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Before kickoff · Mossgiel Mechanical

Your project: every question

For Joelle, office manager. About 9 minutes online, due Fri Nov 13. Kickoff is Tue Nov 17 at 1:00 PM.

1. Your project team for kickoff, Tue Nov 17

Who does what on your side. We've filled in the names from our calls; edit any that are wrong. Confirm each line, or write what's different.

  1. Joelle Arsenault, your office manager, is the project sponsor. (Our call on Oct 9)
  2. Joelle is also our day-to-day contact. (What we assumed)
  3. Joelle owns Collections follow-up. (Our call on Oct 9)
  4. Joelle owns Invoice matching. (Our call on Oct 9)

2. What success looks like for go-live, wk Jan 25

Where things stand today, and where you'd like them. We measure against these after go-live. Confirm each line, or write what's different.

  1. Collections follow-up: Days, on average, to get paid. Today: 52 days (Our call on Oct 9). Your target:
  2. Invoice matching: Hours a week matching supplier bills. Today: 8 hours (Our call on Oct 9). Your target:

3. Your plan for kickoff, Tue Nov 17

The plan we've drafted, from kickoff to go-live. If something clashes, drag a phase to suggest another date; we confirm it at kickoff. Confirm each line, or write what's different.

  • Who comes to kickoff: Joelle Arsenault, office manager; Service manager.
  • Month-end close: the first 2 working days of each month.
  • Who’s away during the plan, and when? Any weeks to avoid, such as your year-end close?

    4. Your systems for build and test, Dec 7 to Jan 15

    So we connect to what you already use. Whoever is responsible for IT gets a short form of their own. Confirm each line, or write what's different.

    1. Your books are kept in QuickBooks Online (Our call on Oct 9)
    2. Jobs and schedules run in Aspire (Our call on Oct 9)
    3. Who is responsible for IT? Their name, job title and work email.

    5. Email and chat for build and test, Dec 7 to Jan 15

    Where your agents read and send email, and where they ask your team a question.

    1. Which email platform does your team use?
    2. Which team chat does your team use?

    6. Your brand for your version, wk Nov 30

    We looked at mossgiel.example first. Confirm what we found, and add what we couldn't. Confirm each line, or write what's different.

    1. Your wordmark (usually your marketing team)
    2. Your full logo (usually your marketing team)
    3. A square icon (usually your marketing team)