ChangeGear® Implementation ProjectEnterprise Suite—5 Day Plan Sample

The following is an example of the typical implementation experience of a ChangeGear customer. This plan is based on deployment of the ChangeGear Enterprise Suite using the 5-Day Package. Please note that this is just a sample implementation agenda-your implementation agenda would be customized to meet the needs of your organization.

Time Session Attendees DescriptionDay 1 - Monday8:30 - 9:00 Project Kickoff Project Manager(s)

Technical TeamIntroductionsEnvironment review and setupInstall/Upgrade ChangeGear

9:00 - 12:30

Product Overview Project Team Review product at high level (Focusing on the suite andinteraction between modules)Review workflows, forms, clients

1:30 - 5:00 Technical Review and Setup Technical Team Review technical aspects of product. Perform technicalsetup of product in preparation for design and configurationsessions. (Active Directory imports, Resourceimports, Global Settings, ect)

Day 2 - Tuesday9:00 - 12:00

Design Review -Change Management

Change Team

Review current business processes.Identification and review of customer’s Workflow, Approval, and Notification requirements.Brainstorming session on current processes and desiredfunctionality within Change Management module.

1:00 - 5:00

Configuration/Testing- Change Management

Change Team

Configure workflows, approvals, notifications, BusinessPolicy Automations, etc …Test Change Management Process for technical functionality.

Day 3 - Wednesday9:00 - 12:00

Design Review - ConfigurationManagement

Configuration (CMDB)Team

Review current CMDB setup.Confirm CMDB Scanning and data import.Identification and review of Service Catalog, Relationships,Scan Profiles

1:00 - 5:00 CMDB ConfigurationContinued

Configuration (CMDB)Team

Begin building relationships within the CMDB structure.Configure and build scan schedule.Pilot and test Change Management module.

Day 4 - Thursday9:00 - 12:00

Service Desk Design Service Desk Team Project Team TrainingReview current business processes surrounding the servicedesk module(s). Analysis of customers workflow andnotification requirements.

1:00 - 5:00 Service Desk Configuration Service Desk Team Configuration of Service Desk module(s)Build workflow customizations. Conduct testing of ServiceDesk process with configured system

Day 5 - Friday9:00 - 12:00

Piloting / Testing Project Team Conduct final validity testing.Conduct staff and end user pilot.

1:00 - 5:00

Configuration/Testing - ChangeManagementKnowledge Transfer / Project Handoff

Project Manager(s)Project Team

Final training/configuration/testingEnd User trainingQ & AReview and documentation of open issues or follow-upitems. (i.e., integrations, custom work, reporting…)

Attendee DescriptionsProject Manager(s)

Project Manager(s) will be needed to understand setup and environment.    Also, they will be responsible for ensuring the correct attendees are available for each session.

Technical Team The Technical team will consist of users that are needed in the assistance of setting up the product importsand global settings, This includes users that know the settings for SMTP, POP3/MAPI, Active Directory,Resource Lists and database.

Project Team The Project Team will consist of all people that will be involved with the design, piloting/testing, implementationof ChangeGear. These users will be receiving emails and interacting with the system in its pilotphase.

Change Team The Change Team will consist of all people that will be involved in the design of the Change Managementprocess. This includesteam will consist users and ChangeGear users and administrators that need to be familiarized with theadministration of the Change module.

Configuration(CMDB) Team

The Configuration Team will consist of all people that will be involved in the design of the ConfigurationManagement module (types of resources brought into the system, the type of data stored with resources,and how the resources will be mapped). This team will includesconsist of users, people that will need to makesure decisions are implemented properly, as well as any ChangeGear administrators that need to be familiarizedwith the administration of the Configuration module.

Service Desk Team

The Service Desk Team will consist of all people that will be involved in the design of the Service Desk(including Service Requests, Problem Reports and Knowledge Base processes). This team will consist ofUsersincludes, people that will need to make sure decisions are implemented properly, as well as anyChangeGear administrators that need to be familiarized with the administration of the Service Desk modules.

Contact

Phone: 1 (800) 390-4169

Sales: +1 (813) 840-4027

Email: Sales@SunViewSoftware.com

10210 Highland Manor Drive

Suite 275

Tampa, FL    33610

www.SunViewSoftware.com

©2009 SunView Software Inc. All rights reserved. ChangeGear and the SunView logo are trademarks of SunView Software Inc. in the United States and other countries. All other trademarks are

properties of their respective owners.