Implementation Cycle by CyLynn Braswell https://padlet.com/cbraswell/2i8v7rdif4art2qd From Inspiration to Action en-us 2021-12-01 22:06:46 UTC 2026-02-21 01:57:35 UTC hello@padlet.com Sales Call to Close the deal cbraswell https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1923868445 When a deal is won, where to next? Who initiates what and where are the If/Then moments. ]]> 2021-12-01 22:08:39 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1923868445 New client Orientation call cbraswell https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925709550 Implementation meets in the breakout room: 
1.) We would get red, yellow, and the 1st-3 green files sent to SFTP. We can do that with about 1/3 of the SIS we work with. Infinite campus, skyward, power school, synergy.]]> 2021-12-02 17:28:28 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925709550 if you get the red files and they send the rest how do you know? cbraswell https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925711909 It is communicated that if we only do the red files, then they need to send the rest or we schedule a next meeting. or Joes sends an email in two weeks- where is your data? Everyone is notified. ]]> 2021-12-02 17:29:41 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925711909 If the files are perfect.... cbraswell https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925716699 Implementation Specialist
1.) Files are loaded and validated- just verifying the records are loading.
2.) The communication process-JIRA data card marked -ready for review. Which triggers the Ready for Work to build Dashboards. - Notifies advisors as well. 
3.) Analytics Advisors- Is there a place for you to give a delivery time? - Verbal note only. ]]> 2021-12-02 17:31:59 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925716699 Sales Communication https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925783905 The person who made the sale sends email to all with initial client information.]]> 2021-12-02 18:04:07 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925783905 Client Setup https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925785071 5Lab Business Operations sets up client in CRM and communicates when it is done.]]> 2021-12-02 18:04:44 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925785071 Connecting Email https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925786059 Person who made sale sends email to client connecting them to Don White.]]> 2021-12-02 18:05:15 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925786059 Planning Call https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925788656 Client schedules "planning call" with Don. The intent is to 1) building relationship, 2) establish who will be invited to orientation presentation, and 3) schedule orientation presentation.]]> 2021-12-02 18:06:39 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925788656 Data validation after the initial builds cbraswell https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925788969 1.) When the card is there and done -the card is done.
2.) if we need additional items then we make a new card]]> 2021-12-02 18:06:49 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925788969 Confluence Page https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925832335 Don creates confluence page for new client.]]> 2021-12-02 18:27:51 UTC https://padlet.com/cbraswell/2i8v7rdif4art2qd/wish/1925832335