Client transition planning
A new client's book moved in on a tracked plan
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the statement of work and the client's current processes
Builds the transition plan for a new client's book of business: data migration, procedures, training, access and the parallel run
Builds the plan and tracks the workstreams
Tracks each workstream against the go-live date and flags the dependencies at risk
Drafts the weekly report
Drafts the weekly transition report for the client and the steering committee
Works in
Smartsheet, MS Teams, Box
Smartsheet, MS Teams, BoxWhat it does
- Builds the transition plan for a new client's book of business: data migration, procedures, training, access and the parallel run
- Tracks each workstream against the go-live date and flags the dependencies at risk
- Drafts the weekly transition report for the client and the steering committee
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.