On-Boarding & Project Management Process

To on-board your Platform, CrescoData follows the following On-Boarding Process:

Requirements Gathering

• Prior to starting work on the project CrescoData conducts a detailed requirements session to discuss: how the platforms will connect, the required workflows, agreement on data flows, rules, architecture and integration points, what’s needed from the Customer’s side, detailed UAT test cases, project timelines and agrees on the project team

Statement of Work

• Following the assessment made during the Requirements Gathering exercise, the detailed requirements are documented, UAT test cases are agreed and a project plan is created. This is shared in the  Statement of Work for both parties to sign off

Project Management Process

• The delivery requirements will be added into a GTM Plan (Go To Market Plan) which is shared with the Customer
• A Slack channel is set up for instant communication
• Weekly project management meetings will take place
• Actions are recorded in the GTM sheet

UAT

• The connection is then tested using the pre-agreed UAT test cases
• This is done in conjunction with The Customer
• CrescoData also offers a Continuous Testing process. For more details on the CrescoData Automated testing process see <Support and Maintenance Section>

Activation

• Once the Service has passed the pre-agreed UAT test cases is considered at point of Activation.
• It is it is handed over to The Customer who has 14 days to conduct any additional UAT
• If required any test results are fed back to CrescoData and changes or amendments are made

Support

• Once the UAT period is completed the Service moves to Support
• Any changes are either Support or Change Requests