FileHold trial implementation plan

There are a number of activities needed to successfully implement a FileHold trial. Some of these activities are performed by the customer and or by FileHold; some are Mandatory and some are Optional. In all cases customers should provide a project manager or key user who is responsible for ensuring that all activities required of the customer are completed.

Your account manager can work with you to articulate your trial goals and determine if the goals can be met with a free trial implementation or if some additional professional services may be necessary. This typically includes experts in installation and training, but it can also include analysts to look at your business processes, and other activities depending on your trial goals.

The following list highlights the activities from a typical trial implementation plan, but many variations are possible to accommodate special situations. In some cases the order of items may be switched as needed; some items can run in parallel.