1
Kick off
- Meet your PI customer success team.
- Review automation goals
- Request existing reports
2
Configure workspace
- Work through real-world project plans
- Review and refine customer processes
- Request existing reports
3
Customer admin training
- Customer admin user training
- Adding projects
- Adding tasks
4
Customer practice time
- Adding & inviting users
- Practice adding projects and requests
- Practice task list
5
Review & answer admin questions
- Review Project Insight configuration
- Answer questions: admin, projects, tasks
- Set up additional processes
6
PI team performs configuration
- Configure Project Insight workspace
- Create custom fields or custom items
- Implement additional processes
7
Project Manager training
- Work through real-world project plans
- Review & refine customer processes
- Teach PM best practices
8
Customer practice time
- Continue to add and execute projects
- Implement PM best practices
- Discover new changes needed
- Repeat until ready
9
Reporting & configuration
- Set up project portfolio reporting
- Configure features and add-ons
- Tweak customizations
10
Train team members
- PI leads team member training sessions
- Train the trainers
- Training videos posted for future reference
11
Finalize reports & finish details
- Build any remaining reports
- Finalize customizations
- Answer customer questions
12
Go live
- Customer 100% live
- Attentive PI support
- PI continues to support you as you grow