Five Critical Milestones for Successful Implementation
Firm Profile Checklist to Document Your System -
Where You Are
Milestone One Defining The System Where You're
Going
Time Matters Feature Checklist and Plan for Intended Use
Checklist to Document How You Intend to Implement Various
Aspects of Time Matters
Overview of Automating Workflow and Procedures
Overview of Working with Documents
Worksheet regarding Conversion of Existing Information to
Time Matters
Milestone Two Entering Base Information and System
Customization
Milestone Three Testing the Customized System
Milestone Four Final Conversion, User Training,
Cutover
Milestone Five Reviewing System Performance
Exhibits:
Datasheets for Users
Datasheets for Groups
Datasheets for Classification Codes
Worksheet for Designing Case Form Styles
Worksheet for Designing Contact Form Styles