The objective of IES’ tool set is to deliver documented end-to-end best practice business processes that tie to the software, coupled with key-stroke instructions that walk the users through the process start to finish.

The tool set provides actual hands-on templates for every single phase of the project life:

Phase Tools
Discovery Phase

Data Gathering Checklist

Questionnaires (seeded with best practices)
Executive Direction Templates
(which decisions need made, when)
Preparation Phase

Technical Checklists

Development Control Board Process
Deployment 101
(Implementation Team Education)
Project Plan
Kickoff
Business Processes

Integrated Business Processes
(tied to Doc Types and Order Activity Rules)
Model Phase

Chart of Accounts

Business Unit Diagram/Set Up
Security Profiles
Business Requirements Documents
Set Up Phase

Set Up Screens
(documentation basis for configuration)
Test Phase

CRP Scripts (detailed key-stroke instructions)
Training Phase

Training Manuals
(detailed key-stroke instructions)

Quick Reference Cards
Cutover Phase

Cutover plan
Support Phase

Support Handoff

Note: This is a partial listing. Complete tool set listing has >100 different items across eight core modules.

Tool Set Samples