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Implementation Task List

1) Once a contract is received, contact the client within 2 days to send a welcome email requesting important information about the restaurant and setup appointments for equipment preview, training, and installation. 2) Make an initial on-site visit to confirm equipment locations, existing cabling, and finalize the schedule. 3) Obtain the menu to start programming and hold previews with the client to refine the menu setup before final sign-off. 4) Arrange for cabling installation with the electrician and get client approval of the layout. 5) Schedule training before the live installation date and obtain client sign-off after the 2-day live support period.

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Seth Blevins
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42 views

Implementation Task List

1) Once a contract is received, contact the client within 2 days to send a welcome email requesting important information about the restaurant and setup appointments for equipment preview, training, and installation. 2) Make an initial on-site visit to confirm equipment locations, existing cabling, and finalize the schedule. 3) Obtain the menu to start programming and hold previews with the client to refine the menu setup before final sign-off. 4) Arrange for cabling installation with the electrician and get client approval of the layout. 5) Schedule training before the live installation date and obtain client sign-off after the 2-day live support period.

Uploaded by

Seth Blevins
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Implementation Workflow

GENERAL
1) Once contract is received contact the client within 2 days:
2) Send Welcome email (Welcome Letter)
a. Required Information:
i. Restaurant Name, Address, Phone Number, Website
ii. Menu Items w/ prices, Modifiers w/ prices, Optional Modifier w/ prices.
iii. Table Layout
iv. User List
v. Pre-programmed Discounts
vi. Contact Information for Menu Preview, Training, and Installation
1. BEST Phone number
2. BEST email address
3) Clarify Appointment Schedule
i. Deadline for Install
ii. On-Site Visit
iii. Menu Preview 1
iv. Menu Preview 2
v. Training – Determine how many of each will attend training
1. Manager Training
2. Server Training
vi. Installation
4) Ship first iPad (Terminal 1) configured for remote preview.
5) Confirm Heartland onboarding.
6) First On-site Visit
a. Confirm Equipment Locations
i. Make a draft layout of equipment (Network Map)
b. Test Existing Cabling (If any) or set appointment to have cabling run/tested.
c. Confirm Schedule
i. Menu Preview
ii. Wiring:
iii. Training:
iv. Installation:
7) Request Secure Submit file from Heartland and test
Menu Programming
1) Obtain Digital Copy of Menu,
a. Study Menu and Query the Customer for understanding
b. List all Menu Items, assign categories
c. Obtain required forced Modifiers, create Modifier Groups and assign to
Categories
d. Obtain optional Modifiers, create Optional Modifier Groups and assign to
Categories
e. Hold first Menu Preview
2) Make changes according to feedback after first preview.
a.
3) Get the menu previews signed in acceptance by the manager/owner
a. Menu Preview Sign-Off Document

WIRING

1) Get the cabling layout approved by the manager/owner and have them sign off.
2) Discuss the use of any existing cabling and ensure they understand that we will not be
responsible for its failure.
3) Contact electrician and arrange a time and date to do the cabling.

Installation

1) A physical inventory in our office takes place each Monday morning and each time a
new contract comes through.
2) Equipment gets staged 1 week before an installation.
3) Training gets scheduled 1 week prior to set training dates so that the client has time to
schedule their employees.
4) Manager and server training gets scheduled 2 days prior to live date and customer signs
off on the training.
5) Live support is for 2 full days and customer signs off on completion of the installation.

ALL DATES CONFIRMED WITH THE CLIENT GET PUT INTO THE CRM UNDER THE CALENDAR
FOR TECHNICAL STAFF PERFORMING THE WORK AND ALSO UNDER THE SUPPORT CALENDAR
SO THAT ALL EMPLOYEES HAVE ACCESS TO OUR SCHEDULED INSTALLATIONS.

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