Client forwards signed contract to Klik Technologies' Sales Representative.
Sales Representative submits company overview and contract to Implementation
Team. An Implementation Specialist is assigned to the account. If this is a new
client the Klik Remit implementation process is initiated.
Sales Representative and Implementation Specialist contact client to introduce
Specialist and schedule meeting to complete product questionnaire.
Product questionnaire is completed with Sales Representative, Implementation
Specialist and Client Representative. The questionnaire documents the business
application and how the account will be specifically serviced at Klik.
The product questionnaire includes information about each bank (online banking
provider) and the deposit account for the funds. An ACH agreement is executed
to allow Klik to move funds to the ultimate operating account.
The Implementation Specialist prepares requirements document for Klik's
Technology Group to initiate the setup.
Technology and Implementation review requirements to determine what steps need
to be taken to implement client. Based upon review, a schedule for a live date
is determined.
The Technology Group builds the application and any website connectivity,
customized web page and billing summary files.
Sales Representative schedules and conducts training with Client Representative
for staff that will use Klik's system.
End to end test is conducted for client application.
Service goes live.
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Overview
Implementation
Cycle