Guided Launch Implementation

A complete breakdown of the Guided Launch, our quickest, leanest implementation πŸš€ Let's go!

In this article:


1. Project timeline

2. Dependencies

3. Session breakdown

4. Useful links

Project timeline

A quick and agile Implementation! Week 1 is time for Preparation, weeks 2 and 3 will focus on Education.

Dependencies

  1. Pre-Kickoff- complete and return the deployment form.
    1. Without this, we can't install the app!
  2. Pre-Reporting Workshop- ensure one team member has a Power BI Pro license.
    1. Without this, you can't publish and use your reports!
  3. Pre- Reporting Workshop-download and publish our Power BI reports.
    1. Without following each step in the article, the reports just won't work!

🚨Get ahead of the game by ticking these jobs off early. If the tasks aren't completed before the relevant sessions, your Implementation will be delayed.🚨

Session breakdown

Kickoff βœ”οΈ

Purpose Outcome Your Homework
To introduce you to the world of edison365, familiarize your team with the implementation journey and let you know what to expect moving forward .

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.

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

Orientation πŸ—ΊοΈ

Purpose Outcome Your Homework
To bring your whole team up to speed on what edison365 is and does.

You will learn the fundamentals of the edison365 solution

Arrive prepared with:
  • Key team members.

Reporting Workshop ⭐ 

Purpose Outcome Your Homework

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.

Before the session:
  • 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.

Admin Training πŸ”

Purpose Outcome  Your Homework

 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.

Useful links 🌏