SOLUTION DEVELOPMENT CYCLE
SALES PROCESS
SOLUTION BUILD
Sales Initiation Phase
Sales Finalisation Phase
Solution Initiation Process
DEPLOYMENT Other Builds
3
Identified Client
Assigned Salesperson
Demonstration & Presales
Core Client Requirements Functions, Basic Spec & CURA Modules
Pilot / Full Sale Approved
Final Proposal
Technical Assessment
Purchase Order & EULA Signed
Client Assigned to BA by Prof. Services
PS & Client Introduction
1st Business Solution Synopsis
1st Scoping Session
st
1 Build Specification
st
1 Build & Spec Quality Checked
1st Meth Build
2
DEPLOYED
Technical Deployment
System Signoff
1
Demo & Spec Cura Reports
Approved & Specified Solution
System Config
Server Environment Installations
Project Signoff
Client File Handover
Technical Acceptance Testing
User Deployment Solution Refinement Process
Spec Users & Permissions
Demo Request PS Consultant Assignment
Project Plan Prepared Spec Documents Updated
Demo Build (Sales Process) 1 Build Demonstrated
Build Demo
Present/Install Demo
Build & Spec Documents Quality Checked
Refinements Built
Evaluate Demo 1st Refinements Scoped
Further Refinements Scoped
Refinements Demonstrated
SUPPORT PROCESS
Refinements Request
Manual Compilation
Full CURA Training
Reports & Feedback
Spec Hardware & Architecture
Other System Configuration
Solution Finalisation Process Issue Accepted By Prof Services
User Acceptance Testing
Account Manager, BA & Client Cosure
Gather & Import Client Risk Data
st
Basic Demo Specifications
User Config
Refinements Deployment
Refinements Assessment
Refinements Specification
Build Refinements
QA CONTRACTS Test Refinements
Work Order Prepared & Billed
CURA Project Post Mortem & Evaluation
Deploy Refinements
Refinements Approved
Pilot Deployment 3
Support Call Escalated
User Support Query Placed
Support Call Logged
Support Issue Evaluated
Support Issue Queued by Support to PS on CRM
Final Demonstration
P.S. Support Issue Review
Revised Purchase Order & EULA Signed Support Call Resolved
Client Feedback, Support Log Closed
Spec Documents Approved
Refresher Training Courses
1
Reports, Data & Config Approved
Documentation & Contracts Signed
Configured Full Solution
Hardware Installation
Support Issue Returned from PS to Support on CRM
Call Assigned to Support Resource
Refinements Approved
2
System & User Config
Purchase Decision
Cura System Upgrade Path
System & DB Healthchecks
Basic CURA Training
Evaluation Period
System Tweaks & Additions
Benchmarking Peer Reviews Best Practise
Enhanced / On Site Support