The keys for a successful roll out

A Project Manager will assist you throughout the implementation of Praxedo. They will help you with the initial setup and train you so that you can use Praxedo on a daily basis and be able to adjust the settings of your account on your own. 

It’s important to adhere to the schedule established with your Project Manager. Your commitment and involvement throughout the roll out process will ensure that the project runs smoothly and that you get the most out of Praxedo.

Week 1

Kick-off Meeting 

In the Kick-Off meeting, you will meet your Praxedo project team. We will define the roles and responsibilities of both parties, present the timeline, project methodology, meeting schedule and next steps. You will walk out of this meeting with a clear roadmap of the next steps and expectations (in terms of workload).

Week 2

Business Process Review

This workshop, led by our Expert Field Service Business Analysts is a deep dive into your business processes, in order to understand the underlying functional requirements in each area of your field operations service. We pay special attention to how work orders are entered, how your schedule is optimized, your interactions with technicians and customers, as well as the critical data that you need to drive business decisions.

The output deliverable of this workshop is the configuration blueprint, which encompasses a list of your business requirements, organized by themes, prioritized, and with a description of how it will be implemented in Praxedo. The blueprint also incorporates recommendations taken from our expertise in your vertical for the best possible solution design. With this blueprint in hand, we have a clear alignment on how your Praxedo account will be built to meet your functional and technical needs.

Week 3

Blueprint Presentation and Sign-Off

This meeting aims at presenting the blueprint deliverable in a synthesized visual form. The formal blueprint is sent beforehand to give you time to review and ask questions during the meeting. This is an opportunity to give feedback and make reasonable adjustments to the blueprint before your sign-off.

Week 4

Working Session - Introduction to your Praxedo Account

Before the meeting, your Onboarding Specialist will perform preliminary configuration according to the blueprint specification. During the first workshop meeting, your Onboarding Specialist will walk you (the Administrator) through how to access your configured Praxedo account, install the mobile app and go through the end to end work order flow. 

In parallel, we will provide you with a template to populate your customer, locations, assets and item catalog from your existing database into your Praxedo account.

After this session, you should be able to connect to both web and mobile application fronts and go through a basic end to end work order flow. You will have one week until the next session to familiarize yourself with this flow and note any questions and feedback.

Week 5

Working Session - Deeper dive and configuration fine tuning

In this second workshop, we build upon the concepts tackled last week. We will go over your feedback of the first week of testing, and make tweaks to the work order report and configuration live, to build your autonomy in shaping your account later on. After this second workshop, the process should be taking shape, and you should be comfortable with basic scheduling functionalities and further exploring the depth of the solution.

Week 6

Working Session - Deep dive into Praxedo mobile app

This session is a deep dive on the mobile app, and its more advanced functionalities. How technicians track activities, change their views, access the nearby module, and more. After this meeting, you, as the Administrator, should be comfortable if you were to walk your technicians through the mobile app. You will be able to put yourself in their shoes, and understand the relationship between the work order report you configure, and the effects of such configuration on the technician experience.

Week 7

Working Session - Intro to Praxedo Premium Advanced Scheduling Functionalities

We shift the focus towards the dispatcher, and go deeper into the Premium version’s advanced scheduling features, such as optimizing routes using our Smartscheduler, defining areas, skill sets, optimization strategies, and more. After this workshop, you should be able to create multiple work orders, and optimize them on the schedule. You will have a week to explore different optimization preferences.

Week 8

Working Session - Deeper dive into Praxedo Premium Advanced Scheduling Functionalities

This workshop is a follow up of last week’s introduction to the schedule optimization engine. We go over your questions and help you tweak the optimization strategies and process to your needs. After this meeting, you will be able to run the Smartscheduler using a real use case.

Week 9

User Acceptance Testing

We establish a test plan with step by step use case scenarios and expected results at each step. We run through the test cases with you to ensure they are exhaustive. After this meeting, you will coordinate with your team to run through each test case in the following week and note your feedback.

Week 10

User Acceptance Testing Feedback and Incremental Adjustments

We meet after a week of tests run by your team to take in your feedback, and make any adjustment necessary if some tests did not yield the expected result. After this meeting, we run a second week of user acceptance tests to ensure the process is ironed out.

Week 11

Go-Live Readiness Assessment

We go over the Go-Live readiness checklist to ensure that all key functional requirements in the initial blueprint are fulfilled, that the user acceptance tests are successful, and everyone knows what to do and expect for the Go-Live day.

Week 12

Go-Live and Roll-out

On Go-Live day, we can either come onsite to support you, or assist remotely, but block off our calendar with a meeting link to jump on whenever support is needed.

Week 13 +

Post-Go-Live Support

After Go-Live day, we maintain weekly meetings for the next 3 weeks to go over any questions, and maintain an action register of outstanding requests.

Week 16

Project Closure

We get mutual agreement that the scope is fulfilled and we can transition away from professional services onto customer care as a main point of contact.