The table below identifies the categories of services included with NorthScope implementations. The categories are shown in the logical sequence they are used in. However, many of them will run concurrently with other categories.
Seq | Term | Definition |
|---|---|---|
1 | Discovery | The process of gathering the Implementation Requirements and completing the Scope of Work. |
2 | Implementation Requirements | Implementation Requirements identify everything the software must do. Requirements are typically organized within each Functional Area and categorized by transaction, report, or routine/process. When gathering requirements, it is best to document everything requested and categorize each request as either: Required for go-live: Go live cannot happen unless the requirement is met. Required within 60 days of go-live: The system can go live but the requirement must be met within 60 days. Important: The requirement is important enough to partner with NLP in adding it to the system. Nice to Have: A suggestion that should be considered for a future release. |
3 | Scope of Work | The Scope of Work (SOW) is the document that outlines all the work that is “in scope” for the project. Work that is not included on the Scope of Work can still be added via a change request. |
4 | Configuration | Configuration master files drive system functionality and include things like defaults and preferences that once set, rarely change. NLP installs the system with some baseline configuration, using information provided during discovery. Unless otherwise documented in the Scope of Work, NLP only configures the minimal master file records required but is available to review the setup prior to go-live. |
5 | Setup | Setup master files store data lists that are used in lookups on transactions and other master files. Examples include GL Accounts, Customers, Vendors, Items, Carriers, Sites/Warehouses, Price Lists, etc. NLP can walk you through all the applicable setup master files and provide direction and/or assistance on completion but is not responsible for entering the data into the system. Some master files are so large that it may make sense to upload them directly. NorthScope has tools for users to upload data directly from Excel. This can be a faster way to get data into the system but does not ensure the data was properly “scrubbed” before uploading. Careful consideration should be given before any master files are uploaded. Upload candidates typically consist of GL Accounts, Customers, Vendors, and Items. Prior to the upload, NLP can assist with upload file audits that are limited to things like data field lengths, required fields are populated, prerequisite master file data exists, no violations of unique records. NLP is not responsible for auditing the contents of the data. |