5-10 hoursSengii Dev Team
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Community SetupConfiguration meeting - second iteration (for final feedback)Optional: Import historical discussions from previous community.12-24 hoursSengii Dev Team
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TestingTesting by the Sengii team to make sure that everything is working1 hourSengii Project Manager
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TrainingTraining meeting - initial training on the communityTake the community administrators through the initial training (5 things you need to know before launch and best practices). Provide the client user guide for members. 1 hourProject leaders and community managers, Sengii Project Manager
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PrelaunchTesting of the system by the community administrators 1 hourProject leaders and community managers
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TrainingTraining meeting - to address any issues that arise from the prelaunchTake the community administrators through the community members training notes1 hourProject leaders and community managers, Sengii Project Manager
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Soft LaunchLaunch meeting - meet to discuss the soft launch and discuss the processLaunch with community with a pilot group1 hourProject leaders and community managers, Your association staff
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Open Forum LaunchLaunch meeting - meet to discuss the launchThis is the final meeting before launch to discuss any final queries1 hourProject leaders and community managers, Sengii Project Manager
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BillingConfirm the billing arrangements; monthly, quarterly, annually<1hrYour association staff
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Review Review meeting - a week after launchTo confirm that there are no issues and to make any adjustments that are requiredProject leaders and community managers, Sengii Project Manager, Your association staff
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