Every Panatracker implementation starts with the scheduling of the kick-off meeting. The focus of the meeting includes:
- Introduction to the Panatrack team members that will be working with you.
- Overview of the implementation process.
- Set expectations and defining date for go-live.
- Questions.
Please identify the following resources for the implementation:
- Functional Owner. This is the person from your organization that has the responsibility of the day-to-day usage of Panatrack. Typically, this will be the person that users will contact should they have issues or questions and will often be the liaison between your company and Panatrack for training and support.
- Project Lead. Often this is the functional owner but, in some cases, can be another member of your organization or your Dynamics GP partner.
- Training Lead. This is the person from your organization that will be responsible for coordinating training. This can be the functionality owner or the project lead or another team member.
- Technical Resource. This is often an IT resource. This person works with Panatrack to confirm the environment readiness and the install.
- Finance Representative. Because PanatrackerGP replaces direct entry in GP, there is often changes that the accounting/finance departments need to be aware of for any modifications to their related workflow.
Request to set up the kick-off meeting will be sent out once the down payment has been received by Panatrack.