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Date
Attendees
Goals
Discussion items
| Time | Item | Who | Notes |
|---|
| HIgh-level overview | Tony | - Tony is first point of content - Program manager
- work between project signing and kickoff - the "getting ready" period
- Confirm actual dates and review documentation
- Kickoff: Tony will transition responsibility to project team
- Project Manager
- Alma Consultant
- Primo Consultant
- Go LIve: project will continue for about a month before switch to support
|
| Kick-off Meeting |
| - Allocate 2 hours
- Web-based meeting
- Review project schedule and many more details
- Meet the project team
|
| | More details | Tony | - We don't have a slot available to go live at the end of June. Would have to wait until the end of July.
- Test load slot in February - ideal to start in December.
- ExL has a global migration calendar of all customers migrating to Alma - have to reserve the correct slot on that global calendar.
- Regardless of Go-Live date, we'll still start in December
- Two test loads: build first test load in February and access in March
- Looking for Kick-off on December 12.
- Will be actively working on pre-implementation even after the kick-off meeting.
- After today's call, we'll have a workbook to complete in order to get the timeline set.
- Send questions to Tony
- Schedule meeting with Project team before the kick-off
|
Action items
- Tony will double check about the Go-Live date and make sure that we can do it end of June instead of end of July - check with Melissa
- Tony will send the Alma/Primo Implementation Workbook
- Cynthia will go through the workbook
- Cynthia will send list of questions to Tony
- Cynthia will schedule pre-kickoff meeting - Tuesday 12/6 12:30 - 2pm
- Cynthia Send best times for Kick-off meeting to Tony
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