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913.888.0772 | imodules.com Migration Process Overview Jason Roberts Jennifer McGee.

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Presentation on theme: "913.888.0772 | imodules.com Migration Process Overview Jason Roberts Jennifer McGee."— Presentation transcript:

1 | imodules.com Migration Process Overview Jason Roberts Jennifer McGee

2 Welcome! Jason Roberts – VP of Customer Success Jennifer McGee – Engagement Manager Objectives the Breakfast meeting Today : Introduce the iModules Implementation process – Provide a detailed perspective of the process of migrating from the HC ISD platform to the iModules platform Tuesday: Recent Harris to iModules Client Migration Examples – in their words – Muhlenberg College & University of Massachusetts Wednesday: Panel Discussion – Open forum for all of your questions

3 iModules Representatives Geoff and Gail are dedicated to working individually with the Harris ISD Clients. They will be working with you to: Understand each of your needs and requirements Coordinate iModules Product demonstrations and addressing functionality questions Document requirements and project scope in a migration proposal Initiating the overall migration process. Gail Palmer VP, Business Development Geoff Knue VP, Business Development

4 Today’s Discussion Topics Overview of iModules Implementation Process Project Team Roles & Responsibilities Identifying Strategic Goals Training Opportunities

5 Implementation Methodology DiscoveryDesignDevelopDeploy  Project Kickoff  Creative Design  Solution Design  Data Design  Solution Configuration  Data Integration  Client Training  Client Configuration  Solution Review  Launch Site Pre PrototypePrototype Beta Site LIVE Site

6 Discovery Phase (6 weeks) Project Begins Kickoff call (exchange of project details, including eCommerce provider) Client Community setup Client training (on-line and video tutorials) Data Demo call Design call Global Configuration call Prepare marketing plan for site launch Key Roles Project Manager Technical Lead Data Lead Database Administrator Designer Content Manager Marketing Key Milestones Kickoff Call Client Community setup Data Demo call Design call Global Configuration call LAUNCH Discovery

7 Design Phase (10 weeks) Database Build A complete data map received & reviewed Database is built by iModules Creative Design Design workbook returned to iModules Site design(s) iterations and sign off Global Configuration Review Global configuration controls system configurations (site name, login verbiage, opt out categories, profile settings, etc…) Global Configuration document reviewed and returned to iModules Key Roles Project Manager Data Lead Database Administrator Designer Content Manager Key Milestones Data mapping file received CSV files received Database built by iModules Design Files received Concept Signoff Returned Global Config Call Global Config file returned LAUNCH Discovery Design

8 Development Phase (13 weeks) Key Roles Project Manager Technical Lead Data Lead Database Administrator Designer Content Manager Marketing Key Milestones Test Prototype Client Build Training LAUNCH Discovery Design Dev. Prototype Delivery Database Build, Creative Design and Configuration are applied to temporary URL – (i.e. Verify global configurations, designs, etc Training Pre-Requisite for Build Training – live modular training sessions & Video tutorials Build Training Sessions - Modular overviews with hands on build time with trainer and project manager Launch Planning

9 Deployment (4 – 7 weeks) Site Launch Verify all testing and changes are completed Perform Data Refresh Define Post Launch Support for End user questions on login, etc. DNS Conversion: A-Record pointed to iModules’ IP Address Transition to Account Manager Site Announcement Schedule /print announcements LAUNCH Key Roles Project Manager Technical Lead Data Lead Database Administrator Key Milestones Data Refresh DNS/URL Switch-Propagate Discovery Design Dev. Deploy

10 Discussion Topics Overview of iModules Implementation Project Team Roles & Responsibilities Identifying Strategic Goals Training Opportunities

11 Typical Project Roles Executive Sponsor – Project champion Project Manager - Primary point of contact Technical Lead – IT specialist Data Lead and Database Admin – Data mapping Marketing and Design – Design and launch preparation Content Manager – Content and usability testing

12 Discussion Topics Overview of iModules Implementation Project Team Roles & Responsibilities Identifying Strategic Goals Training Opportunities

13 Strategic Goals Who are the key stakeholders? What would you like to achieve? How will you measure success? Do you have stats on your current site?

14 Discussion Topics Overview of iModules Implementation Project Team Roles & Responsibilities Identifying Strategic Goals Training Opportunities

15 Client Community Training Modules Online Help Site & Tutorials Best Practices Client Showcase Networking Opportunities Release Webinars Product Updates

16 Ongoing Training Recurring ‘Modular’ training available to all clients Training in the iModules office “Just In Time” training sessions Regional Impact Groups scheduled in Fall or Spring Sizzler Conference every July

17 Migration Efficiencies Migration is a great opportunity to ‘refresh’ the types of data, data mappings, and ‘decisions’ that you may be working around today. A few items may make sense to pull from the current environment into the iModules instance:  Categories  Opt-out Preferences  Admin Permissions  Profile Settings  Class Notes  Profile Picture  Forwarding

18 Don’t Forget Tomorrow Morning Tuesday: Recent Harris to iModules Client Migration Examples – in their words – Muhlenberg College & University of Massachusetts Wednesday: Panel Discussion – Open forum for all of your questions

19 | imodules.com


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