What this guide covers
Many projects end with “The system is now up and running” — with no documented delivery. A year later, when your project owner leaves or the provider team changes, no one knows why something was set up a certain way.
What decision do you need to make?
When is the project considered finished, and what should be in hand at that point. Write that in the contract, not in a message after launching.
Criteria to help you choose
Order seven outputs upon delivery:
- Final setup document: Services, roles, templates, and policies as actually configured.
- Migration Report: What was transferred, what was excluded, the match result, and your team’s approval.
- Entrance examination record: What was tested, its results, and the processed observations.
- Training materials: You have the rest to train whoever joins later.
- Administration Manual: How your team adds a user, service, or template itself.
- Access data and permissions: Who owns what, and who is the top manager at your facility.
- Post-delivery plan: Support level, channels, change request path and pricing.
List of questions and required evidence
- Is every exit in the contract delivered and approved in writing?
- Are there any unprocessed notes left? What’s her plan?
- Who is the contact person for support after the implementation team finishes?
- How do we request a change later? By what pricing mechanism?
- When do you review the settings after operation? Is the review included?
Mistakes to avoid before certification
- Oral delivery: A project that ends with a call leaves you nothing to come back to.
- Management Manual Neglected: Without it you will need the provider for every small adjustment.
- Accepting pending notes without a plan: “We will process it later” without a date means it will not be processed.
- Top manager not identified: A facility without a clear owner has a problem when the team is first changed.
The next step is to request a quote
Request that the list of delivery deliverables be included in the offer. See Implementation plan page.
Discuss your project requirements
We include the seven deliverables in the implementation plan, and each deliverable is approved in writing before the project closes.