Expert Configuration Implementation

 To be acquainted with one another and have an understanding of your aims and intentions.

You will have clear insight on the work ahead and knowledge of the implementation process.

• Key team members.
• A summary of your goals.
• Details on use case and any key deadlines. 

Research your current processes for:

• Change Management
• Learning & Support
• Comms Planning
• Rewards & Recognition

To dive into your requirements.

A product-led session to show the functionality of the platform and discuss your needs and preferences for each element.

To capture all information on your needs, allowing us to build the platform.

For this, It is critical that necessary configuration decisions be made during this session!

• Map out key data you need to capture from users.
• Pull together existing templates for your current processes.

This session will be a presentation and guided tour of your configured platform.

This is your chance to review the tool and request changes.

For you, familiarity with the personalized platform.

For edison365, we will leave these sessions with a list of changes to fine tune the configuration.

• Clarify your desired strategy and processes.
• Highlight any changes to the requirements you gave in Discovery.
• Make decisions, and sign off on the configuration.

 To understand how you will use the data from edison365 to provide reporting insights within Power BI.

To decide what data to include, how to track and surface this info. 

A full list of your reporting requirements, allowing us to begin development work immediately.

⚠️It's crucial that you can tell us what you need during this session.

You should review this internally before our session.

• Bring along current reports or templates.
• Make a list of crucial data you need to report on.
• Think on how you need to see the data, colors, charts, tables, formats..
• Swat up on Power BI.

To verify your reports are set up and working correctly.

We want to view the published report and make sure you know how to use it.

This will be a quick introduction to Power BI, not a training session.

 A fully functioning report to go hand in hand with edison365.

After this point, edison365 will not be responsible for upkeeping or modifying your reports.

• Make sure at least one team/ IT team member has a Power BI Pro license.
• Publish the file received from your Consultant. 
• Vet the report for issues.

 To teach you how to administer a the platform independently, training will focus on the back end of edison365.

We will cover all sections of the admin panel, keeping your needs in mind.

 A fully trained team who can confidently develop and configure edison365.

Going forward you will be able to create new templates and change your existing ones. 

 All attendees must:

• Have knowledge of the front end of edison365.
• Be familiar with the apps core functions.