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Project Analysis

-Reference file review

- Review systems configuration

- Workflow planning

- Data & image migration review

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Site
Analysis

- Review current workflow

- Discuss challenges with current software and/or workflow

- Discuss training dates, times, and location

- Determine software configuration needs

- Preparing constituents for new software and public training sessions

- Review templates and notices currently in use

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Customized Training

- Create training notebooks, search guides, and tailored training agenda

- Configuration of software parameters

- Remote webinar training sessions begin (includes acceptance of configuration)

- Independent training available to staff 24/7

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Implementation and Go Live

- Software installation/server migration

- Schedule training webinars for public searchers

- Backups created

- Data migration import

- Go live with onsite support

- Introduction and transition to Customer Support

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Continued Support

- Customized Support

- Experienced Analysts

- Product Specialists

- Quality assurance