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.
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. Questionnaire documents the business
application and how the account will be specifically serviced at Klik.
The product questionnaire includes contact information, telephone, fax and
e-mail information on business and technical contacts at the company, details
on the elements of the services that should be implemented, reporting
requirements and guidelines for transmissions.
A separate bank questionnaire is also completed which includes data on the
depository account and institution that will be utilized by Klik for processing
your transactions.
The Implementation Specialist assigns a PO Box number and forwards to client
contact.
Client supplies original sample coupons for setup and testing.
Implementation Specialist will assist Client in defining scan-line and develop
a schedule to conduct end to end client test.
Coupons are tested for processing to ensure the accuracy of information
required to service account as defined in the product questionnaire. Coupons
are also tested for OCR placement and field length.
The Implementation Specialist will communicate with the Client Representative
any issues related to coupons, OCR scan-line and output requirements.
User test is conducted and transmission formats are finalized. If issues arise
in user test the adjustments are made to the source documents and transmission
formats to reach an acceptable user test.
Sales Representative schedules and conducts training with Client Representative
for staff that will use Klik's system.
Implementation Specialist approves live date for client.
Client goes live and Klik begins to process work.
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.
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. Questionnaire documents the business
application and how the account will be specifically serviced at Klik.
The product questionnaire includes contact information, telephone, fax and
e-mail information on business and technical contacts at the company, details
on the elements of the services that should be implemented, reporting
requirements and guidelines how work should be processed, are documented. Any
data keying is defined and transmission guidelines set if required.
A separate bank questionnaire is also completed which includes data on the
depository account and institution that will be utilized by Klik for processing
your transactions.
The Implementation Specialist assigns a PO Box number and forwards to client
contact.
Client supplies original samples of work to define data entry fields and
finalize processing setup.
Client and Implementation Specialist schedule end to end client test.
The Implementation Specialist will communicate with the Client Representative
any issues related to setup, processing and output requirements.
User test is conducted. Transmission formats are finalized if required.
Sales Representative schedules and conducts training with Client Representative
for staff that will use Klik's system.
Implementation Specialist approves live date for client.
Client goes live and Klik begins to process work.
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Implementation
Cycle
